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MIC Ride Home: Paramount Agrees to Delay WBD Deal Close Until June 2027 or Earlier Judge Ruling; Waymo Explores Split with Uber - Rpt; Anthropic Launches Opus 5 Model

发布日期: 2026-07-24研究机构: Guggenheim Securities LLC报告页数: 6原文语言: 英语证据页码: 1

研报英文原文证据摘录

MIC Ride Home: Paramount Agrees to Delay WBD Deal Close Until June 2027 or Earlier Judge Ruling; Waymo Explores Split with Uber - Rpt; Anthropic Launches Opus 5 Model

reators, a conclusion dozens of

competition authorities around the world have already reached. Plaintiffs’ market definitions

bear no relationship to the realities of today’s marketplace and cannot withstand scrutiny.

We look forward to proving our case at trial.”

GOOG/L, UBER: Waymo explores split with Uber as robotaxi tensions deepen (Financial

Times) - Alphabet’s Waymo is exploring options to exit its Uber partnership, with the

relationship between the two tech groups souring amid an intense lobbying battle over the

future of robotaxis. The self-driving car company has held internal talks about ending its

current deals with the ride-hailing group, which operates services in Austin and Atlanta,

according to multiple people familiar with the matter. Waymo has already notified Uber that

it plans to enter these markets independently in January 2028 when their contract allows,

the ride-hailing group said in a statement. The relationship between the two companies,

which first partnered in 2023, has deteriorated as they have become increasingly direct

competitors in some markets and both lobby for robotaxi legislation that would benefit their

own business at the expense of the other. The two companies were “pursuing diverging

objectives”, one person said. Waymo and Uber have traded complaints, blaming each other

for poor service and safety issues in the markets where they work together. Waymo has

not ruled out a complete split, the people added. “We believe in a vibrant and collaborative

AV ecosystem that champions innovation and provides riders with a choice in how they

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