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Driverless cars are speeding onto America's streets, but whether the public will trust robotaxis remains an open question. Nearly two-thirds of Americans said they would not want to ride in a driverless passenger vehicle if they had the opportunity, according to a Pew Research Center Survey. Tesla's upcoming robotaxi launch threatens to throw the whole autonomous vehicle space off course. Alphabet -owned Waymo is the leader in the space, with the company claiming it has notched more than 22 million driverless miles. Uber has hedged its bets by inking high-profile deals with autonomous vehicle companies, but it's unclear how long those partnerships will last.

Persons: robotaxis, Tesla, Elon Musk, Waymo, Cruise Organizations: Pew Research Center Survey, GM Locations: San Francisco , Los Angeles, Phoenix

☆ Elon Musk is ready to make his biggest pitch yet that Tesla is more than just a car company
▼ + stars: | 2024-10-07 | by ( Hasan Chowdhury | ) www.businessinsider.com time to read: +7 min

Elon Musk has a big task this week: convincing investors that Tesla is more than just a car company. It may do so once again as Elon Musk prepares to use the studio lot to tell another story: that Tesla is more than just a car company. The long-awaited event — originally scheduled for August — is meant to give weight to the electric vehicle maker's pitch that it is a tech company first and a car company second. Meanwhile, in July, Wedbush analyst Dan Ives claimed the "Tesla AI story could be worth $1 trillion-plus and is the most undervalued AI name." Michael Macor/The San Francisco Chronicle via Getty ImagesHowever, what's critical to note is the timing for Tesla's robotaxi push.

Persons: Elon Musk, Tesla, Tesla's, —, Musk, Sam Altman, Andrej Karpathy, Dan Ives, Michael Macor, Caspar Rawles, Rawles, Donald Trump, Elon, Ross Gerber, Gerber, Uber, it's, Cruise, Paul Miller, Forrester Organizations: Service, Warner Bros, Elon, Robotaxi, EV, San Francisco, Getty, Elon Inc, Benchmark Mineral Intelligence, Twitter, Gerber Kawasaki Wealth, Investment Management, Baidu, GM Locations: Burbank, California, Tesla's, Palo Alto, Elonville, Chinese, China, Wuhan

☆ Waymo to add Hyundai EVs to robotaxi fleet under new multiyear deal
▼ + stars: | 2024-10-04 | by ( Michael Wayland | ) www.cnbc.com time to read: +2 min

Hyundai Motor and Waymo have agreed to a multiyear, strategic partnership that includes the self-driving company adding the South Korean automaker's Ioniq 5 electric vehicle to its robotaxi fleet. Hyundai Motor and Waymo have agreed to a multiyear, strategic partnership that includes the self-driving company adding the South Korean automaker's Ioniq 5 electric vehicle to its robotaxi fleet. Waymo, which boasts around 700 vehicles in its fleet today, operates the only commercial robotaxi service in the U.S., Waymo One. They are expected to become available to Waymo One robotaxi riders in the years to follow, the companies said. Hyundai said the Waymo partnership "doesn't influence" Motional.

Persons: Waymo, robotaxi, José Muñoz, Muñoz, Hyundai, — CNBC's Jennifer Elias Organizations: Hyundai, Chrysler, Hyundai Motor North America Locations: Korean, U.S, Georgia

☆ Tesla stock slips after EV maker misses estimates on deliveries
▼ + stars: | 2024-10-02 | by ( Lora Kolodny | In Lorakolodny | ) www.cnbc.com time to read: +3 min

In the year-ago period , Tesla reported 435,059 deliveries and production of 430,488 EVs. Last quarter, the company reported 443,956 deliveries, and production of 410,831 vehicles. Deliveries are not defined in Tesla's financial disclosures, but are the closest approximation to units sold reported by the company. Analysts were expecting deliveries of 463,310 in the period ended Sept. 30, according to estimates compiled by FactSet StreetAccount. Tesla posted its third-quarter vehicle production and deliveries report on Wednesday.

Persons: Tesla, Li Auto, FactSet StreetAccount, Ford, Tesla hasn't, Elon Musk, Donald Trump, Musk Organizations: Li, Tesla, EV, Ford, General Motors, GM, Nasdaq, Hyundai Locations: China, Seattle , Washington, US, U.S

For a decade, Elon Musk has championed the idea that one day Tesla cars will drive themselves as robotaxis. In the decade that Musk has promised driverless vehicles, competitors have made them. Alphabet -owned Waymo already operates a commercial robotaxi service in several U.S. cities, surpassing 100,000 paid rides per week as of August. Amazon -owned Zoox began testing rides for employees in February 2023 with ambitions to launch its own robotaxi service. Watch the video to see the road Tesla has taken to realizing its robotaxi ambitions.

Persons: Elon Musk, Musk, Zoox, Raymond James Organizations: Baidu, U.S, EV, Tesla Locations: China

☆ Tesla set to report Q3 deliveries ahead of robotaxi event
▼ + stars: | 2024-10-01 | by ( Lora Kolodny | In Lorakolodny | ) www.cnbc.com time to read: +5 min

Analysts are expecting Elon Musk's automaker to report about 463,310 deliveries, according to estimates compiled by FactSet StreetAccount. Tesla reported deliveries of 435,059 and production of 430,488 vehicles for the same period a year ago, before it was selling the Cybertruck. More recently, Tesla reported deliveries of 443,956 and production of 410,831 vehicles for the second quarter of 2024. Goldman Sachs last week said it expects Tesla deliveries and production "to come in-line with consensus, largely driven by the strength in the China market." Tesla brand erosionSome customer interest in buying Tesla vehicles has been chilled by the brand's strong association with Musk.

Persons: Elon Musk, Tesla, Elon, FactSet StreetAccount, Wells, Goldman Sachs, tacking, Musk —, —, he's, Donald Trump, Musk, Mike DeWine Organizations: Trump, Tesla's, EVs, Warner Bros, Baidu, SpaceX, Associated Press, CNN, NBC News, The New York Times, Twitter, The Washington Post, Springfield Police Division, Ohio Gov, Pew Research Locations: Manhattan , New York, U.S, China, Los Angeles, Springfield , Ohio

☆ These 3 ugly duckling stocks will become beautiful swans as the Fed cuts rates
▼ + stars: | 2024-09-29 | by ( Jim Cramer | ) www.cnbc.com time to read: +14 min

Some of it had to do with the old joke being that Best Buy was nothing but an Amazon showroom. CEO Corie Barry is a no-nonsense heavyweight who mastered the supply chain for Best Buy during the pandemic. As the JPMorgan recent upgrade on Best Buy said, most investors don't realize how awful this period has been for Best Buy. It doesn't hurt, of course that Best Buy has a substantial dividend — 3.68%, down from 4% and 5% when we were buying it. We have watched Eaton and Dover go higher and that was without the rate cycle, just with the data center.

Persons: Stanley Black, Decker, —, couldn't, Corie Barry, Barry, don't, It's, Stanley, Trump, Helene, Hock Tan, Marc Benioff, Mike Sievert, Blackwell, Jim Cramer's, Jim Cramer, Jim, Melissa Repko Organizations: Empire, Circuit, Intel, HP Inc, HP, JPMorgan, Williams, Dick's Sporting Goods, Abercrombie, Fitch, Depot, Procter, Gamble, Linde, Honeywell, Quantum Computing, Tech, Broadcom, VMWare, Elon, Mobile, Nvidia, Jim Cramer's Charitable, CNBC, Microsoft Locations: Sonoma, Covid, China, Lowe's, Eaton, Dover, San Francisco, Secaucus, N.J

☆ Tesla could have a tough time living up to the hype around its robotaxi event
▼ + stars: | 2024-09-28 | by ( Pia Singh | In | ) www.cnbc.com time to read: +8 min

The recent hype lifted Tesla's stock into positive territory for the year, and it's now up nearly 5% in 2024. A high-risk, high-reward venture Analysts polled by LSEG have a consensus price target of $210.71 on Tesla shares, implying a decline of 19% from Friday's close. "We believe widescale Tesla robotaxi deployment is unlikely in the coming years," Spak added. Still, the bull case around Tesla's robotaxi ambitions highlights the company's potential to provide cost-effective technology. Morgan Stanley analyst Adam Jonas is a Tesla bull with an overweight rating and a $310 price target — reflecting 19% upside.

Persons: it's, It's, Tesla, CFRA's Garrett Nelson, I've, Nelson, Bernstein, Nikhil Devnani, Joseph Spak, Spak, Tesla's, Elon, Bernstein's Devnani, Goldman Sachs, Mark Delaney, Morgan Stanley, Adam Jonas, Jonas, hasn't, CFRA's Nelson, Nelson's, Morgan Stanley's Jonas Organizations: Investors, Tesla, CNBC, LSEG, UBS, Guggenheim, Vehicle Passenger Service Locations: Los Angeles, U.S, Europe, China, Friday's, United States

☆ 3 questions Elon Musk will need to answer at Tesla's highly anticipated robotaxi event
▼ + stars: | 2024-09-26 | by ( Nora Naughton | ) www.businessinsider.com time to read: +5 min

The event, originally scheduled for August, is where CEO Elon Musk has promised to release a final design and more detailed plans for Tesla's Uber-like self-driving car service. AdvertisementIn typical form, Musk's promise that the robotaxi business was taking shape offset a major earnings miss and juiced Tesla's languishing stock price. Spak wrote. In the same note, Spak raises questions about Tesla Full Self Driving (FSD)'s rate of improvement compared to competitors like Waymo. Advertisement"Tesla's future valuation is highly dependent on its ability to develop, manufacture, and commercialize autonomous technologies," Jonas wrote.

Persons: —, Elon Musk, Tesla's Uber, Musk, juiced, Joseph Spak, Spak, Tesla, Morgan Stanley, Adam Jonas's, Jonas, Tesla's FSD Organizations: Service, Business, Tesla, UBS, Hertz, California Locations: Tesla's, robotaxi, Los Angeles

☆ We're trimming 3 winning stocks as the market settles into overbought territory
▼ + stars: | 2024-09-25 | by ( Zev Fima | ) www.cnbc.com time to read: +4 min

Following the trade, Jim Cramer's Charitable Trust will own 265 shares of META, decreasing its weighting to 4.4% from 4.56%. As a result, the market is now overbought, with the S & P Short-Range Oscillator climbing to 7.36% as of Tuesday's close. (Anything above a plus 4% indicates the market is overbought; anything below a minus 5% indicates the market is oversold.) META YTD mountain Meta Platforms YTD We're inclined to do some profit-taking. We upgraded Meta shares to a 1 rating on Aug. 2, and they are up roughly 17% since then.

Persons: Jim Cramer's, it's, Jim Cramer, Jim Organizations: Danaher, Federal Reserve, Nasdaq, Dow Jones, Justice, Google, CNBC Locations: China

☆ UBS sees AI trade still in the 'early innings' and these stocks as the best way to play it
▼ + stars: | 2024-09-25 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +3 min

UBS named "Magnificent Seven" member Apple as an AI stock to watch out for. In all, 75% of analysts covering the stock rate it buy or strong buy, according to LSEG, with consensus price targets suggesting nearly 6% upside. Nearly 9 out of 10 analysts covering the stock rate it a buy or strong buy. Raymond James recently resumed coverage of Uber as a "strong buy," citing its "Robo Rides" thesis. Other names on the list include AI darling Nvidia, alongside fellow Magnificent Seven stocks Microsoft , Alphabet , Amazon and Meta Platforms .

Persons: Sundeep Gantori, Gantori, Needham, Goldman Sachs, Goldman, Michael Ng, Raymond James, Josh Beck, Uber Organizations: UBS, Apple, Uber, Microsoft

☆ Here are Tuesday's biggest analyst calls: Nvidia, Apple, Walmart, Salesforce, Starbucks, Amazon & more
▼ + stars: | 2024-09-24 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

Here are Tuesday's biggest calls on Wall Street: Piper Sandler initiates Colgate-Palmolive and Church & Dwight as overweight Piper said both consumer products company offer an attractive risk/reward. Piper Sandler upgrades Salesforce to overweight from neutral Piper said it sees an attractive risk/reward for the stock. Bernstein reiterates Amazon as outperform Bernstein said advertising is "key to the bull case once again" for Amazon. Wedbush upgrades Comerica to outperform from neutral The firm added the regional bank to its best ideas list. " CFRA reiterates Nvidia as buy The firm says it sees Nvidia with "sustained compute demand" over the coming years.

Persons: Piper Sandler, Dwight, Piper, Baird, Jefferies, it's bullish, Raymond James reinstates Uber, Raymond James, Goldman Sachs, Goldman, KeyBanc, Morgan Stanley, immuno, Oppenheimer, Lowe's, Redburn, it's, Truist, Baird downgrades McKesson, Needham, Apple, Pinterest, Leerink, Guggenheim, Tesla, TSLA, Bernstein, CFRA Organizations: Colgate, Palmolive, Church, Jefferies, Starbucks, Avidity Biosciences, BP, Exxon, Costco, Walmart, Apple, GE Vernova, UBS, Citi, Mastercard, Visa, U.S, DOJ, Comerica, CMA, Nvidia

☆ 6 things from my San Francisco trip reveal which stocks are AI winners
▼ + stars: | 2024-09-22 | by ( Jim Cramer | ) www.cnbc.com time to read: +14 min

Almost everyone else seems to want to deploy AI in some meaningful way but don't seem to know how. It's available on HP 's AI personal computers right now but hasn't really attracted a lot of interest yet — good for Club company Best Buy 's forward earnings. For some companies, companies like CVS , this is a no brainer. One that can build things or get things or just give you a cup of your coffee. I don't know what will happen to people who are doing this now.

Persons: Jensen Huang, Marc Benioff, Copilot, hasn't, Uber, San Francisco —, Amazon's, Benioff, Benioff's, Agentforce, Tesla, Elon, Donald Trump, Pat Gelsinger, gunning, Lisa Su, Jensen, Su, wasn't, Nvidia's Blackwell, Blackwell, Mike Sievert, Jim Cramer's, Jim Cramer, Jim, Carlos Barria Organizations: Microsoft, Club, Nvidia, Oracle, HP, Devices, AMD, Saks Fifth, CVS, Siemens, Starbucks, Intel, Qualcomm, Arm Holdings, Enterprise, Constellation Energy, GE Vernova, Apple, Mobile, Jim Cramer's Charitable, CNBC Locations: San Francisco, Atlanta, Austin , Texas, Dreamforce, bailiwick, Eaton, Dover, California

☆ The self-driving future will look unremarkable. That's the point.
▼ + stars: | 2024-09-22 | by ( Lloyd Lee | ) www.businessinsider.com time to read: +5 min

The view of the Waymo depot from Sophia Tung's apartment. To be clear, Waymo's cars are impressive. AdvertisementA surveillance company reached out to Sophia Tung to upgrade her Waymo livestream equipment. Sophia TungSince it went up on YouTube, Tung's livestream has received a few upgrades. Every hour, a digital goose will also pop up somewhere on the screen — an homage to the once-honking cars, the engineer said.

Persons: —, Sophia Tung, Tung, Sophia Tung's, Tung's, ennui, Waymo, BI's Peter Kafka, livestream, It's, Christine, John Carpenter's, Stephen King, Christine doesn't Organizations: Service, YouTube, Business, Logitech, Radio, San, PACE, Plymouth, NBC Bay Area Locations: Waymos, Market, San Francisco, Tung, Sophia, German

☆ How Elon Musk hopes his new supercomputers will boost his businesses
▼ + stars: | 2024-09-21 | by ( Magdalena Petrova | ) www.cnbc.com time to read: +3 min

Dojo will process and train AI models using the large amounts of video and data captured by Tesla cars. Subscriptions to Tesla's FSD features cost $99 a month and include automatic lane changes, automatic parking and automatic stopping for traffic lights and stop signs. Tesla hopes Dojo, which Musk says has been running tasks for Tesla since 2023, will change that. Musk has said that Tesla plans to spend $10 billion this year on AI. To learn more about Elon Musk's supercomputer plans, watch the video.

Persons: Elon Musk, Tesla, They've, let's, Steven Dickens, Cruise, Didi, Musk Organizations: Futurum, Baidu, Microsoft, Google, Memphis, Elon Locations: Buffalo , New York, Austin , Texas, China, Memphis , Tennessee

☆ From frustration to excitement: The long, winding road of Alphabet's self-driving Waymo unit
▼ + stars: | 2024-09-21 | by ( Paulina Likos | ) www.cnbc.com time to read: +12 min

A long road It's been a long and winding road for Waymo since its inception in 2009 as Google's self-driving car project. The robotaxi service now has about 700 autonomous vehicles on the road across its markets. That changed about a year ago , when Uber added Waymo vehicles to its app. In February, Waymo recalled 444 of its vehicles after two Waymo vehicles hit a towed pickup truck in Phoenix. A Waymo autonomous self-driving Jaguar electric vehicle sits parked at an EVgo charging station in Los Angeles, California, on May 15, 2024.

Persons: Uber, Waymo, Tesla, it's, Jim Cramer, Jim, Morgan Stanley, Cowen, Cowen's — Bernstein, Brad Erickson, Andreessen Horowitz, Alphabet's, Ruth Porat, Erickson, Dara Khosrowshahi, Cruise, Uber's Khosrowshahi, Ethan Teicher, Tesla's, Jim Cramer's, Patrick T, Fallon Organizations: Waymo, Austin, RBC Capital Markets, CNBC, Bank of America, Aurora Innovation, General Motors, AFP, Getty Locations: West Coast, Atlanta, Austin , Texas, Phoenix, San Francisco, Los Angeles, U.S, Waymo, Austin, San Francisco , Los Angeles, Los Angeles , California

☆ Morgan Stanley’s Brian Nowak on Darden-Uber partnership
▼ + stars: | 2024-09-19 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMorgan Stanley’s Brian Nowak on Darden-Uber partnershipBrian Nowak, managing director at Morgan Stanley, joins 'The Exchange' to discuss Darden's partnership with Uber for delivery, the Uber-Waymo partnership expansion, and more.

Persons: Morgan Stanley’s Brian Nowak, Brian Nowak, Morgan Stanley, Uber Organizations: Darden

Uber announced Friday it is expanding its partnership with Alphabet’s Waymo to offer robotaxi rides in Austin, Texas, and Atlanta beginning in early 2025. Uber riders in those cities can be matched with a driverless Waymo car for some trips, according to the companies. A Waymo spokesperson said it had no plans to partner with Uber in San Francisco and Los Angeles. Uber’s initial agreement with Waymo in Phoenix also included autonomous Uber Eats deliveries in the city. Some analysts were more hopeful for a potential Uber and Waymo expansion into San Francisco.

Persons: Uber, Alphabet’s Waymo, Tesla’s, Bernstein, Waymo, “ We’re, ” Uber, Dara Khosrowshahi, Tekedra Mawakana, “ We’ve, GM’s Cruise, Cruise, Wells, Ken Gawrelski Organizations: Uber, Waymo, Atlanta, Google Locations: Austin , Texas, Atlanta, San Francisco, Los Angeles, Phoenix, Austin, San Francisco , Los Angeles

☆ Stocks making the biggest moves midday: Moderna, Uber, Boeing, Adobe and more
▼ + stars: | 2024-09-13 | by ( Brian Evans | ) www.cnbc.com time to read: +3 min

Oracle — The stock rose nearly 2% after the database software company raised its fiscal 2026 revenue outlook . Uber — Shares of the ride-sharing company advanced more than 5% following news that it plans to expand its partnership with Alphabet's Waymo . Adobe — Shares tumbled 9% after the software company issued weaker-than-expected guidance for the current quarter. Unity Software — Shares of the game engine company added nearly 7%. Discovery — Shares advanced about 9% after the media conglomerate entered an early renewal agreement with Charter Communications.

Persons: Kevin Clark, RH —, Gary Friedman, Alphabet's Waymo, Uber, Stifel, Biden, David Zaslav, —, Jesse Pound, Sean Conlon, Samantha Subin, Hakyung Kim Organizations: JPMorgan, Oracle, Aptiv, — Stock, Adobe, Boeing, Unity, Holdings, PDD Holdings, Redfin Corporation, Federal Reserve, U.S, Home, Warner Bros, —, Charter Communications, Discovery Locations: U.S, Austin , Texas, Atlanta, China

☆ PRO: Watch CNBC's full interview with Uber CEO Dara Khosrowshahi
▼ + stars: | 2024-09-13 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPRO: Watch CNBC's full interview with Uber CEO Dara KhosrowshahiDara Khosrowshahi, Uber CEO, joins 'Squawk on the Street' to discuss the company's partnership with Waymo, Uber's ability in different municipalities, and customer's willingness to accept an autonomous vehicle.

Persons: Dara Khosrowshahi Dara Khosrowshahi, Waymo

☆ Uber: Here's why Evercore ISI’s Mark Mahaney 'likes' the stock
▼ + stars: | 2024-09-13 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailUber: Here's why Evercore ISI’s Mark Mahaney 'likes' the stockMark Mahaney, Evercore ISI head of internet research, joins ‘The Excahnge’ to discuss Uber as the ride-sharing giant announced its partnership with Alphabet’s Waymo, why he favors the stock, and more.

Persons: Mark Mahaney, Mahaney, Alphabet’s Organizations: Uber

Patrick T. Fallon | AFP | Getty ImagesUber announced Friday it is expanding its partnership with Alphabet's Waymo to offer robotaxi rides in Austin, Texas, and Atlanta beginning in early 2025. Uber riders in those cities can be matched with a driverless Waymo car for some trips, according to the companies. A Waymo spokesperson said it had no plans to partner with Uber in San Francisco and Los Angeles. The expansion into Austin and Atlanta won't include Uber Eats at first, according to the Waymo spokesperson, but they're exploring that possibility for the future. Some analysts were more hopeful for a potential Uber and Waymo expansion into San Francisco.

Persons: Patrick T, Fallon, Alphabet's Waymo, Uber, Tesla, Bernstein, Waymo, We're, Dara Khosrowshahi, Tekedra Mawakana, We've, Cruise, Wells, Ken Gawrelski, — CNBC's Laura Batchelor, Lora Kolodny Organizations: AFP, Getty, Uber, Waymo, Atlanta, Google Locations: Los Angeles , California, Austin , Texas, Atlanta, San Francisco, Los Angeles, Phoenix, Austin, San Francisco , Los Angeles

☆ Waymo and Tesla have opposite problems as they compete for driverless tech dominance
▼ + stars: | 2024-09-13 | by ( Katherine Tangalakis-Lippert | Lloyd Lee | ) www.businessinsider.com time to read: +6 min

Read previewTwo major players — Tesla and Waymo — are battling for dominance in the driverless tech sector. "I think that Tesla has a software problem, and I think Waymo has a hardware problem, is the way I put it — and I think software problems are much easier." AdvertisementHe viewed Tesla as a "pioneer" in using machine learning for its autonomous driving software. But he also argued that Tesla's autonomous hardware hasn't solved the driverless equation. Waymo, on the other hand, produces an autonomous driving system capable of eliminating a human driver.

Persons: —, — Tesla, Waymo, Tesla, Andrej Karpathy, I'm, Karpathy, it's, Dan O'Dowd, Elon, Musk's, Kevin Chen, Chen, they're, you've Organizations: Service, Business, EV, The, Elon Musk's Locations: San Francisco , Los Angeles, Phoenix, Austin, who's, San Francisco

☆ Uber CEO on Waymo expansion into Austin and Atlanta
▼ + stars: | 2024-09-13 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailUber CEO on Waymo expansion into Austin and AtlantaDara Khosrowshahi, Uber CEO, joins 'Squawk on the Street' to discuss the company's partnership with Waymo, Uber's ability in different municipalities, and customer's willingness to accept an autonomous vehicle.

Persons: Atlanta Dara Khosrowshahi, Waymo Organizations: Atlanta Locations: Austin

☆ Uber stock rises on plans to expand its partnership with Alphabet's Waymo
▼ + stars: | 2024-09-13 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailUber stock rises on plans to expand its partnership with Alphabet's WaymoCNBC's Kate Rooney joins 'The Exchange' to report on Uber as the ride-sharing giant announced its partnership with Alphabet's Waymo.

Persons: Alphabet's Waymo CNBC's Kate Rooney, Uber, Alphabet's Waymo

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