(https://www.cnbc.com/2026/09/02/uber-to-cut-10percent-of-workforce-in-bid-to-move-simpler-and-faster.html) of its workforce while simultaneously raising guidance is being read as a capitulation signal. It's not. It's the opposite. You're watching a company trading at a 16.9% net margin now *stripping bloat* to expand margins on a $14.2B revenue base. The move targets FCF expansion—Uber generated $5.1B in free cash flow last quarter—not multiple re-rating.

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