Daily Earnings: Agentic AI Rewrites Software & Hardware (UBER, APP, ARM) | May 6

The transition to autonomous AI is fundamentally altering data center hardware and forcing tech platforms to explicitly sacrifice human hiring budgets to fund non-human compute.• UBER is suppressing headcount growth to offset server costs while bots autonomously commit production code.• APP is entirely overhauling its advertising interface to serve independent agentic users instead of human marketers.• ARM is designing massive dedicated CPU racks solely to route the continuous background traffic generated by these bots.Beneath this massive automation shift, gig economy mechanics are maturing as UBER officially abandons adjusted EBITDA in favor of strict GAAP accounting.