DoorDash, Inc. Class A Common Stock (DASH)

Nov 10, 2026

eBay has reportedly blocked third-party AI shopping agents, including Meta's Muse, from accessing its marketplace, citing its user agreement which prohibits automated order placement without human review. This move comes as major platforms like Uber, DoorDash, and Airbnb report minimal usage of AI agents for their services. Despite earlier rules, agents were previously able to browse eBay, but the company now states that checkouts are strictly for human users and is evaluating potential partnerships for third-party agent access.

Nov 3, 2026

On Election Day 2026, voters can take advantage of numerous free food and discount deals from popular chains like Krispy Kreme, 7-Eleven, Potbelly, and Subway. The article lists various promotions, including free items, BOGO offers, and significant discounts, available through apps, online orders, or in-store. These deals are a way for people to treat themselves after exercising their democratic right to vote.

Nov 2, 2026

Shares of DoorDash, Coursera, Etsy, Upwork, and Airbnb all saw significant jumps following a plunge in crude oil prices and positive manufacturing data. The decline in fuel costs, coupled with expanding domestic demand, is seen as beneficial for consumer platforms and gig economy companies, accelerating a shift of capital from defensive to cyclical stocks. Coursera, specifically, experienced a 10.5% surge despite recent volatility and mixed Q3 2026 earnings guidance.

Nov 2, 2026

One Way Holdings LLC increased its stake in Walmart Inc. by 4.0% in the third quarter, purchasing an additional 12,734 shares, bringing its total to 328,769 shares valued at $34.166 million. Analysts maintain a "Buy" rating for Walmart, with an average price target of $132.41, following strong quarterly results where the company exceeded EPS and revenue expectations. Despite some insider sales, often related to tax obligations, institutional investors largely increased their positions in the retail giant.

Nov 1, 2026

Angi (NASDAQ: ANGI) is set to announce earnings this Tuesday. The home services online marketplace missed revenue expectations last quarter but beat EBITDA estimates. Analysts expect an 8.6% year-on-year revenue decline this quarter, an improvement from the previous year, and have largely reconfirmed their estimates.

Oct 31, 2026

A Delta Air Lines customer reported a two-day struggle to receive support after the airline ended its Apple Messages service and transitioned to an AI-powered in-app concierge. The customer experienced missed notifications and expired chat sessions, leading to frustration. This shift has prompted other travelers to express dissatisfaction with the loss of the convenient messaging option.

Oct 31, 2026

Wall Street Zen upgraded Rithm Property Trust (NYSE:RPT) from a "sell" to a "hold" rating, aligning with a broader analyst consensus and an average price target of $13.50. Despite opening below its 52-week high, RPT surpassed its quarterly EPS estimates, with institutional investors owning a significant portion of the stock.

Oct 31, 2026

TD Cowen has initiated coverage on Grocery Outlet (NASDAQ:GO) with a "hold" rating, contributing to a broader analyst consensus of "Reduce" with an average price target of $10.50. The company recently reported strong quarterly earnings, exceeding analyst estimates for both EPS and revenue. Insider transactions show increased holdings by a director and an insider, while institutional investors maintain a significant ownership of 99.87% of the stock.

Oct 31, 2026

Soltis Investment Advisors LLC has acquired 11,208 shares of Autodesk, Inc. (NASDAQ:ADSK) in the third quarter, a new position valued at approximately $2.34 million. This move is part of a broader trend of institutional investment, with various hedge funds modifying their holdings in the software company, which now sees 90.24% ownership by institutional investors. Autodesk maintains a "Moderate Buy" consensus rating from analysts, with a target price of $316.84, following strong quarterly earnings that surpassed expectations.

Oct 31, 2026

Soltis Investment Advisors LLC significantly reduced its stake in Walmart Inc. by 46.3% in the third quarter of 2026, selling 23,419 shares. Despite this, Walmart reported strong quarterly earnings and revenue, exceeding analyst expectations, with revenue up 5.9% year-over-year. Analysts maintain a consensus "Buy" rating for WMT, with an average price target of $132.41, supported by the company's expansion into automation and home energy.

Oct 31, 2026

Analysts maintain a "Moderate Buy" consensus for Timken Company (NYSE:TKR), with an average 12-month price target of $145.00, significantly higher than its current share price. The company recently surpassed quarterly earnings and revenue estimates and announced a quarterly dividend of $0.36 per share. Institutional investors hold a substantial stake, owning approximately 89.08% of the stock.

Oct 31, 2026

HUTCHMED's (NASDAQ:HCM) shares have fallen below their 200-day moving average, trading as low as $13.14 and closing at $13.15, significantly lower than the average of $13.24. This occurred despite a "Moderate Buy" consensus rating from analysts and an average price target of $14.87, following the company missing its latest quarterly earnings and revenue estimates. Institutional investors have shown mixed activity, with some increasing and others initiating stakes in the company.

Oct 31, 2026

Asset Management One Co. Ltd. increased its holdings in Camden Property Trust (NYSE:CPT) by 6.7% in the third quarter, purchasing an additional 11,302 shares to bring its total stake to 178,845 shares valued at approximately $17.3 million. Despite institutional investors owning 97.22% of the REIT, Camden Property Trust shares opened near their 52-week low and missed analysts' earnings expectations for the recent quarter, though revenue saw a 7.4% year-over-year increase. Analysts currently maintain a consensus "Hold" rating with an average price target of $111.62.

Oct 31, 2026

The US Federal Trade Commission (FTC) has launched an investigation into Delta Air Lines, United Airlines, and JetBlue to determine if they are using customers' personal data to offer personalized airfares, a practice critics call "surveillance pricing." The airlines have 45 days to explain their pricing methodologies and disclose any role customer information plays in setting fares, including base prices, discounts, and loyalty program benefits. While Delta and JetBlue deny using personal data for individualized pricing, the FTC aims to scrutinize these opaque methods, with potential enforcement actions falling under the US Department of Transportation.

Oct 31, 2026

Wall Street Zen downgraded Farmers National Banc (FMNB) from a "buy" to a "hold" rating, aligning with the broader analyst consensus and an average price target of $17.00. Despite beating EPS estimates with $0.47 for the quarter, the company's revenue fell short of forecasts. Insiders hold 3.50% of the company, with a recent executive sale of 5,000 shares, while institutional investors own 38.72%.

Oct 31, 2026

Wall Street Zen has upgraded Dorman Products (NASDAQ:DORM) from a "Hold" to a "Buy" rating. This aligns with MarketBeat's "Moderate Buy" consensus based on nine analyst ratings. The auto parts company recently reported quarterly earnings of $2.08 per share, surpassing estimates, though revenue of $561.72 million slightly missed expectations.

Oct 31, 2026

Wall Street Zen has upgraded Inseego (NASDAQ:INSG) from a "strong sell" to a "sell" rating, although the broader analyst consensus remains "Hold" with a $13.00 price target. The company recently reported a quarterly loss of $0.18 per share, missing estimates, but exceeded revenue expectations with $43.98 million. Inseego shares opened at $4.58, near its 52-week low, and institutional investors have been adjusting their holdings.

Oct 30, 2026

PennyMac Mortgage Investment Trust (NYSE:PMT) experienced unusually high call option trading, with investors purchasing 10,207 call options, significantly above the daily average. This surge suggests speculative bullish interest despite the company reporting a $36 million net loss and a planned reduction in its dividend, although its quarterly EPS exceeded estimates. Analysts currently maintain an average "Hold" rating for the stock with a consensus price target of $10.92.

Oct 30, 2026

Instacart reported a strong third quarter with a 17% revenue increase to $1.1 billion and a 23% rise in adjusted EBITDA. However, this positive momentum was overshadowed by the announcement of its agreement to be acquired by DoorDash for $17 billion. High stock-based compensation impacted reported net income growth despite the operational improvements.

Oct 30, 2026

New York City Mayor Zohran Mamdani expressed concern that DoorDash's $17 billion acquisition of Instacart will lead to higher prices and increased worker exploitation for New Yorkers. DoorDash CEO Tony Xu, however, stated that the deal would create efficiencies in the last-mile network, resulting in faster and more affordable delivery services. Mamdani referenced a recent $131.5 million settlement with DoorDash over worker payments, asserting his administration's commitment to holding these companies accountable.

Oct 30, 2026

DoorDash reported robust third-quarter results, with orders increasing by 28% and marketplace gross order volume rising by 36%, reaching $33.9 billion. This strong performance coincided with the announcement of its $17 billion acquisition of Instacart. The deal is seen as strategically sound despite potential execution risks, bolstered by significant growth in the grocery market.

Oct 30, 2026

DoorDash, the leading food and convenience delivery marketplace in North America, has agreed to acquire Instacart, aiming for a stronger position in local commerce. This strategic move, highlighted by Morningstar, comes as DoorDash experiences record user engagement and seeks to expand its presence in the grocery and commerce sectors. While the acquisition makes strategic sense, the report emphasizes that successful synergy capture is crucial for its long-term success.

Oct 30, 2026

S&P 500 futures showed a decline in premarket trading, with Fortinet and Sprouts Farmers Market identified as lagging. Despite the overall market decline, Crocs Inc. (CROX) and Glaukos Corp. (GKOS) saw significant gains in pre-market trading, up 17.8% and 17.3% respectively.

Oct 29, 2026

Instacart (Maplebear Inc.) reported mixed third-quarter results, with EPS missing estimates but revenue exceeding expectations, leading its shares to trade lower. CEO Chris Rogers described it as the company's strongest quarter as a public entity, highlighting strong consumer demand and improving profitability. Additionally, Instacart announced a definitive cash-and-stock acquisition agreement with DoorDash, valuing the company at approximately $17 billion in equity.

Oct 29, 2026

Kroger's EVP and chief e-commerce officer, Nate Faust, outlined a strategy at the company's 2026 Investor Update to expand its e-commerce business to 30% of total sales long-term. The plan focuses on winning in fresh online, improving the digital customer experience to convert existing store shoppers, and enhancing delivery speed and personalization through AI. Kroger anticipates an additional $500 million in e-commerce EBITDA by 2029, excluding retail media.

Oct 29, 2026

The U.S. Federal Trade Commission has ordered several major companies, including Delta Air Lines, Walmart, Uber, and Lyft, to provide detailed information on how they use consumer and worker data to set prices and compensation. The FTC aims to scrutinize the opaque methodologies used by these companies to determine pricing for goods and services and pay rates for gig workers, assessing whether personal data or loyalty program participation leads to varying costs for individuals. This initiative seeks to ensure transparency and fairness in pricing and compensation practices across various industries.

Oct 29, 2026

DoorDash is acquiring Instacart for $17 billion, significantly boosting its grocery delivery business. While Instacart will maintain its brand and app, its customers will gain access to an additional 50,000 stores covered by DoorDash. This strategic move aims to combine Instacart's grocery expertise with DoorDash's logistics, further solidifying DoorDash's dominant position in the delivery market after its market share increased from 44% to 59% in the last five years, while Instacart's fell.

Oct 29, 2026

DoorDash reported a strong third quarter in 2026, with revenue climbing 34% year-over-year to $4.6 billion and net income surging 91% to $466 million. The company also announced a definitive agreement to acquire Maplebear (Instacart) for $65 per share, aiming to expand tools and services for merchants and consumers while continuing to invest in AI and autonomous delivery technologies. Total orders increased by 28% to 993 million, and Marketplace gross order value grew 36% to $33.9 billion.

Oct 29, 2026

TikTok has launched "Must Eat," a new restaurant guide in New York City, Los Angeles, and the San Francisco Bay Area, aiming to compete with existing platforms like Yelp and Google Maps. The feature integrates TikTok's popular food content with dining recommendations, allowing users to filter by cuisine, price, and location, and even book reservations through OpenTable. This initiative leverages the significant influence of "FoodTok" on younger diners, with independent restaurants and local specialties taking priority.

Oct 29, 2026

WPP reported third-quarter 2026 revenue of £3.27 billion, a 0.5% increase year-on-year, driven by improved performance in its media and production businesses despite continued weakness in creative services. The company maintained its full-year guidance and reiterated its objective to return to organic growth in 2027, as its Elevate28 transformation strategy progresses. WPP Media notably returned to growth with a 0.3% like-for-like increase, while regional performance remained mixed, and the company secured several major client wins, including renewing its global media partnership with The Coca-Cola Company.

Oct 29, 2026

DoorDash Inc. has moved its third-quarter earnings release date forward to October 29 from November 4, an announcement made amid reports that the food delivery provider is in advanced talks to acquire Instacart for approximately $17 billion. The potential deal would intensify competition in the grocery delivery sector, a space where Instacart previously held acquisition talks with Uber Technologies Inc. DoorDash did not provide a reason for the change in its earnings statement.

Oct 28, 2026

The U.S. Federal Trade Commission (FTC) has ordered several major companies, including Delta Air Lines, Walmart, United, JetBlue, Lyft, DoorDash, Instacart, and Target, to provide detailed information on how they use consumer data for pricing and compensation. The FTC is scrutinizing whether personalized pricing based on factors like loyalty programs or personal data analysis is being used, and if gig workers' pay is determined by data such as phone usage or work history. This action reflects growing concerns about pricing technology and AI's role in data collection, with companies like Delta and JetBlue denying the use of personal data for discriminatory pricing.

Oct 28, 2026

The U.S. Federal Trade Commission (FTC) has ordered several major companies, including Delta Air Lines, Walmart, Uber, Lyft, DoorDash, Instacart, Target, United, and JetBlue, to provide detailed information on how they use consumer and worker data to set prices and compensation. This action is part of the FTC's scrutiny into opaque methodologies that may lead to personalized pricing or varied pay for gig workers based on personal data. The companies are required to disclose information that will allow the commission to assess potential discrimination based on factors like loyalty program participation, phone usage, or history of accepting rides or deliveries.

Oct 28, 2026

This article compares Advance Auto Parts (AAP) and DoorDash (DASH) as investment opportunities in 2026, highlighting AAP's turnaround efforts in the automotive aftermarket against DASH's rapid growth in the local commerce delivery sector. While Advance Auto Parts presents a value play with a low P/S ratio amid a restructuring, DoorDash offers high growth potential with a significant premium valuation due to its expanding marketplace and consistent profitability. The author concludes that DoorDash, despite its higher valuation, is the better buy given the early stages and mixed results of AAP's turnaround.

Oct 28, 2026

This article identifies three consumer staples stocks—Church & Dwight (CHD), Instacart (CART), and Coty Inc (COTY)—that are currently overbought according to their Relative Strength Index (RSI) values above 70. While all three have seen significant gains over the past month, their high RSI readings suggest they might be due for a short-term pullback, signaling a warning to momentum-focused investors.

Oct 27, 2026

Uber Technologies (UBER) stock is under scrutiny due to competitive developments in the food and grocery delivery sector, specifically rival DoorDash's potential acquisition of Instacart. The stock's technical indicators show weakness, trading below key moving averages. Investors are also anticipating Uber's upcoming earnings report on November 4th, with analysts forecasting increased EPS and revenue.

Oct 27, 2026

HSBC Holdings PLC (NYSE: HSBC) shares are trading lower after the bank reported worse-than-expected third-quarter financial results, with adjusted earnings and revenue missing analyst estimates. The bank's wealth revenue remained flat, highlighting rising investor expectations despite inflation and interest-rate uncertainty. Despite the miss, HSBC reported stronger year-over-year profitability, supported by higher revenue and lower credit losses, and reaffirmed its RoTE and dividend payout targets.

Oct 27, 2026

DoorDash is reportedly in advanced talks to acquire Instacart parent Maplebear Inc. for approximately $17 billion, with a potential announcement this week. This news comes as DoorDash prepares to report its third-quarter earnings on November 4th. The potential acquisition highlights intensifying competition in the grocery delivery sector, with Instacart having previously held talks with Uber Technologies.