{
  "id": 18741707,
  "title": "1 AI Stock I'll Buy Hand Over Fist If the Market Crashes",
  "url": "https://urgent.news/2026/11/07/1-ai-stock-ill-buy-hand-over-fist-if-the-market-crashes",
  "topic": "ai",
  "section": "AI",
  "published": "2026-11-07T16:00:00.000Z",
  "source": {
    "name": "Motley Fool",
    "slug": "motley-fool",
    "url": "https://www.fool.com/investing/2026/11/07/1-ai-stock-ill-buy-hand-over-fist-if-market-crash/?source=iedfolrf0000001"
  },
  "original_language": "en",
  "account": "AI stocks have taken a significant hit recently, with the Global X Artificial Intelligence & Technology ETF down more than 10% over the past month. Despite this, many AI stocks remain overvalued. One particular autonomous driving stock, however, appears to be fairly valued and even potentially undervalued. Many investors don't readily associate this company with artificial intelligence. However, the rise of AI tailwinds makes this stock an attractive long-term investment.\n\nUber Technologies (UBER -0.28%) is primarily viewed as a transportation company. Nevertheless, investors should consider Uber as an AI stock. Uber is the world's largest ride-hailing service, and its vehicles are expected to become autonomous within the next five years. According to a McKinsey & Co. survey, the global rollout of autonomous taxis is anticipated to become a reality at a large scale by 2030.\n\nThe development of autonomous vehicle software has been accelerated due to advancements in AI models. Dara Khosrowshahi, Uber's CEO, emphasized last summer that AI is the key factor driving the emergence of autonomous vehicles in the near term. The automotive industry is transitioning towards advanced driver-assistance systems (ADAS) and autonomous driving (AD), with generative AI playing a pivotal role. This shift allows for the creation of E2E systems that can learn driving behavior directly from vast data sets, adapt to unfamiliar environments, handle increased complexity, and improve rapidly as more data is processed.\n\nInvestors may worry that autonomous vehicles could undermine Uber's market dominance. This concern is a significant reason why Uber's stock has declined by 20% this year. The stock is currently trading at just 15 times forward earnings, with a free cash flow yield of over 7%. Despite these challenges, sales are expected to grow by 11% in 2026 and another 15% in 2027. Uber's industry is being reshaped by AI, creating uncertainty about the company's long-term future.\n\nHowever, what investors may not fully appreciate is how well Uber has aligned itself with the AI revolution. Uber is a manufacturer-agnostic platform, allowing any legal vehicle to join its ridesharing network regardless of its make, model, or brand. Autonomous vehicles should operate in a similar manner. More than 200 companies worldwide are developing autonomous vehicles, with over 100 focusing on the U.S., Uber's largest market.\n\nWhile Tesla's closed ride-hailing platform poses a threat to Uber, most competing autonomous vehicle brands are unlikely to operate their own closed platform. Instead, they will likely focus on vehicle production, allowing consumers and fleet operators to integrate the vehicles into any ridesharing platform. Uber currently holds around 75% of the U.S. ridesharing market, and its name is synonymous with the service. With struggling competitor Lyft, Uber has a clear opportunity to consolidate market share before autonomous vehicles reach mass adoption.\n\nThis makes Uber an appealing long-term investment, especially if its valuation falls further as enthusiasm for AI stocks wanes. Investors should brace for continued volatility during the transition but view Uber shares favorably as a long-term play.",
  "summary": "Most investors haven't realized how much this company is exposed to artificial intelligence.",
  "key_points": [
    "Uber Technologies is primarily a transportation company.",
    "Uber's vehicles expected to become autonomous within five years.",
    "AI is key factor driving emergence of autonomous vehicles."
  ],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 2,
    "also_reported_by": [
      {
        "outlet": "Nasdaq Markets",
        "title": "1 AI Stock I'll Buy Hand Over Fist If the Market Crashes",
        "url": "https://urgent.news/2026/11/07/1-ai-stock-ill-buy-hand-over-fist-if-the-market-crashes-18749755",
        "published": "2026-11-07T16:20:00.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}