Instacart Slides as DoorDash Eyes Costco, Uber Goes National, and Amazon Plans 1,000 Same-Day Hubs
Edgewater flagged DoorDash-Costco risk. Uber confirmed a 47-state Costco rollout. Amazon is planning 1,000 same-day centers.
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Saudi Ninja Challenges Uber’s Delivery Hero Takeover
Uber may face a costly battle for Delivery Hero as Saudi startup Ninja eyes key assets, especially HungerStation and Talabat.
DoorDash Beats Forecasts: Q2 Orders Stronger Than Expected
DoorDash beat profit expectations, raised its outlook, and demand remains strong despite higher fuel cost support for drivers.
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.
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.