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A Japanese drone maker is turning Ukraine’s battlefield lessons into business.

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Modern life runs on a stolen resource. Time slips away by 7:43 a.m. on a Tuesday, somewhere between a sleeping kid, a half-zipped duffel, and a car that’s three minutes away.For most of its existence, Uber (UBER) sold a single product against that scarcity. You opened the app, you got a car, you went to work (or wherever else you might be going).Then it sold a second product. You opened a different tab, you got dinner. Then a third, a fourth, a tenth.I’ve lost count of how many times I’ve toggled between Uber and Uber Eats inside the same 10-minute window, which is exactly the kind of friction the company has been working to file away.Now Uber Black riders are getting a new perk that briefly turns the driver into a one-time concierge. Pre-order a coffee, tea, or snack with your reservation, and have it waiting in the back seat when the car pulls up. The feature is called “Eats for the Way,” and it sounds small until you start running the numbers.

Uber Black adds complimentary, pre-ordered snacks and coffee for riders.Creative Images Lab on Getty Images

What Uber’s Eats for the Way actually doesThe mechanics are uncomplicated. After confirming an Uber Black or Uber Black SUV ride, the rider taps “add Uber Eats” inside the booking flow, picks a drink or quick bite from a nearby business, and the driver picks up the order on the route. The food is in the cup holder before the seatbelt clicks.The first wave covers six U.S. cities. Atlanta, Austin, Los Angeles, Philadelphia, San Diego, and San Francisco get the rollout first, “rolling out soon,” according to investor Shay Boloor’s post on X about the announcement.More Retail Stocks:You won’t believe what Coca-Cola just did with its coffee brandCostco reveals a new approach that could reshape the chainShoppers furious at grocery chain’s new anti‑theft ruleThe company isn’t framing this as a luxury upgrade. The feature “seamlessly blends rides and Eats” into a single booking, said Akansha Trikha, Uber’s director of product management, in comments to Food Network. The translation: Uber wants the morning coffee run to disappear as a separate decision in your day.Why this is bigger than coffee for Uber stockEats for the Way is one of half a dozen products Uber unveiled at its annual GO-GET event in New York on April 29. The bigger headline was a partnership with Expedia (EXPE) that puts more than 700,000 hotels inside the Uber app. But Eats for the Way is the one that hints at the strategy underneath everything else. Every new tile is another reason to stay inside the app.The CEO said the quiet part out loud at the event. Uber is now in the business of “helping people go, get, and now travel all in one place,” Dara Khosrowshahi told the room, per Uber’s investor news release. It’s a tidy line, and a clear signal of where the company’s product road map is pointed. Away from one-off transactions, toward a single subscription that owns your weekday morning and your weekend trip.That subscription is Uber One. And the scale is no longer hypothetical.When I dug into Uber’s most recent investor disclosures, the numbers explained why a $4 cappuccino feature warrants a press event:Uber One had grown to 46 million members as of Dec. 31, 2025, according to Uber statistics compiled by ExpandedRamblings.Those members generate more than 40% of the company’s total platform bookings, per a Mobisoft analysis of Uber’s most recent earningsFull-year 2025 revenue hit $52 billion, an 18% YoY jump, according to Uber’s earnings.Members are the moat. The riders who pre-order a $5 oat-milk latte from the back seat are the same riders booking $300 hotels and $40 airport pickups. Uber One is the loyalty card that ties those transactions together, and Eats for the Way is one more reason not to cancel it.What Eats for the Way means for your walletThis is where the math gets uncomfortable for the casual user. Uber One costs $9.99 a month or $96 a year. For someone who orders Uber Eats twice a month and takes two airport rides a year, the membership pays for itself on delivery fees alone.For someone who books Uber Black premium rides occasionally, the math changes. Eats for the Way pulls in a cohort that wasn’t sold on the membership before. The morning commute crowd. The before-flight crowd. The “I’d pay $20 to skip Starbucks” crowd. That’s the wallet Uber is going after.I ran the numbers against the average daily coffee habit, and the trade looks like this. A $5 morning latte ordered through Eats for the Way, plus the standard markup Uber charges on Eats orders, plus the tip you’ll feel obligated to add, plus the $9.99 membership that’s now starting to make more sense than it did last week. None of those numbers individually look like a budget event. Stitched together, they’re a slow leak.There’s another wrinkle the personal finance reader should clock. Uber One members earn 10% back in Uber Credits on hotel bookings and get at least 20% off a rotating list of 10,000 hotels through the new Expedia tie-up, per the Uber announcement. For a budget-conscious traveler who already takes a couple of trips a year, those credits compound. For a rider who never books a hotel through the app, they’re irrelevant.The core question every reader should ask is whether the convenience is replacing something you were already paying for or piling onto something new. A coffee picked up on the way is a substitute for a coffee picked up at a counter. That’s a wash. But “I might as well, since the app is open” is the most expensive sentence in personal finance, and Uber’s app is now open more often than ever.How Wall Street is reading the everything-app pushAnalysts liked what they saw at GO-GET, with one caveat about execution.BMO Capital analyst Brian Pitz reiterated his “Outperform” rating on Uber after the showcase and held his price target at $106 a share, which represents roughly 41% upside from where the stock was trading after the event, according to Investing.com’s coverage of his research note. The new offerings should “increase app stickiness and frequency,” Pitz wrote in the same note.The broader Street agrees. Uber carries a “Strong Buy” consensus from 27 analysts with an average 12-month price target of around $106, as TipRanks data summarized by BigGo Finance shows. The skeptical reading also has a constituency. Western consumers have historically resisted the super-app model that worked for WeChat and Alipay in Asia, and stacking hotel bookings, food delivery, and ride-hailing inside one experience risks a cluttered interface, as noted in MEXC News coverage of the post-event reaction.In my analysis, that’s the right risk to flag. The Uber app is already a busy place. If the company gets the design right, the stickiness Pitz is pricing in materializes. If it gets it wrong, the riders who just wanted a car will leave for Lyft (LYFT).What to watch next for UberEats for the Way is the kind of feature that gets dismissed as a gimmick on launch day and remembered as a turning point three years later. It is a small product with a clear job. Make the morning easier, deepen the membership, narrow the gap between booking a ride and running an errand.The next thing to watch is whether Uber pushes Eats for the Way beyond Black-tier rides into UberX, which is where the volume actually lives. The more the average commuter can layer their day onto a single subscription, the more the everything-app pitch stops being a slide deck and starts being a habit.Related: Uber CEO has a strong 2-word message for investors

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U.S. stock-index futures rose and oil prices fell Sunday, after President Donald Trump said the U.S. will work to “free” neutral shipping that’s been stranded in the Persian Gulf since the start of the war with Iran.

Anthropic’s CEO warns that half of all entry-level white-collar jobs could vanish within one to five years, potentially driving U.S. unemployment to between 10% and 20%, a range that at its upper end would exceed any level seen since World War II. Goldman Sachs estimates that 300 million jobs globally are exposed to AI-driven automation, a figure that is difficult to ignore, according to Goldman Sachs Research.J.P. Morgan Private Bank tackled that question in a sweeping analysis published on April 21, 2026, and the verdict from strategists Jacob Manoukian and Justin Biemann is far more measured than the doom-and-gloom narrative suggests. The report identifies three specific forces that could keep AI from steamrolling the entire labor market at once.J.P. Morgan identifies three constraints holding back AI job displacementManoukian and Biemann, the bank’s U.S. head of investment strategy and its global investment strategist, contend that three limiting factors will slow AI’s march through the workforce: Capability constraints of current AI models: Manoukian and Biemann argue that existing systems still face limitations in reasoning, accuracy, and the ability to handle complex real-world tasks.Massive physical infrastructure required to scale the technology: The two strategists note that expanding AI adoption depends on building costly data centers, securing advanced chips, and meeting rising energy demands.Regulatory, organizational, and sociopolitical resistance: They also emphasize that governments, companies, and the public are likely to impose rules, adapt cautiously, and push back against rapid disruption.This framing matters because the most prominent AI leaders are painting a far darker picture of what lies ahead for workersAI models are improving fast, but the reliability gap with human workers remains largeThe bank acknowledges that frontier AI models can complete tasks that take human experts approximately 12 hours in less than half the time, a massive leap from just months earlier. The catch is that reliability drops sharply when the success threshold rises even modestly, the report argued, using data from AI benchmarking firm METR.At an 80% success rate, current models can handle work that takes a human expert just over one hour, compared to nearly 12 hours at a 50% threshold, according to METR benchmarking data cited by J.P. Morgan. A study by Stanford economist Erik Brynjolfsson, MIT’s Danielle Li, and Lindsey Raymond found that AI assistance boosted customer support worker productivity by 14% on average, with the largest gains accruing to novice and lower-skilled workers, according to the Quarterly Journal of Economics. The largest gains are going to novice workers, who saw a 34% improvement in solving issues per hour, according to the National Bureau of Economic Research. The market pricing itself tells the story: a white-collar worker earning $75,000 per year costs roughly $50 per hour, while a GPU chip can be rented for $2.50 per hour, a 20-to-1 cost advantage.

AI is getting better quickly, but it’s still not as reliable as humans, limiting complex tasks even as costs drop and productivity gains rise significantly.Milan_Jovic/Getty Images

Data centers and power grids impose a physical ceiling on AI’s labor market impactReplacing 10 million workers at the technology’s current performance ratio would require nearly 50 million specialized GPU chips, roughly double the U.S. pipeline of planned capacity through 2028. Research firm Epoch AI estimates that only 24 frontier data centers are operational, under construction, or planned across the country, housing approximately 25 million chips by the end of 2028, J.P. Morgan noted.Microsoft’s Fairwater data center campus in Mount Pleasant, Wisconsin, Phase 1 of which went live in early 2026, represents a $3.3 billion initial investment, with Microsoft’s total Wisconsin commitment reaching more than $7 billion across two facilities, according to Microsoft. Epoch AI estimates the campus will reach a peak electrical load of 3.3 GW in late 2027, exceeding Los Angeles’s average of 2.5 GW. Grid interconnection wait times currently range from three to five years, and TSMC, which produces over 90% of leading-edge chips, has only recently begun expanding capacity to meet surging demand.Regulators and corporate caution will slow AI deployment across major industriesFinancial services regulators, including the Federal Reserve and the Office of the Comptroller of the Currency, have issued guidelines on the use of AI models in decision-making, according to J.P. Morgan Private Bank. “The big story in 2026 in labor will be AI…If we see some job losses pulled forward, that sets the stage for potential underperformance relative to our forecast, and that may lead the Federal Reserve to cut rates.” said Joseph Briggs, Co-lead of global economics, Goldman Sachs Research.McKinsey research suggests that even routine enterprise software takes 18 to 36 months to move from pilot to scaled deployment. The political dimension is heating up as well, with Missouri Republican Senator Josh Hawley positioning himself as an explicitly anti-AI presidential candidate for 2028, Axios reported in January 2026. Yann LeCun, former Meta chief AI scientist and now Executive Chairman of AMI Labs, weighed in on April 18, 2026 in a post on X, urging the public to listen to economists rather than AI company executives when evaluating labor market risks.Current labor data offer reassurance, but younger workers face growing pressureThe Yale Budget Lab published an updated analysis in April 2026 tracking AI’s impact on U.S. employment since ChatGPT’s launch and found no substantial acceleration in labor market disruption attributable to the technology. The U.S. unemployment rate stood at 4.3% in March 2026, with the economy adding 178,000 nonfarm payroll jobs that month, the Bureau of Labor Statistics reported.Anthropic’s research team released a study in March 2026 reaching a similar conclusion, finding limited evidence that AI has meaningfully affected employment to date when measured across broad occupational categories, according to Anthropic.More Wall Street:JPMorgan resets S&P 500 price target for the rest of 2026Vanguard challenges the S&P 500 as a one-stop strategyGoldman Sachs resets Broadcom stock forecastThe picture is more complicated for younger workers, however, and Brynjolfsson’s research team found that employment among workers aged 22 to 25 in the most AI-exposed occupations fell by 13% relative to late 2022.The Dallas Federal Reserve published research in February 2026 showing that wages are climbing in AI-exposed occupations that value tacit knowledge, gained through experience, while entry-level workers whose jobs rely on textbook knowledge face mounting competition from automated systems.J.P. Morgan sees investment opportunity where others see only disruptionThe infrastructure bottleneck is not just a brake on worker disruption; the bank frames it as an investment thesis for firms supplying the physical backbone of the AI buildout. The bank pointed to chipmaker Nvidia, which showed approximately 73% year-over-year revenue growth and 68% operating margins, as well as Broadcom.Goldman Sachs Research’s Briggs estimates that, in his base-case scenario, with AI adoption spreading over a decade, the unemployment rate would rise by just 0.6 percentage points. For workers wondering whether AI is coming for their role, the answer from J.P. Morgan’s research is not if, but when, and the bank is betting the timeline will be far more gradual than the loudest voices in Silicon Valley predict.Related: J.P. Morgan shares tips to protect your portfolio amid Middle East tensions

Water scarcity is emerging as a critical constraint on global energy production, shaping shale, power generation, hydrogen, and data center growth.

Cathie Wood is doubling down on her buy-the-dip strategy. The Ark Invest chief just picked up shares of a megacap tech name that fell 9% after reporting results.In 2025, the flagship Ark Innovation ETF gained 35.49%, far outpacing the S&P 500’s return of 17.88% in the same period. But so far this year, Wood’s flagship Ark Innovation ETF (ARKK) is down 1.22%, while the S&P 500 surged 5.62%, Yahoo Finance data shows.Wood gained a reputation after the Ark Innovation ETF delivered a 153% return in 2020. However, her style also brings painful losses in bearish markets, as seen in 2022, when the Ark Innovation ETF tumbled more than 60%.Those swings have weighed on Wood’s long-term gains. As of April 29, the Ark Innovation ETF has delivered a five-year annualized return of -8.48%, while the S&P 500 has an annualized return of 13.21% over the same period, according to data from Morningstar.Cathie Wood expects “the most powerful capital spending cycle in history”Wood focuses on high-tech companies across artificial intelligence, blockchain, biomedical technology, and robotics. She thinks these businesses have strong growth potential, though their volatility often causes fluctuations in the Ark’s funds.According to Morningstar analyst Bella Albrecht, two of Wood’s Ark funds were among the worst-performing ETFs in the first quarter of 2026. The Ark Next Generation Internet ETF (ARKW) ranked second on the list, while the ARK Innovation ETF placed fifth.

In the 12 months through April 30, the Ark Innovation ETF saw roughly $1.23 billion in net outflows.Getty Images

From 2014 to 2024, the Ark Innovation ETF wiped out $7 billion in investor wealth, according to a March 2025 analysis by Morningstar’s analyst Amy Arnott. That made it the third-biggest wealth destroyer among mutual funds and ETFs in Arnott’s ranking. The analyst hasn’t updated the 2025 ranking.In a March Bloomberg podcast, Wood says the global economy is not heading into a downturn, but into what she calls a “great acceleration” driven by AI and other breakthrough technologies.“We’re not going into the Great Depression, we’re going into the great acceleration,” Wood said, pointing to how past technological revolutions reshaped economic growth.Related: Cathie Wood buys $14.1 million of megacap tech stockShe noted that global real GDP growth averaged just 0.6% between 1500 and 1900, before the Industrial Revolution lifted it to around 3% for more than a century. Now, she argues, a new wave of innovation could push growth much higher.“We think [technologies] are going to take growth into the 7 to 8% range,” Wood said, adding that the number may actually be conservative.Wood also noted that AI is driving down costs across industries.“These technologies are deflationary,” she said. “AI training costs are dropping 75% per year, and inference costs are falling as much as 85% to even 98% annually.”In a letter published in January, Wood rejects the “AI bubble” talk, saying it “is years away” and “the most powerful capital spending cycle in history” is coming.”What once was the cap in spending seems to have become a floor now that the AI, robotics, energy storage, blockchain technology, and multiomics sequencing platforms are ready for prime time,” she said.But not all investors agree with Wood’s optimism. In the 12 months through April 30, the Ark Innovation ETF saw roughly $1.23 billion in net outflows, according to data from ETF research firm VettaFi. Cathie Wood buys $28.7 million of Meta stockOn April 30, Wood’s Ark funds bought 47,201 shares of Meta Platforms Inc (META), according to Ark’s daily trade information. These shares are valued at approximately $28.7 million based on the latest closing price of $608.75. Shares of Meta have tumbled nearly 10% over the past five trading days, including an 8.6% drop on April 30, the day after its earnings report, Yahoo Finance data shows. Related: Bank of America revamps Amazon stock target after earningsThe company reported first-quarter results on April 29. Adjusted earnings per share came at $7.31, above the $6.79 expected, while revenue rose 33% from a year earlier to $56.31 billion, topping estimates of $55.45 billion and marking its fastest growth since 2021.However, Meta’s capital expenditures came in below forecasts, and user growth missed estimates.Daily active people (DAP) for the quarter reached 3.56 billion, up 4% from a year earlier but down more than 5% from the previous quarter and below Wall Street expectations of 3.62 billion. Meta attributed the decline to “internet disruptions in Iran” and “a restriction on access to WhatsApp in Russia.” Meta’s capital expenditures for Q1 were $19.84 billion, below estimates of $27.57 billion, according to data pulled by CNBC from StreetAccount.  But the company raised its full-year capex outlook to the range of $125 billion to $145 billion, up from a prior range of $115 billion to $135 billion.“This reflects our expectations for higher component pricing this year and, to a lesser extent, additional data center costs to support future year capacity,” Meta said in an announcement.Meanwhile, Meta is cutting labor costs. The company said last week that it will lay off about 10% of its workforce, or roughly 8,000 employees, and halt hiring for 6,000 open roles, following earlier cuts in January and March.Bank of America analysts led by Justin Post raised the firm’s price target on Meta to $835 from $820 and reiterated a buy rating following the results.”With stock still a ‘show-me’ story on AI returns, increasing 3P capacity commitments and a $10bn higher capex outlook for 2026 likely weighed on sentiment,” the analysts explained the stock’s recent decline.The analysts said Meta is increasing AI spending while cutting jobs to offset costs, a mix that may not be sustainable for the longer term. They added that returns from AI are still less clear than for cloud providersHowever, Meta’s core AI-driven ad business “continues to put up impressive results,” the analysts added.Meta is not a top 10 holding in the Ark Innovation ETF.Top 10 holdings of the Ark Innovation ETF as of May 1, 2026:Tesla (TSLA) 9.73%Tempus AI (TEM) 5.35%Advanced Micro Devices (AMD) 5.18%CRISPR Therapeutics (CRSP) 4.98%Shopify (SHOP) 4.37%Roku (ROKU) 4.33%Robinhood Markets (HOOD) 4.30%Coinbase (COIN) 4.23%Circle Internet Group (CRCL) 3.84%Palantir Technologies (PLTR) 3.13%Other than buying Meta shares, Cathie Wood’s recent moves include adding to Alphabet (GOOG), Roblox (RBLX), Robinhood Markets (HOOD) and Intellia Therapeutics (NTLA), while trimming positions in Advanced Micro Devices (AMD) and Twist Bioscience (TWST).Related: McDonald’s rival closes 729 more restaurants