The Real Reason Uber & Lyft Stocks Are Up

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When Jensen Huang speaks the market listens and last week he had a lot to say about autonomous driving. That was music to the ears of investors in Uber (UBER +2.03%) and Lyft (LYFT 0.85%), who soared following GTC. They dropped along with the rest of the market later in the week, but the trajectory for their business is clear and they look like winners in the future of autonomous vehicles.

*Stock prices used were end-of-day prices of March 18, 2026. The video was published on March 20, 2026.

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