EPISODE · Feb 25, 2026 · 4 MIN
Microsoft, Nvidia, Uber back Wayve's $1.2B funding
from Wall Street Breakfast · host Seeking Alpha
Self-driving startup Wayve raises $1.2B from Microsoft, Nvidia, Uber (0:20) Uber Air and Joby Aviation (1:10) HP's EPS outlook challenged by memory headwinds (1:50) Majority of US teens use AI (2:30)Tom Lee spies bottom in software stocks (3:20)Show links: HP's EPS outlook challenged by memory headwinds, say analysts; stock fallsLowe's issues cautious FY26 outlook on housing market headwindsEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
What this episode covers
Self-driving startup Wayve raises $1.2B from Microsoft, Nvidia, Uber (0:20) Uber Air and Joby Aviation (1:10) HP's EPS outlook challenged by memory headwinds (1:50) Majority of US teens use AI (2:30)Tom Lee spies bottom in software stocks (3:20)Show links: HP's EPS outlook challenged by memory headwinds, say analysts; stock fallsLowe's issues cautious FY26 outlook on housing market headwindsEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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Microsoft, Nvidia, Uber back Wayve's $1.2B funding
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