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Did DoorDash’s New AI Ads and “Ask DoorDash” Assistant Just Reframe DASH’s Margin Narrative?
Simply Wall St.64d agoneutral
Did DoorDash’s New AI Ads and “Ask DoorDash” Assistant Just Reframe DASH’s Margin Narrative?

Earlier this month, DoorDash introduced “Ask DoorDash,” an AI-powered conversational assistant and a revamped ads suite that uses first-party data, automation, and new formats like Spotlight to personalize ordering and optimize campaigns across food, grocery, and retail. Together with offsite reach via Symbiosys and privacy-centric measurement from LiveRamp, these tools highlight DoorDash’s push to build a higher-margin commerce media and AI services layer on top of its logistics...

Cathie Wood dumps $12.7M of tumbling, next-gen travel stock
TheStreet65d agoneutral
Cathie Wood dumps $12.7M of tumbling, next-gen travel stock

Cathie Wood built a controversial reputation through high-conviction, concentrated bets on disruptive technologies. Electric air taxis were one of those bets, with Archer Aviation (ACHR) being among her biggest. That changed on Monday, June 8, 2026. Wood's firm, ARK Invest, sold 2,222,392 shares of ...

Is DoorDash, Inc. (DASH) A Good Stock To Buy Now?
Insider Monkey65d agobullish
Is DoorDash, Inc. (DASH) A Good Stock To Buy Now?

Is DASH a good stock to buy? We came across a bullish thesis on DoorDash, Inc. on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on DASH. DoorDash, Inc.’s share was trading at $155.67 as of June 9th. DASH’s trailing and forward P/E were 73.78 and 51.81 respectively according to Yahoo Finance. DoorDash, Inc., […]

Bloomberg65d agoneutral
DoorDash Built an AI Chatbot to Help With Orders, Reservations and Grocery Lists

(Bloomberg) -- DoorDash Inc. introduced an in-app artificial intelligence chatbot to help customers make restaurant and grocery orders, and suggested the technology could also be used to unlock new enterprise revenue streams.Most Read from BloombergXbox Plans Significant Layoffs as New CEO Plans OverhaulHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’US Strikes Iran in Trump Escalation Over Stalled Peace TalksOracle Falls Most in Six Months on Mounting Data Center CostsTech Stocks S

2 Internet Stocks to Own for Decades and 1 We Turn Down
StockStory65d agoneutral
2 Internet Stocks to Own for Decades and 1 We Turn Down

Consumer internet businesses are redefining how people engage with the world by giving them instant connectivity and convenience. Despite the tailwinds, their demand largely hinges on consumer spending habits, which investors believe are weakening. As a result, the industry has pulled back by 20% over the past six months. This drawdown is a noticeable divergence from the S&P 500’s 6.9% return.

SpaceX’s IPO is 4X Oversubscribed. There’s a Surprising Reason That Number Should Scare IPO Buyers
24/7 Wall St.66d agobullish
SpaceX’s IPO is 4X Oversubscribed. There’s a Surprising Reason That Number Should Scare IPO Buyers

The excitement surrounding SpaceX’s IPO has reached a level rarely seen in modern markets. Investors have spent years waiting for a chance to own a piece of Elon Musk’s rocket giant, and demand has poured in from both Wall Street institutions and retail investors. According to Bloomberg, multiple institutional investors have submitted orders exceeding $10 ... SpaceX’s IPO is 4X Oversubscribed. There’s a Surprising Reason That Number Should Scare IPO Buyers

DoorDash Expands Dollar Tree And KFC Ties As Valuation Gap Widens
Simply Wall St.67d agoneutral
DoorDash Expands Dollar Tree And KFC Ties As Valuation Gap Widens

DoorDash has added Dollar Tree to its nationwide delivery platform, bringing more than 9,000 stores and thousands of low cost items onto the app across 48 states. The company has also renewed key restaurant partnerships with Craveable Brands and KFC in Australia, extending its reach in a competitive food delivery market. For investors tracking NasdaqGS:DASH, these moves show DoorDash working to deepen its presence in both discount retail and restaurant delivery at the same time. The stock...

DoorDash May Become the Entertainment Industry’s Most Reliable Late-Night Resource
Variety67d agoneutral
DoorDash May Become the Entertainment Industry’s Most Reliable Late-Night Resource

As DoorDash continues to broaden its non-restaurant delivery business, the platform’s growing roster of grocery, pharmacy, and retail partners has made it an increasingly practical resource for entertainment productions — particularly during late-night shoots, screenings and events. DoorDash has spent the past couple of years aggressively building out its non-restaurant offerings, and the breadth of …

Which Robotics Stock Most Likely Gets Acquired? 3 Targets Wall Street Is Watching
24/7 Wall St.67d agoneutral
Which Robotics Stock Most Likely Gets Acquired? 3 Targets Wall Street Is Watching

The robotics industry is consolidating. Large platform companies now treat robots as a real distribution channel for compute, logistics software, and last-mile economics. That forces public market investors to ask which pure-play robotics names survive as standalones and which get acquired. Three U.S.-listed robotics stocks frame that debate. None has announced a deal, but the ... Which Robotics Stock Most Likely Gets Acquired? 3 Targets Wall Street Is Watching

Walmart adds new service to compete with DoorDash, UberEats
TheStreet68d agoneutral
Walmart adds new service to compete with DoorDash, UberEats

Few companies have managed to weave themselves as deeply into the fabric of everyday life as Walmart. Need groceries? Walmart has them. A refill on your prescription? Walmart can take care of it. A new outfit for that upcoming event, supplies for that new family pet, or a restock on household ...

Is Uber Stock Poised For A Rally?
Trefis68d agobullish
Is Uber Stock Poised For A Rally?

Uber Technologies (UBER) stock is at an interesting point right now. If you bet on it, you are betting on a company that's growing reasonably, is sustaining good cash flow and margin, has a low-debt to market cap structure, and is relatively cheaply valued. But is that enough.

2 S&P 500 Stocks on Our Buy List and 1 We Avoid
StockStory68d agobullish
2 S&P 500 Stocks on Our Buy List and 1 We Avoid

The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.

Hungry? Get a Subway sandwich with your Walmart parcel delivery
FreightWaves68d agoneutral
Hungry? Get a Subway sandwich with your Walmart parcel delivery

Walmart is making e-commerce delivery more convenient with a new 30-minute delivery service, an offer to deliver Subway sandwiches from in-store restaurants, and the expansion of its membership program, which includes free delivery, in Canada. The post Hungry? Get a Subway sandwich with your Walmart parcel delivery appeared first on FreightWaves.

DoorDash, Instacart face critical FTC fight over consumer fees
TheStreet69d agoneutral
DoorDash, Instacart face critical FTC fight over consumer fees

Ordering through platforms like DoorDash or Uber Eats costs nearly 80% more on average than picking up, a LendingTree study found. Service fees, delivery charges, and inflated menu prices all add up on the final bill, often without a clear explanation of where each dollar goes. The Federal Trade ...

Investing.com69d agoneutral
Who’s winning the pizza race?

Investing.com -- Domino’s Pizza (NYSE: DPZ) and Casey’s General Stores (NASDAQ: CASY) are emerging as the biggest winners in the battle for pizza market share, according to a Bank of America analysis of the U.S. quick-service restaurant pizza market.

Evaluating DoorDash (DASH) After Its Expanded Push Into Digital Advertising And Commerce Media
Simply Wall St.70d agoneutral
Evaluating DoorDash (DASH) After Its Expanded Push Into Digital Advertising And Commerce Media

Why DoorDash’s ad push matters for DASH stock DoorDash (DASH) is leaning into digital advertising, rolling out its Spotlight immersive homepage ad format, expanded offsite reach through Symbiosys, and a LiveRamp partnership that tightens campaign automation and measurement for brands and merchants. See our latest analysis for DoorDash. The new ad tools arrive while the stock has been under pressure, with a 1-year total shareholder return down 28.22% and the year to date share price return...

Jim Cramer on DoorDash: “I Like the Company and Management Very Much”
Insider Monkey70d agoneutral
Jim Cramer on DoorDash: “I Like the Company and Management Very Much”

DoorDash, Inc. (NASDAQ:DASH) was among the stocks on which Jim Cramer gave his opinion, as he warned that increased AI-related spending might cause near-term headwind for stocks. A caller asked whether the company could maintain its growth-stock valuation if elevated gas prices and slowing consumer discretionary spending expose vulnerabilities in its business model. Cramer replied: […]