AMD earnings analysis: questions answered and next catalysts

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• Waymo confirms it will split with Uber in January 2028

  The autonomous vehicle company is taking full control of its rider operations in Austin and Atlanta by ending an agreement several months ahead of its original May 2028 expiration date. Moving to its proprietary app addresses user complaints regarding inconsistent ride experiences, where passengers were uncertain whether a driverless vehicle or a human-driven car would arrive. This shift allows the firm to prioritize a direct consumer relationship over third-party platform scale.

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• BYD doubles its Brazil market share to 9.7% a year after opening its local plant

  The Chinese automaker's rapid expansion reflects significant momentum following its manufacturing investments in Latin America. Reaching this milestone positions the brand as a formidable competitor against established vehicle manufacturers across the nation. This surging customer adoption highlights strong regional demand for the company's expanding fleet offerings.

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• Nintendo is losing a Switch cartridge supplier

  Memory manufacturer Macronix is shifting its manufacturing focus away from legacy ROM hardware toward data center memory solutions following major drops in cartridge-related revenue. This realignment forces a supply chain transition for the gaming giant, which still heavily relies on traditional boxed software despite broader digital trends across the video game industry.

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