Growth

Uber exceeded Q4 revenue expectations, driven by strong mobility and delivery growth. However, a cautious profit outlook and equity revaluation headwinds led to a share price dip. The company saw significant user growth and bookings, with positive projections for Q1. Uber also announced a new CFO and remains bullish on autonomous vehicles, aiming for global AV facilitation by 2029. Investments in Uber One, advertising, and AI integrations are also key priorities.

At the start of 2026, investors reviewed 34 holdings, focusing on potential turnarounds and resilience. Key turnaround candidates include Nike, Procter & Gamble, Starbucks, and Texas Roadhouse. The portfolio also features strong conviction in Apple, Amazon, Broadcom, Boeing, and BlackRock. Other notable companies like Bristol-Myers Squibb, Capital One, Costco, Salesforce, CrowdStrike, Cisco, DuPont, Danaher, Dover, Eaton, GE Vernova, Corning, Alphabet, Goldman Sachs, Home Depot, Honeywell, Linde, Eli Lilly, Meta, Microsoft, Nvidia, Palo Alto Networks, Qnity Electronics, TJX Companies, and Wells Fargo are also under assessment for their strategic positions and future growth.

Teads has appointed Dani Cushion as Chief Marketing Officer to lead global marketing initiatives and drive expansion. With a background in leading marketing for major tech and media firms, including Innovid and Cardlytics, Cushion is expected to accelerate Teads’ growth and enhance advertiser outcomes within the evolving ad tech landscape, particularly in Connected TV. This strategic hire supports Teads’ focus on strengthening its leadership and omnichannel platform.

SmartStop Self Storage REIT celebrates 15 years of significant growth in Canada. Since 2010, the company has strategically expanded its operations, now boasting the largest footprint in the Greater Toronto Area and the fourth-largest nationwide. With 49 properties across four provinces, including a new facility in Montréal, SmartStop has established itself as a trusted leader by focusing on operational excellence, customer service, and community relationships, while continuing to innovate and expand its market presence.

The global tablet market continues to thrive, with Q3 2025 shipments reaching 40 million units, a 5% year-over-year increase. Growth is driven by demand in regions like the Middle East, Central Europe and China, plus Japan’s GIGA 2.0 education initiative boosting Chrome tablet shipments. Apple leads the tablet market, while Lenovo shows strong growth driven by EMEA commercial tablet sales. Omdia anticipates a potential slowdown in 2026 due to softening replacement demand, necessitating innovation in hardware and software.

Despite reporting better-than-expected Q3 revenue ($13.47B vs. $13.28B expected) and strong growth (revenue up 20% YoY), Uber shares fell 5%. Key highlights included EPS of $3.11, a 22% increase in trips to 3.5 billion, and a surge to 189 million monthly active platform consumers. Net income nearly tripled to $6.6B, boosted by tax and investment benefits. Uber anticipates Q4 gross bookings of $52.25B-$53.75B and adjusted EBITDA of $2.41B-$2.51B. CEO Khosrowshahi emphasized innovation, affordability, and AI integration as drivers of future growth.

Palantir (PLTR) reported strong quarterly results, exceeding expectations with $1.18 billion in revenue and adjusted EPS of 21 cents. The company’s AI Platform (AIP) is driving growth, reflected in a 63% revenue surge and a more than tripled net income. Q4 revenue guidance is optimistic at $1.33 billion. U.S. government and commercial sectors saw substantial growth. Palantir raised full-year revenue and free cash flow forecasts. Fueled by retail investor enthusiasm, shares have surged. CEO Karp acknowledges AI market risks but asserts Palantir’s strength.

Zeekr Intelligent Technology Holding Limited (ZK) announced October 2025 deliveries of 61,636 vehicles across Zeekr and Lynk & Co brands, a 9.8% year-over-year increase and a 20.5% month-over-month jump. Zeekr-branded EVs accounted for 21,423 units. The growth is attributed to customer trust, with over 2.15 million cumulative users. Zeekr focuses on differentiation through vehicle design, ADAS, OTA updates, and charging infrastructure. Analysts emphasize the importance of software, e-powertrain technology, and EV supply chain development for Zeekr’s long-term competitiveness.

XPeng reported a record-breaking month in October 2025, delivering 42,013 smart EVs, a 76% year-over-year increase. This marks the second consecutive month exceeding 40,000 deliveries. Year-to-date deliveries reached 355,209, a 190% increase from 2024. XPeng is expanding internationally, entering seven new markets, and its XNGP driver assistance system boasts an 86% urban driving penetration rate. The company will showcase its AI advancements at the upcoming XPeng AI Day event.

IBM reported a strong Q3, exceeding expectations with adjusted EPS of $2.65 and revenue of $16.33 billion. Revenue grew 9% year-over-year, driven by AI traction, with AI-related bookings surpassing $9.5 billion. IBM raised its full-year revenue growth forecast to “more than” 5% and free cash flow to $14 billion. Software and Consulting revenues also performed well, with Infrastructure experiencing a significant increase. Despite the positive results, shares dipped in after-hours trading.