Keep pulling the thread on Bloomberg Intelligence.
Waymo has doubled its number of autonomous vehicle rides over the past 12 months.
Mandeep Singh predicts that Uber and Lyft will need to alter their asset-light business models to incorporate more autonomous vehicle capacity onto their platforms.
Michael Halen states that McDonald's is currently engaged in the most aggressive discounting campaign he has seen in his career, increasing competitive pressure on rivals like Wendy's.
Intel CEO Liputan has formed an alliance with President Donald Trump, leading to the U.S. government becoming a major investor in Intel.
Elon Musk has stated his companies plan to partner with Intel on building semiconductor factories.
NVIDIA CEO Jensen Huang has expressed that he believes Intel's CPUs will see a resurgence in demand due to the AI boom.
The U.S. government holds a 5.5% stake in Intel, making it the company's third-largest shareholder after BlackRock and Vanguard.
Despite recent optimism and stock performance, Intel still has significant work to do to improve the quality of its products and factories.
Waymo is currently providing 500,000 autonomous vehicle rides across more than 10 cities in the U.S.
While Uber and Lyft are still growing at double-digit rates, they are beginning to experience pressure on their take rates due to competition from autonomous vehicle services.
Lyft has partnered with Waymo in Nashville and with Baidu in London for autonomous vehicle services.
Mandeep Singh believes Lyft's current partnerships with Waymo and Baidu will not be sufficient to compete with Waymo's rapid expansion.