Ernie season is in full swing and we have good news for investors today.

Monty Fool Hidden Gems Investing starts now.

Welcome to Molly Poole and Gems Investing.

I'm Travis Holm. I'm joined today by Lou Whiteman and Rachel Warren.

And this is one of those days during earnings season where there is just a flood of earnings.

So we got some interesting announcements. We're going to talk today about Uber, Disney, and Novo Nordisk. Let's start with

Uber Lou. Disruption has been on the market's mind in 2026, and that has impacted a lot of

software-related stocks. Uber is maybe in the crossfire a little bit here, but shares were down about 12% over

the past year. There's worries that Waymo is going to take market share. Tesla is potentially

expanding, although we don't know how quickly that's going to happen. But Uber's really taking

an interesting strategy here, not only moving into autonomy overall, but also becoming more than a ride sharing

company. They've got more retailers. They recently announced hotels on the app. And their earnings

were pretty good. I mean, they're still growing at 20-ish percent and just compounding that year

over year. So when you look at their earnings and the strategy shift that they're going through right now, what do you, what do you think? I mean, look, I love what they're doing. I think the core business looks great. I mean, this whole idea of like, and, you know, if we were talking about beforehand, this everything app that they're creating, moving around. I'll take the under on that, Travis. I find me. You don't think that they can, that Uber is going to be a one stop shop for all things, mobility related, whether you're moving people, products, don't go to vacation. Look, look, it makes total sense. Just like PayPal's everything app made total sense as your one stop shop on your phone. Just likeadow, what they tried to do with WhatsApp, especially

in developing markets, made all the sense in the world as a one-stop-everything app.

X makes perfect sense as a one-stop-everything app. People don't want everything apps.

Companies want everything apps because everything means we get

all of the revenue. We can expand our business on the back of our customer base. I get that,

but customers don't want that. Customers are used to what they're doing. There's really, unless you

really, really give them a deal and ruin the economics for you, how do you change just behavior?

And look, it's a great idea.

If they're not spending too much, go for it.

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