Pony AI Shares Jump After Uber-Kalanick Deal Rumors Heat Up

 

Pony AI Shares Jump After Uber-Kalanick Deal Rumors Heat Up

Pony AI rallies on acquisition buzz

Pony AI (NASDAQ: PONY) surged about 11% today following a New York Times report that Uber and Travis Kalanick are in talks to acquire the U.S. arm of the autonomous vehicle startup—with Kalanick set to lead the business if the deal closes.

Why Uber is targeting Pony AI

Uber aims to strengthen its position in the robotaxi market as competition heats up from Waymo and Tesla. Pony AI’s dual-operation licenses in the U.S. and China make it an attractive strategic asset.

Market reflects renewed enthusiasm

With a market cap around $4.5 billion, Pony AI’s stock has climbed steadily this year. Today’s rally adds momentum, suggesting investor optimism around a potential buyout backed by Uber and Kalanick.

What to watch next

Watch for confirmation of deal terms, Uber's official statement, and any regulatory hurdles. If the acquisition moves forward, Pony AI could become a major player in autonomous mobility within Uber’s ecosystem.