UBER TECHNOLOGIES INC (UBER)

UBER · US stock

Mixed

$65.94 ▼ 4.31%

Uber shares fell roughly 4–5% after reports that Alphabet’s Waymo is considering exiting their robotaxi partnership, raising questions about the company’s autonomous strategy. At the same time there are reports of moves to strengthen delivery — including an acquisition of Delivery Hero — and media coverage of leadership and AI initiatives that market participants view as part of a business reshaping.

Why it's notable

This surfaced because reports that Waymo may exit the partnership triggered a notable intraday share decline, and because Uber’s acquisition of Delivery Hero plus coverage of AI and leadership developments reframes its delivery and autonomous-vehicle positioning.

•Price: $65.94, 24h change: -4.31% (from the supplied price snapshot).
•Reports indicate Waymo is considering exiting its robotaxi partnership with Uber (Benzinga 2026-07-25; Yahoo 2026-07-24).
•Yahoo headline: “Uber Stock Slides Nearly 5% After Report Says Alphabet’s Waymo Could Walk Away From Their Robotaxi Deal” (2026-07-24) — shares dropped intraday following the report.
•Yahoo reported on Uber’s acquisition in “Uber’s New Acquisition and GE Aerospace’s Search for Parts,” referencing Delivery Hero (2026-07-25).
•TechCrunch Mobility coverage (republished on Yahoo, 2026-07-26) highlighted AI and leadership developments in mobility, including around Uber.

Risks: Reports that Waymo may exit are based on internal discussions and may not result in immediate contractual changes; the intraday share drop could be a short-term reaction influenced by broader market moves. Meanwhile, the Delivery Hero acquisition and AI/leadership coverage are potential counter-signals — the headlines do not all point in the same direction.

Updated: 7/26/2026, 6:00:00 PM