Uber’s New Acquisition and GE Aerospace’s Search for Parts

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 16 July 2026

⏱️ 25 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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; podcasts@fool.com 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 sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Who ordered the Uber acquisition today on Motley Fool Hidden Gems Investing?
0:07.0	Welcome to Motley Fool Hidden Gems Investing. I'm your host for today, Tyler Crowe,
0:16.0	and today I'm joined by longtime contributors, John Quast, and Matt Frankel.
0:20.0	Earning season is starting to heat up.
0:22.5	Not as many companies are rolling in.
0:24.9	We'll start to see that later in the month and early August.
0:27.5	But we do have some early trickles in.
0:29.8	Notably today, we had GE Aerospace.
0:32.5	We'll also get to our mailbag where we have some listener questions,
0:35.0	but we want to start today with the big announcement from Uber Technologies who announced that they are going to acquire German delivery
0:41.8	company, delivery hero, in a $14.8 billion deal. Now, this has been telegraphed a little bit. Uber
0:50.0	already had a outstanding stake in the company, and they agreed to acquire from, I believe
0:56.7	it's a misprice, I hope I don't pronounce this wrong, but Proces. They had a stake in the company,
1:02.0	and they've agreed to sell it to Uber. So Uber is going to have a 53% stake with this and then do a
1:06.9	voluntary, hey, who wants to sell their shares to us, we'll buy them at a set price. That's
1:11.0	kind of how the deal is structured. There's also a little bit of sell some of deliver
1:15.2	heroes, assets in certain countries to avoid any jurisdiction, regulatory, antitrust
1:21.1	sort of issues. But I think the big thing to me, and Matt, I want to really read on this here. When I think of Uber,
1:30.9	we always think of like ride hailing more specifically than delivery. And so this $14.8 billion
1:36.4	deals seems to be like a, hey, we really want to be much more in delivery than we do just the
1:41.6	ride share part. Yeah. So most investors don't realize it,
1:45.6	but Uber's mobility,
	...

Transcript will be available on the free plan in 25 days. Upgrade to see the full transcript now.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.