
Uber’s New Acquisition and GE Aerospace’s Search for Parts
From Motley Fool Hidden Gems Investing by The Motley Fool
July 16, 2026 · 26 min
About this episode
The episode discusses Uber's acquisition of Delivery Hero and GE Aerospace's challenges in sourcing materials.
Shares of Uber are right about where they were a little over two years ago. The company has been grappling with how to navigate the world of robotaxis. One way is to lean into delivery services, and that’s why the company announced the acquisition of Delivery Hero today for $14.8 billion. Matt, Jon, And Tyler discuss Uber’s reasons for doing this now and whether a push into delivery can fend of the challenges from robotaxis. Plus, GE Aerospace’s having a hard time sourcing materials and whether emerging industries are worth betting on now.Have a question? Email us; [email protected] Want to take the next step in your investing journey? Explore Motley Fool’s Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic Tyler Crowe, Matt Frankel, and Jon Quast discuss:- Uber’s acquisition of Delivery Hero- How “sticky” are ridesharing apps- GE Aerospace’s earnings- Can AI infrastructure cause supply chain headaches for others?- Mailbag: How to view emerging industries & technologiesCompanies discussed: UBER, DASH, GOOGL, GE, GEV, TMC,Host: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: Bart Shannon Disclosure: Advertisements are…
People in this episode
Host: Tyler Crowe
Guests: Matt Frankel, Jon Quast
Topics covered
- Uber acquisition
- delivery services
- robotaxis
- GE Aerospace
- supply chain
- emerging industries
Keywords
- Uber
- Delivery Hero
- GE Aerospace
- robotaxis
- supply chain
- emerging industries
- investing
- business
Mentioned in this episode
Organizations: Uber, Delivery Hero, GE Aerospace, The Motley Fool, TMF
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