Today’s edition feels like a crossover episode:
🚗 Robotaxis are going mainstream
⚡ AI is moving from screens to streets
🛢️ And geopolitics just reminded everyone who still controls energy

Let’s break it down 👇

Uber ($UBER) is going all-in on a future where your driver… doesn’t exist.

The ride-hailing giant just announced a $1.25B investment into Rivian ($RIVN) — kicking off with a $300M stake and a massive order for autonomous vehicles.

Rivian stock popped +3.8%. Uber? Down -1.7%.
Classic “spend now, maybe win later” reaction.

This isn’t just an Uber story — it’s really an Nvidia ($NVDA) story.

Uber also partnered with Nvidia to expand robotaxi services to 28 cities globally by 2028.

💡 Nvidia’s role:

CEO Jensen Huang called this the “ChatGPT moment” for self-driving cars.

Translation:
AI is leaving chatbots… and entering the physical world.

Uber isn’t building cars — it’s building the platform layer.

And it’s stacking partners fast:

This matters because the market may not be winner-takes-all.

📊 Deutsche Bank says Nvidia’s ecosystem creates a decentralized supply of robotaxis, meaning:

👉 More suppliers
👉 Lower costs
👉 Faster scaling for Uber

🟢 Big Picture: Uber is positioning itself as the “App Store” of autonomous vehicles — owning demand while others fight over supply.

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Here’s what else is shaking markets:

🛢️ Energy markets spike after Middle East tensions
Iran attacked key energy infrastructure in Saudi Arabia and Qatar — including a facility handling ~20% of global LNG supply. Oil and European gas prices jumped instantly. Trump promised retaliation, escalating global risk.

📡 Tower Semiconductor ($TSEM) surges ~17%
The chipmaker rallied after signing a deal with Oriole Networks to build high-speed AI networking infrastructure — another signal that AI demand is moving into hardware bottlenecks.

🏛️ Fed drama intensifies
Trump is reportedly considering Stephen Miran as interim Fed Chair if Kevin Warsh’s nomination stalls — while also pushing the DOJ to continue probing Jerome Powell. Monetary policy just got political again.

Uber is building the network.
Nvidia is building the brains.
Energy markets are reminding everyone that AI still runs on electricity — and geopolitics.

The future is autonomous…
But the risks are still very human.

Thanks for reading Cash Nut 🥜

If this made you rethink the future of driving (or investing), share it with someone still calling cabs manually.

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