Lyft teams up with Waymo to bring robotaxis to Nashville in 2026—reshaping ride-hailing, fleet ops, and EV infrastructure.

Winners (Longs)

Lyft ($LYFT) — Gains a second growth lane beyond human-driver rides as it provides fleet management (via Flexdrive) and builds a purpose-built AV facility with charging and service, creating high-margin platform and services revenue as Waymo vehicles run on Lyft’s network later in 2026.

Alphabet / Waymo ($GOOGL) — Expands Waymo’s distribution from its own app to Lyft’s rider base, improving utilization and monetization alongside existing Uber integrations in Austin/Atlanta.

ChargePoint ($CHPT) — Beneficiary of incremental depot DC fast-charging demand as Lyft constructs an AV fleet management facility with charging; vendors that land this capex win stand to gain hardware, software, an ...