Tractor Supply partners with Uber for nationwide delivery

OpenAI launched Businesses in ChatGPT, allowing companies to connect with users. Five public companies—Microsoft, WEC Energy, Arista Networks, Intapp, and Uber—have ties to OpenAI. Microsoft reported $92.3B revenue, WEC Energy raised earnings guidance, Arista saw 58.5% revenue growth, Intapp grew subscription revenue 29%, and Uber's Gross Bookings grew 20%.

Uber (UBER) and Amazon (AMZN) partnered to offer free restaurant delivery for U.S. Prime members on orders over $25 via Uber Eats. The collaboration covers 10,000 cities, including major brands and local eateries. Prime members get $20 off their first two orders and 5% back with Prime Visa. Uber aims to expand its customer base, while Amazon enhances Prime benefits. UBER shares have declined slightly but remain above industry average.

McDonald's named Uber its preferred delivery partner for orders in its app, expanding a partnership across 14 markets. The deal, part of a multi-year agreement, includes Uber handling McDonald's app orders and integrating rewards. McDonald's delivery business generates over $20 billion annually. Uber reported $9.8 billion in free cash flow in 2025. DoorDash remains the market leader with 59% of delivery-app spending, but Uber is gaining ground with high-profile partnerships.

Uber has launched a parking reservation feature in the U.S., allowing users to book and pay for parking spots via its app. The service, initially available in 15 cities, integrates 13,000 garages and lots. Uber One members get a 10% credit on reservations. The company plans to use these locations for autonomous vehicle staging to reduce congestion.

Uber has acquired 66.56% of Delivery Hero, a Berlin-based food delivery company, for €41.50 per share. The deal is pending regulatory approval and is expected to close in the second half of 2027. Delivery Hero operates globally but has sold its German business.

Uber's AV leadership sees further departures with Danny Guo and Sarfraz Maredia leaving. Guo, VP of Engineering and Science, oversaw key AV projects. Uber plans to deploy 500 data-collection vehicles and 700 driverless vehicles by year-end. Waymo, a partner, is reducing its reliance on Uber. The exits occur amid Uber's workforce reduction and focus on AI.