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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#News-Driven Stocks↓
Google Starts Paying Publishers for AI Answers — Wells Fargo Says That Weakens Reddit’s Case
A new Google pilot pays publishers when content powers AI answers. Analysts say that cuts against Reddit’s push for more outbound traffic.
Waystar Explores Sale Two Years After Nasdaq IPO
Waystar is reviewing options that may include a sale and a return to private ownership after its 2024 listing, Reuters reports.
Hardware Stocks Fall as Software Rises, With Cybersecurity Getting the Extra Lift
CrowdStrike hits a record as investors rotate out of AI chips and into software. Cyber names lead on AI-safety fears.
Paramount Skydance Gets $14 Target as WBD Deal Advances — SkyShowtime Faces Review
Citizens sees ~32% upside in PSKY if the WBD combination closes and $6B+ in savings land. SkyShowtime is under strategic review.
Anthropic Reportedly Signs $13.7 Billion Compute Deal With Trump-Linked RUM Group
The Information says Anthropic is the unnamed buyer in RUM Group’s six-year, $13.7B GPU deal at its Georgia data center.