Coinbase, Lyft, and Axon prove there's more going on in markets than the 'Magnificent 7'
Yahoo Finance ·
Coinbase, Lyft, and Axon prove there's more going on in markets than the 'Magnificent 7' Brian Sozzi · Executive Editor Sun, July 12, 2026 at 8:30 AM EDT 3 min read LYFT AXON COIN NVDA MU I realized something this week. I've been too consumed with the daily happenings at Nvidia ( NVDA ), Micron ( MU ), Sandisk ( SNDK ), and the "Magnificent Seven." I suspect you have too, which makes sense given how important these stocks are to the broader market. But for me, the monitoring has crossed over into an unhealthy obsession. I'm failing at highlighting other things top execs are telling me about. There's more going on in the world than AI everything. A quick example: This week, I sat down with Bai founder Ben Weiss. Weiss sold Bai to Dr Pepper Snapple Group for $1.7 billion in 2016. Now he's back in the beverage game with his children, making a new charge into organic hard soda. I think Weiss is ahead of the curve on this one, and I'm psyched to share my chat with him shortly. Here are a few interesting things I've picked up in conversations on Yahoo Finance's Power Players with Brian Sozzi podcast. A new episode drops on Monday morning with "Dirty Jobs" host Mike Rowe. Lyft CEO David Risher has revamped the Uber ( UBER ) rival. Now he's pushing out a fleet of robotaxis in select markets like Nashville and building an 80,000-square-foot warehouse to service and manage the fleet. "So, we were a very domestic company for a long time. Very US-focused," Risher said . "We made a big decision last year to go global. We acquired a company called FreeNow. We've also bought a couple of companies since then that have real strength in Europe, and that's going to help us in so many ways. It diversifies our business, but it also really sets us up for self-driving cars." He added, "Waymo, of course, is the leader. They are our partner in Nashville. So, in Nashville, starting over the coming weeks and then months, you'll be able to not only order a Waymo on Lyft, but even when you order it on Waymo's own app … we will be doing the fleet management." How Jeff Bezos fueled Lyft's comeback: CEO Lyft CEO on surge pricing, robotaxis, and Bezos Why BMX pro Nigel Sylvester says "not all money is good money" Taser maker Axon ( AXON ) was founded in 1993 in a Tucson, Ariz., garage by brothers Rick and Tom Smith under the initial name Air Taser Inc. Today, Rick is a billionaire, and Axon has expanded into drone-delivered security. Smith said the company is moving toward making bullets obsolete. "We announced the Apollo cartridge a year ago, and to be honest, it was failing in testing," Smith said . "We weren't getting through clothing well enough, so we had to hit the pause button. And so, yeah, I parachute back in with the engineers … I don't want to claim victory yet, but we're close. I think we've got some design mods that are testing very well." "I think by next winter we'll have it," he added. "And then, when we do, this weapon will actually outperform a nine-millimeter bullet." Coinbase ( COIN ) co-founder and CEO Brian Armstrong aims to make the platform an "everything" app. Enter AI agents. "I'd say this agentic infrastructure is another big one … So one is we launched Coinbase for agents," Armstrong said . "This allows you to take any of your existing tools you use, like Cloud or Codex, and connect it right to your Coinbase account … if you use Cloud or Codex, you can speak in plain English and ask it, hey, can you rebalance my portfolio over the next three months, and if the market dips 5% or 10%, then leg into this." Brian Sozzi is Yahoo Finance's Executive Editor, host of the Power Players with Brian Sozzi podcast, and a member of Yahoo Finance's editorial leadership team. Follow Sozzi on X @BrianSozzi , Instagram , and LinkedIn . Tips on stories? Email brian.sozzi@yahoofinance.com. Read the latest financial and business news from Yahoo Finance
AI 시장 분석
Beyond the market-leading Magnificent 7, companies like Coinbase, Lyft, and Axon are driving innovation and securing growth momentum in their respective industries. Lyft is diversifying through robotaxis and global expansion, while Axon aims to replace conventional weaponry with next-generation security technology. Investors should pivot from AI-centric bias toward the fundamentals and innovation strategies of individual firms.
상승 영향
- Autonomous Driving — Lyft's partnership with Waymo for robotaxi fleet management and operations is expected to expand its influence within the autonomous driving ecosystem.
- Defense — Axon's proximity to developing high-performance non-lethal weapons to replace traditional ammunition signals technological dominance and revenue growth in the security and defense market.
- Bitcoin — Coinbase's implementation of AI agents to optimize portfolio management and user convenience is expected to drive platform adoption and trading activity.
DYAX 전담 분석
The market is witnessing a shift where growth is no longer confined to mega-cap tech giants. Lyft's strategic pivot toward autonomous fleet management marks a critical transition in its business model. Meanwhile, Axon is effectively disrupting the traditional defense sector by digitizing security solutions. Coinbase's integration of AI agents is also redefining user experience in crypto trading. This trend underscores a broader opportunity for investors to capitalize on vertical-specific innovation.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
Bullish (Long) 39% · Bearish (Short) 61%
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