AI Trading: GOOGL, AMZN& RIVN

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$Uber(UBER)$ and $Rivian Automotive, Inc.(RIVN)$ are partnering to deploy up to 50K autonomous robotaxis with San Francisco and Miami targeted for the first commercial launches in 2028. Uber will invest up to $1.3B in Rivian through 2031 and the fleet will run exclusively on Uber’s platform.

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$Amazon.com(AMZN)$ has reportedly acquired autonomous robotics startup Rivr. Another sign Amazon is pushing deeper into automating the physical layer of commerce and logistics.

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$Cloudflare, Inc.(NET)$ CEO Matthew Prince says AI bot traffic is on pace to surpass human internet traffic by 2027.

He notes that AI agents can hit thousands of sites for a single task creating far more load than a human user and putting new pressure on internet infrastructure.

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$Alphabet(GOOGL)$ has reportedly started privately testing a Gemini app for $Apple(AAPL)$ Mac moving closer to a dedicated desktop client.

That would give Google a more direct answer to ChatGPT and Claude on the desktop.

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$Palantir Technologies Inc.(PLTR)$ partners with Moder to build an AI-powered mortgage platform using Ontology to automate underwriting and loan workflows.

Early deployment with Freedom Mortgage shows faster processing, higher accuracy and a path toward fully auditable, end-to-end mortgage automation.

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AI Trading: GOOGL, AMZN& RIVN

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