High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Costco just handed DoorDash a new same-day delivery deal, and Instacart shareholders took the hit, but the sell-off may have punished the wrong narrative entirely.
On September 2, 2026, Delivery Hero’s management and supervisory boards formally recommended that shareholders accept Uber Technologies, Inc. (NYSE:UBER)’s takeover offer, Reuters and Bloomberg reported. It moves the roughly $15 billion deal for the German food-delivery platform a step closer to completion. Under the agreement, Uber will pay €41.50 per share, implying an equity value […]
Costco is expanding its fast delivery network as it works to grow sales in new ways. Earlier this week Uber said it would expand its partnership with Costco to deliver products in 47 U.S. states, up from 17 states. On Thursday DoorDash said it would also start delivering Costco products in the U.S. from all U.S. locations.
DoorDash (NASDAQ:DASH) and Costco Wholesale Corporation (NASDAQ:COST) have expanded their partnership to include all Costco warehouse locations in the United States, allowing members to order products for same-day delivery through the DoorDash app. The nationwide rollout gives Costco members access to more than 4,000 products from their local warehouse, including groceries, household essentials, electronics, seasonal merchandise and Kirkland Signature items.
Founded by veteran e-commerce entrepreneur Marc Lore, Wonder is slowly building a massive portfolio of restaurants and delivery companies.
Grab (GRAB) has agreed to acquire a majority stake in the digital financial services platform of Sin
The delivery company is also acquiring Grubhub’s campus dining business from Wonder for $300 million.
DoorDash will continue to expand Grubhub’s former campus dining operations, and Wonder will use money from the deal and an investment to sustain growth.
Uber Technologies (UBER) trades at $73.13, down about 20% over the past twelve months, while the S&P 500 (SPY) returned roughly 19%, and the stock sits at about 72% of its 52-week high. The worry is real: a multiyear $10 billion autonomous-vehicle investment whose income-statement impact management has not yet sized. One number has moved the other way in each of the last three years, and it is the operating margin.
DoorDash (DASH) is back in focus after new partnerships with Gap, Kohl's, Barnes & Noble, and Carter's expanded sub hour retail delivery, alongside a fresh Circana LLC deal on advertising measurement. Over the past year, DoorDash has combined community initiatives like Project DASH with new retail and advertising partnerships. Over the same period, the share price has seen a strong 90 day share price return of 45.98% and a very large 3 year total shareholder return of 169.67%, suggesting...
Gap reports earnings Thursday after disappointing results sent its stock tumbling, but lowered expectations could give the retailer an opportunity to turn things around.
Serve Robotics Inc. (NASDAQ:SERV) shares climbed 7.
This comes as Serve Robotics looks to put more robots to work following its recent split with Uber Eats, with the company also launching a new micro-depot model and expanding beyond sidewalk delivery.
The service covers thousands of BIG W products, including everyday essentials and this year’s Book Week costumes.
In the second quarter of 2026, DoorDash reported sales of US$4,454 million and net income of US$200 million, while also completing a US$1,049.03 million share repurchase program representing 1.55% of its shares. DoorDash also launched its in-house drone delivery program, DoorDash Air, after securing FAA Part 135 air carrier certification, adding a new technology-driven fulfillment option to support local businesses. Now, we'll examine how DoorDash Air's FAA-certified drone operations could...
Investing.com -- DoorDash reported strong second-quarter results on Wednesday, with revenue rising 36% year over year as order growth remained robust across its restaurant, grocery and international businesses, helped by the integration of Deliveroo and continued strength in its subscription program.
DoorDash faces intense competition in local delivery and on-demand commerce.
Domino's Pizza beat Q2 revenue estimates but missed on EPS, as strong order growth via DoorDash and Uber Eats was offset by weaker ticket sizes and margin pressure on franchisees.
(Bloomberg) -- Uber Technologies Inc. has agreed to buy Delivery Hero SE in a deal that values the German food-delivery company at $14.8 billion.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveOnePlus, Once Popular with Tech Fans, to Pull Out of US and EuropeTrump Drops 20% Fee for Hormuz Cargo After Gulf PressureUber
Uber Technologies agreed to acquire Germany’s Delivery Hero in a deal that values the German food-delivery company at $14.8 billion and seeks to strengthen the U.S. tech company’s footprint in international markets. The San Francisco-based company said Thursday that it entered into a combination agreement with Delivery Hero under which it will offer 41.50 euros a share in cash.
Can SERV outdeliver DASH as autonomous delivery, AI expansion and fleet growth reshape the race for long-term upside?
Affirm's stock is up 50% in three months. While the valuations aren't bloated yet, AFRM stock does not appear to be a compelling buy either.
Specialized dominance vs. global scale, one trades at a steep premium while the other boasts triple the profit margin.
DoorDash posts robust profits and global expansion, while Lyft turns in a year of high margins after luxury acquisitions. Which model stands out for investors?
The nearly three-year pilot wrapped up last month after hundreds of thousands of trips; Uber says it will announce a new autonomous vehicle partner in the city
One of these brands has demonstrated a clear competitive advantage.
DoorDash, Inc. (NASDAQ:DASH) is one of the best non-tech stocks to buy according to analysts. BTIG cut the price target on DoorDash, Inc. (NASDAQ:DASH) to $225 from $280 on June 12 and maintained a Buy rating on the shares, telling investors in a research note that macro worries are weighing on the firm’s Rideshare and […]
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
