Uber has been in the middle of the autonomy debate and recently added hotels to the mix, so we’re wondering if they can be the “everything” app built around transportation? First quarter results indicated they have the momentum to do it. We also get to results from Disney and Novo Nordisk, which had investors cheering today. 

Travis Hoium, Lou Whiteman, and Rachel Warren discuss:

- Uber’s Q1 2026 results
- Can Uber make an “everything” app?
- Disney’s momentum and challenges
- Novo Nordisk’s GLP-1 conundrum

Companies discussed: Uber (UBER), Expedia (EXPE), Disney (DIS), Novo Nordisk (NOVO).

Host: Travis Hoium
Guests: Lou Whiteman, Rachel Warren
Engineer: Dan Boyd


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