Gasgoo Daily: FAW, Toyota and GAC Sign New Cooperation Pact; XPENG Names Robotaxi Service YOYO; Pony.ai, Uber Plan London Robotaxi Road Tests

Uber Technologies agreed to acquire ezCater for $2.3B, expanding its catering services. ezCater generated $2.5B in gross bookings over the past year. The deal is subject to regulatory approvals. Uber aims to combine ezCater's B2B expertise with its Uber Eats network. DoorDash and Grubhub have also expanded catering offerings.

XPENG delivered 41,256 vehicles in September 2026, up 5% from August, with Q3 deliveries totaling 118,390 units, a 15% increase. The company launched the XPENG G9L and saw strong sales for the MONA L03 and GX models. XPENG also introduced a new VLA update and plans to mass-produce humanoid robots by year-end, according to the company.

Analysts maintain Buy ratings on Uber (UBER) with $100 price targets, suggesting ~45% upside. They cite growth in mobility, delivery, and Uber One, plus cost reductions. Uber acquired ezCater to expand Uber Eats and Uber for Business, aiming to increase Delivery Services revenue and driver earnings.

Uber and LBT IP II asked a California judge to rule that Uber doesn't infringe LBT's location tracking patent, contingent on an appeal. LBT plans to appeal the judge's earlier decision defining the patent's scope, according to the parties' stipulation.

Ashley Jesus sued Uber in California court, alleging the company enrolled him in Uber One, a $9.99/month subscription, without consent. The lawsuit claims Uber uses promotional offers to automatically enroll customers, with charges appearing on their accounts without clear disclosure. Jesus seeks damages, refunds, and a court order for clearer disclosures. The proposed class includes U.S. customers who paid for Uber One after interacting with promotions.

Uber agreed to buy ezCater for $2.3B in cash, expanding Uber Eats into corporate catering. ezCater, with $2.5B in annual gross bookings, connects businesses to 140,000 US restaurants. The deal, pending approval, aims to grow Uber's higher-value food delivery segment.