Mizuho Ditches Airbnb for Booking Holdings as OpenAI Drops ChatGPT Checkout Plans
Mizuho upgrades Booking Holdings as its new top Internet stock pick over Airbnb, seeing a big relief rally after OpenAI drops direct shopping checkout in ChatGPT.
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DoorDash Q4 2025 Results: Strong Growth, Cautious Q1 Outlook
DoorDash had a great Q4 (more orders, more revenue), but Q1 profits will be lower than expected due to costs from buying Deliveroo, winter storms, and higher driver pay. Long-term, they're building one global platform.
Amazon's Grocery Push Sends Kroger, Instacart, and Delivery Stocks Tumbling
Amazon's expanded grocery delivery plans and 100+ new Whole Foods stores trigger stock drops for Kroger, Instacart, Uber, DoorDash, and Walmart as competition intensifies.
Amazon Expands Same-Day Grocery Delivery to 2,300+ U.S. Cities
Amazon's Same-Day Delivery service now offers fresh groceries in over 2,300 U.S. cities, challenging Instacart and Walmart+ with fast, temperature-controlled delivery for Prime members.
Kroger Lowers Sales Forecast Amid Intense Grocery Competition
Kroger cuts 2025 sales outlook to 2.8-3% growth as budget-conscious shoppers trade down and competitors slash prices. Stock falls 7% despite beating profit expectations.
Amazon's 30-Minute Grocery Delivery Threatens Instacart's Market Position
Amazon plans ultrafast 30-minute grocery delivery service in major U.S. cities, causing Instacart stock to drop 4% as competition intensifies in the delivery market.