On July 25, Uber fell 4.08% in regular trading, trading at approximately $66.58/share, with turnover of $944 million. The decline was triggered by news that Waymo has formally notified Uber of its intention to independently enter certain markets once their partnership contract expires in January 2028.

According to reports, Waymo is also actively studying alternative plans to terminate its cooperation with Uber, signaling a strategic departure from the current collaborative model. The autonomous driving firm's independence declaration introduces significant uncertainty to Uber's core mobility business moat. Uber is currently in a multi-front expansion phase, including a $14.8 billion acquisition offer for Delivery Hero and a 10% reduction in customer service roles as part of its AI transformation strategy. However, the potential loss of Waymo's autonomous vehicle technology integration raises questions about Uber's long-term competitive positioning in the ride-hailing segment, prompting selling pressure from investors.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)