Serve Robotics expands beyond US with DoorDash robot delivery launch in Australia
Serve Robotics and DoorDash have launched Australia’s first footpath robot delivery service in the Gold Coast Health and Knowledge Precinct, marking Serve's first expansion outside the US. This pilot program allows DoorDash customers to have orders delivered by Serve robots, with more local restaurants expected to join soon. The initiative aims to provide flexible and efficient delivery options for short distances while exploring opportunities for Griffith University students in robotics.
Natural Grocers Must Prove Its Margin Slip Was A One-Off As Guidance Points To The High End
Natural Grocers (NGVC) faces a crucial fiscal fourth-quarter report where it must demonstrate that its recent gross margin decline was an isolated event, as management suggested, rather than a structural issue. The company's narrowed guidance for fiscal 2026 earnings leaves no cushion, requiring a strong Q4 performance. Investors will be looking for a rebound in gross margin and stabilization in traffic, particularly from new initiatives like DoorDash, to validate the growth narrative and credibility of the high-end guidance.
CART Shareholders: Amparo Law Firm PLLC Is Investigating Whether the DoorDash Deal Delivers the Best Value for Instacart Shareholders
Amparo Law Firm PLLC is investigating whether DoorDash's proposed acquisition of Instacart (Maplebear Inc., Nasdaq: CART) for $65.00 per share delivers the best value for Instacart shareholders. The firm is examining the fairness of the price, the sale process conducted by Instacart's board, and whether the upcoming proxy statement will provide all material information required for shareholders to make an informed decision before voting on the merger. Shareholders are encouraged to learn about their rights and options.
Serve Robotics opens robot delivery network for others to build on
Serve Robotics has launched the AV Delivery Developer Portal, allowing developers, businesses, and AI assistants to programmatically summon its sidewalk delivery robots using a public API. The company also introduced a sandbox environment for building and testing applications before live deployment. This initiative aims to open up Serve's autonomous last-mile delivery fleet for broader use, enabling various applications and integrations for local deliveries.
Why Private Equity Might Be a Threat to Your 401(k)
A law professor argues against expanding access to private markets for retail investors, particularly through 401(k) plans. She contends that deregulation has led to unchecked growth in private companies, a breakdown in the venture capital model, and an impending liquidity crisis in private markets. She suggests that allowing 401(k)s to invest in private equity is a cynical move to provide an exit for existing private investors, harming less informed individual savers.
Dollar General expands Instacart delivery to 20,000 US stores
Dollar General and its subsidiary pOpshelf have expanded their same-day delivery service through the Instacart Marketplace to approximately 20,000 stores across 48 US states. Customers can now order groceries, household items, and health and beauty products from nearby Dollar General and pOpshelf locations via Instacart's app and website, with deliveries possible in as little as 30 minutes. This rollout follows a pilot program announced in September and aims to provide customers with more convenient shopping options for everyday essentials.
Instacart Adds Delivery From 20,000 Dollar General Stores
Instacart has expanded its partnership with Dollar General, offering same-day delivery from approximately 20,000 Dollar General and pOpshelf stores across 48 states. This enables customers to order groceries, pantry staples, household essentials, and other items for delivery in as little as 30 minutes. The expansion follows a successful pilot program at 7,000 stores and integrates Dollar General into Instacart's extensive marketplace of over 2,200 retail banners.
eBay appears to block third-party AI shopping agents as Uber, DoorDash and Airbnb report little agent use
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.
McDonald's Expands Uber Partnership in 14 Markets
McDonald's and Uber Technologies have announced a multiyear expansion of their global partnership across 14 markets. This agreement makes Uber the preferred delivery partner for orders placed through the McDonald's app and expands loyalty rewards to include Uber ride discounts and earning points on Uber Eats orders. The partnership aims to enhance food delivery and loyalty programs, with McDelivery generating over $20 billion annually.
DoorDash, Inc. $DASH Shares Sold by Pictet Asset Management Holding SA
Pictet Asset Management Holding SA significantly reduced its stake in DoorDash, Inc. by 26.6% in the third quarter, selling over 264,000 shares while still retaining a substantial holding. Other institutional investors showed mixed activity, with some increasing and others decreasing their positions. DoorDash reported strong third-quarter earnings, beating analyst estimates with $1.06 EPS and $4.62 billion in revenue, representing 34% year-over-year growth.
Form 425 Maplebear Inc. Filed by: Maplebear Inc.
Maplebear Inc. (Instacart) has filed a Form 425 communication related to its proposed acquisition by DoorDash, Inc., valued at $17 billion. The filing includes LinkedIn posts from Instacart's CEO and CCO, and a transcript of a GrocerTalk podcast interview with Instacart's Chief Commercial Officer, Ryan Hamburger. The acquisition is expected to close in late 2027 or the first half of 2028, pending regulatory approvals, and Instacart will operate independently until then, focusing on continuous innovation and supporting its retail partners.
Until DoorDash’s proposed deal closes, Maplebear (CART) will keep operating independently.
Maplebear Inc. (CART), also known as Instacart, is set to be acquired by DoorDash for $65 per share, valuing the company at $17 billion. The transaction is projected to close in late 2027 or the first half of 2028 due to regulatory and financing conditions. During this interim period, Instacart will continue to operate independently, honoring existing retailer agreements and accelerating its innovation plans.
Uber to Power McDonald's App Deliveries as Partnership Widens
Uber and McDonald's have announced a multi-year expansion of their partnership across 14 markets, with Uber Eats becoming the preferred integrated delivery partner for orders placed through the McDonald's app. McDonald's app orders will be fulfilled mainly through Uber Direct, Uber's white-label delivery service, and Uber will also become McDonald's exclusive delivery and rideshare rewards partner in participating markets. This expansion marks the broadest deal between the companies since their initial partnership in 2017.
McDonald’s taps Uber as preferred delivery partner across 14 key markets
McDonald's has chosen Uber Technologies as its preferred delivery partner across 14 international markets, marking a significant win for Uber against DoorDash. This multiyear agreement will utilize Uber Direct for fulfilling digital orders placed through the McDonald's mobile app in key regions such as the U.S., U.K., Canada, France, and Germany. The partnership also includes loyalty program integration, allowing MyMcDonald's Rewards members to redeem points for Uber rides and potentially earn points on Uber Eats orders.
McDonald’s names Uber as preferred partner, edging out DoorDash
McDonald’s has designated Uber as its preferred global delivery partner, a move that sidelines DoorDash. This decision highlights the growing competition among food delivery services for lucrative partnerships with major fast-food chains. The article, by Natalie Lung of Bloomberg, was published on November 09, 2026, at 01:21 PM CST.
McDonald’s names Uber a preferred partner, edging out DoorDash
McDonald's has officially designated Uber as its "preferred delivery partner" for orders placed through the McDonald's app in the U.S. and select international markets. This strategic move positions Uber ahead of competitors like DoorDash in the fast-food giant's delivery ecosystem. The article, published on November 9, 2026, highlights the implications of this partnership for both companies.
The Technical Signals Behind (DASH) That Institutions Follow
This article from Stock Traders Daily analyzes the technical signals for Doordash Inc. Class A (NASDAQ: DASH), providing institutional trading strategies. It identifies a neutral near-term sentiment and outlines specific long, breakout, and short strategies with entry, target, and stop loss levels. The analysis also includes multi-timeframe signal analysis, highlighting support and resistance levels.
Pictet Asset Management Holding SA Buys 148,190 Shares of Walmart Inc. $WMT
Pictet Asset Management Holding SA increased its stake in Walmart Inc. by 6.8% in the third quarter, acquiring an additional 148,190 shares, bringing its total holdings to 2,326,227 shares valued at $241.7 million. This comes amidst other institutional investor activity and notable insider selling by Walmart's CTO and EVP. The article also highlights recent positive, neutral, and negative news impacting Walmart, including ETF demand, drone-delivery expansion, AI integration, and a decline in share price.
Serve Robotics (SERV) Q3 2026 Earnings Call Transcript
Serve Robotics reported a significant 313% increase in Q3 2026 revenue, reaching $2.8 million, and raised its full-year revenue guidance to $12 million. The growth is attributed to tripling daily deliveries with DoorDash and Grubhub, improved robot speed and reliability, and cost reduction programs. The company also launched "Physical AI services" to offer its technology to other robot manufacturers and expanded internationally into Gold Coast, Australia.
Sequoia distributes 7,432 DoorDash (DASH) shares to director Andy Fang’s trust.
DoorDash director Andy Fang received 7,432 Class A common shares on November 4, 2026, as part of a pro rata in-kind distribution from Sequoia Capital Fund to investment funds in which Fang's estate planning vehicles are partners. The shares are held by The AF Living Trust, of which Fang is trustee, increasing the trust's indirect holdings to 12,386 shares. Fang also directly holds 42,598 shares.
Advertising revenue falls 6% at Yelp (YELP) as Q3 earnings shrink.
Yelp Inc. reported a 12% decrease in Q3 net income to $34.6 million and a 1% decline in net revenue to $370.9 million, primarily due to a 6% drop in advertising revenue. Despite softer advertising, other revenue significantly increased by 82% to $33.9 million, partly driven by the acquisition of Hatch and data licensing agreements for AI search tools. The company expects a modest year-over-year decrease in Q4 net revenue and adjusted EBITDA, anticipating continued strong growth in other revenue driven by its AI-driven offerings.
Costco Stock: Earnings Growth Could Shape the Next Big Move
Costco's stock has surged 20% this year due to six consecutive earnings beats, but its high 49x trailing P/E ratio suggests a premium valuation. The article suggests that consistent earnings growth will be the primary driver for the stock's future trajectory, with a 24/7 Wall St. price target of $1,098.23 and a "Buy" rating. Despite strong membership metrics and expansion plans, potential risks include valuation pressure and rising capital expenditures.
Amazon adds Uber Eats perk for Prime members
Amazon is expanding its Prime membership benefits by partnering with Uber Eats, allowing U.S. members to order from hundreds of thousands of restaurants with no delivery fees on orders over $25. This new collaboration will replace Amazon's existing tie-up with Grubhub. The move intensifies competition in the food delivery market, as other major players like DoorDash and Walmart are also enhancing their delivery services.
Grubhub parent Wonder files confidentially to go public in the US
Wonder Group Inc., the parent company of Grubhub, has confidentially filed for an initial public offering with the U.S. SEC. This move follows a $650 million financing round in July that valued the startup at $9 billion pre-money. The company, founded by Marc Lore, aims to create a unified food ecosystem and has been streamlining operations, including the acquisition of Grubhub and divestiture of its campus dining.
Papa Johns mobilizes for a pizza quality war
Papa Johns has launched a new "Unbox Better" business strategy to combat declining sales and fierce competition in the QSR pizza market. CEO Todd Penegor aims to re-establish the brand as the quality leader by improving operational consistency, increasing marketing spend through re-established local co-operatives, and adjusting franchisee margins to support these changes. The strategy also includes a "Bounce Back Offer" to solicit customer feedback and use AI for quality analysis.
Costco retains BofA "buy" as October US comps rise 8.1%
Bank of America has maintained its "buy" rating on Costco Wholesale Corporation after the retailer reported an 8.1% rise in US comparable sales, excluding gasoline price changes, for October. Total sales across the business increased by 12.6% in the four weeks ending November 1. Digital sales showed strong growth, rising 22.6%, while merchandise categories like gift cards, sporting goods, and fresh food also performed well.
Guo Qing Departs JD.com's Local Life Unit as China's Food Delivery 2.0 Turns to Supply-Chain Profitability
Guo Qing, head of JD.com's Local Life Services Business Group, has resigned, marking a strategic shift for JD.com's food delivery business from rapid scale expansion to efficiency and profitability. Under Guo Qing, the unit achieved significant market share but also incurred substantial operating losses. The company is now pivoting to an asset-light, supply-chain-driven model, evidenced by narrowing losses and a focus on refined operations in high-value commercial districts.
Costco's digital sales rose 22.5% in October
Costco Wholesale Corporation reported October net sales of $24.50 billion, a 12.6% increase from the prior year for the four weeks ended November 1, 2026. Digitally-enabled sales significantly contributed to this growth, rising 22.5% year-over-year for the same period. Total comparable sales also grew by 11.1% over four weeks, indicating strong performance across the company.
Uber Earnings: Strong Delivery Growth Helps Ease Some (but Not All) Mobility Concerns
Uber Technologies reported strong third-quarter earnings with a 10% increase in revenue and 31% rise in adjusted EBITDA, driven by a 22% surge in delivery bookings. While the company's platform shows continued growth, concerns persist regarding the future of autonomous vehicle adoption and potential long-term slowdown in mobility growth due to international driver shortages. Morningstar is maintaining its $76 fair value estimate for Uber, viewing shares as fairly valued given the tempered optimism for delivery by uncertainty in AV deployment.
Uber Technologies Q3 2026 Earnings Call Transcript
Uber Technologies reported strong third-quarter 2026 results, achieving 20% year-over-year gross bookings growth and a 35% increase in non-GAAP EPS, reaching 215 million monthly active platform consumers. Despite facing driver supply challenges in international markets due to rising fuel costs, the company is making targeted investments to improve availability and expects to expand its driverless vehicle fleet significantly by the end of 2027. Uber is also accelerating its delivery segment, investing in selection and affordability, and focusing on organic growth and integration of recent acquisitions rather than new M&A.
Walmart Inc. (NASDAQ:WMT) Stock Has Average Target Price of $132.41 According to Brokerages
Walmart Inc. (NASDAQ:WMT) has an average "Buy" rating and a consensus 12-month price target of $132.41 from 39 analysts. Despite some recent price target reductions, the company's Q2 earnings and revenue surpassed expectations, with EPS of $0.81 against estimates of $0.74, and revenue rising 5.9% year-over-year to $187.94 billion. However, analysts also flagged the stock's high valuation as a potential risk.
Early Uber Investor: Tesla and Uber Will “Split 80%” of the Robotaxi Market
Early Uber investor Jason Calacanis predicts that Tesla will capture 40% of the autonomous vehicle market and Uber, with its partners, will take 35%, leaving Alphabet's Waymo with 15%. Calacanis recently purchased 15,000 Uber shares at $65, setting a $120 target, and also bought 3,000 Tesla shares. Despite Uber's current market value being similar to Waymo's private valuation, Calacanis sees Uber as undervalued given its substantial free cash flow and revenue growth projections.
Are ADT, CART, MFIC Obtaining Fair Deals for their Shareholders?
Halper Sadeh LLC, an investor rights law firm, is investigating ADT Inc., Maplebear Inc. (Instacart), and MidCap Financial Investment Corporation for potential violations of federal securities laws and/or breaches of fiduciary duties related to their proposed sales. The firm is concerned that insiders may receive substantial financial benefits not available to ordinary shareholders and that the transactions might limit superior competing offers. Shareholders are encouraged to contact the firm to discuss their rights and options.
Serve Robotics vs. Symbotic: Which Robotics Stock Is More Compelling?
This article compares Serve Robotics (SERV) and Symbotic (SYM), two robotics companies with different approaches to automation. Serve Robotics focuses on last-mile delivery and physical logistics, while Symbotic specializes in warehouse automation. The analysis delves into their business models, financial performance, analyst estimates, and valuation to determine which stock presents a more compelling investment opportunity, concluding that Symbotic currently has a slight edge due to its stronger earnings trajectory and balanced growth profile.
Election Day 2026 deals: Score free food from Krispy Kreme, 7-Eleven, Potbelly, and more
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.
DoorDash, Coursera, Etsy, Upwork, and Airbnb shares skyrocket, what you need to know
Shares of DoorDash, Coursera, Etsy, Upwork, and Airbnb jumped significantly after crude oil prices plunged more than 7% due to hopes of Middle East diplomatic progress. This decline in fuel costs is expected to benefit consumer discretionary sectors, particularly travel, delivery, gig, and marketplace companies, by lowering operational expenses and increasing consumer spending capacity. The Institute for Supply Management also reported an increase in factory activity, further reinforcing cyclical momentum in the market.
Perma-Fix Environmental Services Q3 2026 Earnings Date and Estimates
Perma-Fix Environmental Services (NASDAQ:PESI) is projected to release its Q3 2026 earnings on Thursday, November 5, 2026, after market close, with a conference call scheduled for 10:00 AM ET. Analysts anticipate the company will report earnings of -$0.21 per share on revenues of $14.90 million, a decline from the prior year's -$0.10 per share on $17.45 million. The company has a mixed track record, having beaten consensus EPS estimates in only one of its last eight quarters.
DoorDash Inc - Ordinary Shares - Class A (DASH) Earnings, Actual EPS, EPS Estimates & Results
DoorDash Inc. (DASH) reported strong Q3 '26 earnings, with an actual EPS of $1.06, significantly beating the estimated $0.81, and reported revenue of $4.62 billion, exceeding the $4.56 billion estimate. The company's GAAP EPS increased by 92.73% year-over-year, and revenue grew by 33.95% year-over-year. DoorDash also provided optimistic guidance for Q4 2026, forecasting Marketplace GOV between $35.4 billion and $36.4 billion and Adjusted EBITDA of $900 million to $1.1 billion.
Weekly Recap: FTC scrutiny and calls to block DoorDash deal
DoorDash (DASH) is facing potential FTC scrutiny over a proposed acquisition due to concerns about competition in the delivery market and consumer costs. Several analysts have cut their price targets for DASH but maintained their ratings, while the company has also repurchased $1 billion in Class A shares. The Economic Liberties Project has specifically called for the FTC to block the deal.
Maplebear Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Maplebear Inc. d.b.a. Instacart - CART
Kahn Swick & Foti, LLC (KSF) is investigating the proposed sale of Instacart (NasdaqGS: CART) to DoorDash, Inc. (NasdaqGS: DASH). The law firm is examining whether the proposed consideration of $65.00 cash, 0.3372 shares of DoorDash common stock, or a mix of $48.75 cash and 0.0843 shares of DoorDash common stock, and the process leading to this offer, adequately value the company for Instacart shareholders. KSF invites shareholders who believe the transaction undervalues the company to contact them to discuss their legal rights.
DoorDash, Coursera, Etsy, Upwork, and Airbnb shares skyrocket, what you need to know
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.
One Way Holdings LLC Buys 12,734 Shares of Walmart Inc. $WMT
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.
Kroger building first new store in the Houston area in a decade
Kroger has broken ground on its first new store in the Houston area in a decade, investing $41 million in a Kroger Marketplace in Hockley, Texas. This new development signifies the company's expansion in a growing community. The article also provides a summary of other retail news, including Lowes Foods introducing Flashfood, Costco's Thanksgiving meal bundle, and various international retail expansions.
DoorDash (DASH) Stock Price, Chart & Analysis
This article provides an in-depth analysis of DoorDash (DASH) stock, including its current price, market capitalization, growth metrics, and financial health. It details key figures such as P/E ratio, revenue growth, and dividend policy, while also offering a quality score and a "Belegger score" based on Buffett and Lynch methods. The analysis concludes with various price scenarios and analyst forecasts, noting that the information is for informational purposes and not investment advice.
CART Investors Have Opportunity to Join Maplebear Inc. Fraud Investigation with SBS Law
Schall, Brown & Schwartz LLP (SBS) has launched an investigation into potential breaches of fiduciary duty by the directors and management of Maplebear Inc. (NASDAQ: CART). The investigation focuses on the fairness of the Company's acquisition by DoorDash, Inc. for $65.00 in cash or 0.3372 shares of DoorDash common stock per share of Maplebear common stock. SBS is encouraging affected shareholders to participate in the investigation.
Angi earnings: what to look for from ANGI
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.
Delta flyer reports two-day struggle for help after airline moves messaging support to its AI app
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.
Key deals this week: INTC, EQT, DASH, GEV, and more
This article outlines significant deals across various sectors reported this week, including ADT being acquired by Thrive Holdings for $15.3 billion, Wendy's receiving a $1.4 billion offer from Nelson Peltz's Trian Fund Management, and TPG Inc. in talks to buy Ark Data Centres for $5 billion. Other key transactions include Ares Capital's acquisition of MidCap Financial Investment, Intel's purchase of Classiq Technologies, DoorDash's formal acquisition of Instacart for $17 billion, Surgery Partners being acquired by HealthSpan Partners, EQT Corp.'s acquisition of Range Resources, and GE Vernova's acquisition of Trench Group for $9 billion.
Rithm Property Trust (NYSE:RPT) Stock Bumped Up to Hold by Wall Street Zen
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.
Grocery Outlet (NASDAQ:GO) Now Covered by Analysts at TD Cowen
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.
