Kroger teams with Instacart to combine prescription & grocery delivery
Kroger is expanding its partnership with Instacart to allow customers to combine prescription deliveries with their grocery orders. This builds on an existing collaboration and follows a successful launch at Harris Teeter. The move underscores Kroger's continued focus on e-commerce, as evidenced by strong e-commerce sales growth and the recent appointment of Nate Faust as chief e-commerce officer.
America’s Best Network. Pixel 11 Pro XL on Us. Only at T-Mobile
T-Mobile has announced the new Google Pixel lineup, including the Pixel 11 Pro Fold, Pixel 11 Pro XL, Pixel 11 Pro, Pixel 11, and Pixel Watch 5, are available for pre-order, with in-store availability starting August 20. Customers can get the Pixel 11 Pro XL on T-Mobile "on Us" (up to $1,300 off) with eligible plans and trade-ins, or opt for a new financing option (EIP Flex 36) for $0 out-of-pocket. The article highlights T-Mobile's "America's Best Network" and various customer benefits, including entertainment bundles and perks, alongside details on pricing and availability for all new Pixel devices.
Kroger taps digital retail expert to lead e-commerce push
Kroger has appointed Nate Faust, a former Walmart and startup executive, as its chief e-commerce officer to spearhead its digital commerce and delivery ambitions. Faust, co-founder of Jet.com and a key figure in Walmart's e-commerce supply chain transformation, brings over 20 years of experience in building and scaling successful online retail businesses. His appointment is expected to drive initiatives such as leveraging AI-powered logistics, partnering with autonomous vehicle orchestrators, and optimizing retail media to subsidize delivery costs.
Despite Nearing 52-Week Low, Uber Stock Has More Room to Run
Uber Technologies (NYSE: UBER) is trading near its 52-week low but is seen as an opportunity due to accelerating fundamentals, record cash generation, and a mid-teens earnings multiple. Analysts project a 67.72% upside with a target price of $131.73. The company's strong Delivery segment growth and strategic AV expansion, combined with substantial free cash flow, suggest significant future potential compared to competitors like Lyft and DoorDash.
Can Maplebear's AI Assistant Become a Meaningful Growth Driver?
Maplebear Inc. (Instacart) is strategically investing in its new AI Assistant to drive growth and user engagement. Early pilot results show the AI Assistant leads to larger average basket sizes by synthesizing user preferences, inventory, and promotions. The company is also monetizing this technology through white-label partnerships and third-party integrations, suggesting its potential to become a significant growth driver despite the competitive market and elevated valuation.
Serve Robotics (SERV) Is Down 13.9% After Slashing 2026 Guidance And Resetting Its Uber Roadmap
Serve Robotics (SERV) saw its stock drop by 13.9% after reporting second-quarter 2026 sales of US$3.24 million, a widened net loss of US$64.13 million, and significantly cutting its full-year 2026 revenue guidance to US$9-10 million from US$26 million. The company is also re-evaluating its Uber partnership beyond early 2027 and focusing on diversification through DoorDash and direct-merchant tools. This shift highlights a need for partner stability and cash discipline as Serve Robotics navigates changing cost bases and partnership expectations.
Canvas Wealth Advisors LLC Buys 39,082 Shares of Uber Technologies, Inc. $UBER
Canvas Wealth Advisors LLC significantly increased its stake in Uber Technologies by 19.5% in the second quarter, acquiring an additional 39,082 shares, bringing its total holding to 239,173 shares valued at $17.3 million. This move comes as Uber reported strong Q2 earnings with adjusted EPS of $0.81 and 12.2% revenue growth, alongside positive analyst sentiment and strategic expansions like Uber Eats' retail delivery network integration. Despite a recent trading price of $78.46, below its 52-week high, analysts maintain a "Moderate Buy" rating with a consensus price target of $104.25.
Cooperation Model Encounters Another Setback, Why Did Uber ‘Abandon’ Serve Robotics?
Uber Technologies has divested its entire stake in Serve Robotics, signaling a fundamental disagreement over the deployment model for delivery robots and a setback for Uber's autonomous services strategy. The rift became public as Uber's stake steadily decreased since early 2025, culminating in a full divestiture and executive resignations from Serve's board in Q2. Serve's CEO cited fundamental differences in operating models and business expectations for scaling a shared autonomous fleet, alongside operational friction such as reduced order volumes and concerns over reliability from Uber's side.
DoorDash CEO Tony Xu Reports Acquisition and Disposal of Class A Shares in SEC Filing
DoorDash CEO Tony Xu has reported changes in his beneficial ownership of DoorDash, Inc. Class A Common Stock. An SEC Form 4 filing on August 11, 2026, details transactions that occurred on August 7, 2026, indicating both acquisition and disposal of shares. The article provides a brief overview of this insider trading activity.
DoorDash (DASH) majority holders approve move of incorporation to Nevada
DoorDash (DASH) has received approval from its majority stockholders to reincorporate from Delaware to Nevada. This strategic move, unanimously recommended by the board of directors on August 6, 2026, aims to transition the company to Nevada's more statute-based and predictable legal environment. The reincorporation will affect corporate governance, including director liability and stockholder rights, but will not change DoorDash's business operations, management, or stock trading on Nasdaq.
DoorDash (DASH) director Alfred Lin reports 8.33M-share restructuring via Sequoia funds
DoorDash director Alfred Lin reported restructuring transactions involving 8.33 million shares of Class A Common Stock through Sequoia-managed investment vehicles. These non-cash, pro rata in-kind distributions by Sequoia Capital Fund, LP and Sequoia Capital Fund Parallel, LLC reduced their indirect holdings. An estate planning vehicle associated with Lin also indirectly acquired 301,867 shares.
DoorDash (DASH) director Stanley Tang gains 10,361 shares via fund distribution
DoorDash director Stanley Tang has acquired 10,361 shares of Class A Common Stock through an internal restructuring-related acquisition on August 7, 2026. These shares were distributed as part of Sequoia Capital Fund's pro rata in-kind distribution to investment funds tied to his estate planning vehicles and are held indirectly through The ST Trust. Following this transaction, Tang now holds 10,361 indirect shares and 40,218 direct shares, some of which are Restricted Stock Units.
DoorDash (DASH) CEO Tony Xu reports 8,159-share indirect Class A stock acquisition
DoorDash CEO Tony Xu reported an indirect acquisition of 8,159 Class A shares on August 7, 2026. This transaction was an "other" acquisition, specifically a pro rata in-kind distribution from Sequoia Capital Fund, not a direct market purchase. The shares are held by TXX Investments LLC, part of a family trust where Xu serves as trustee, and he also directly holds 1,500 Class A shares.
Maplebear Inc. (CART) Stock forecasts
This article provides an analyst report on Maplebear Inc. (Instacart), highlighting its role as a grocery-focused delivery marketplace. The report, published by Morningstar on August 7, 2026, notes the company's building marketplace momentum despite enduring competitive pressure. The fair value and current price of CART stock are provided, along with an economic moat assessment.
After Earnings, Is Uber Stock a Buy, a Sell, or Fairly Valued?
Morningstar maintains a "narrow moat" rating and a $76 fair value estimate for Uber Technologies after its Q2 earnings, seeing the stock as slightly undervalued but advising patience for a better entry point. While Uber's core ride-hailing metrics remain strong, the potential impact of autonomous vehicles (AVs) presents both opportunities and significant risks. The company is actively pursuing partnerships in the AV space, but analysts highlight the threat of AV companies bypassing Uber to control the rider relationship directly.
E. Ohman J or Asset Management AB Has $27.68 Million Holdings in Uber Technologies, Inc. $UBER
E. Ohman J or Asset Management AB increased its stake in Uber Technologies by 9.4% in the second quarter, now holding 383,520 shares valued at $27.68 million. Several other institutional investors also adjusted their positions in UBER, with Vanguard Group Inc. being the largest holder. The article also notes recent analyst ratings, with a consensus "Moderate Buy" rating, and discusses Uber's Q2 earnings beat and key growth initiatives.
DoorDash, Inc. (DASH) stock price, news, quote and history
This article provides comprehensive financial information for DoorDash, Inc. (DASH), including its current stock price, recent performance data, key financial metrics, and analyst recommendations. It details the company's business overview, employee count, and upcoming earnings date. The page also features comparative data with similar companies in the internet retail sector.
DoorDash (DASH) director Andy Fang converts and sells 15,000 shares in planned trade
DoorDash director Andy Fang converted 15,000 Class B shares to Class A shares and subsequently sold all 15,000 Class A shares at $215.00 each on August 6, 2026. This transaction was executed under a pre-arranged Rule 10b5-1 trading plan established on March 6, 2026. Following these sales, Fang retains significant direct and indirect holdings in both Class A and Class B DoorDash common stock.
Maplebear (NASDAQ:CART) Given New $58.00 Price Target at Citigroup
Citigroup has raised its price target for Maplebear (NASDAQ:CART) to $58.00 from $50.00, maintaining a "buy" rating and implying a 16.72% upside. This follows a trend of positive analyst sentiment, with several firms recently increasing their targets for the stock. Despite missing earnings per share estimates, Maplebear's latest quarterly revenue exceeded expectations, showing a 14.1% year-over-year increase.
DoorDash Director Andy Fang Reports August 2026 Stock Conversion and Sale
DoorDash Director Andy Fang reported transactions in Class A and Class B Common Stock on August 6, 2026, as disclosed in a Form 4 filed with the SEC on August 10, 2026. The article indicates this involves a stock conversion and sale, though specific details are behind a login wall.
Uber Technologies (NYSE:UBER) Price Target Raised to $110.00
Jefferies Financial Group has increased its price target for Uber Technologies (NYSE:UBER) to $110.00 from $100.00, maintaining a "buy" rating, which suggests a potential upside of 46.77%. This comes as Uber reported Q2 earnings slightly above estimates at $0.81 per share, despite revenue of $14.19 billion narrowly missing expectations. Analyst sentiment remains largely positive, with a "Moderate Buy" consensus and an average target price of $104.39.
Weekly Recap: Q2 GOV & EBITDA up and Cantor raises PT to $260
DoorDash (DASH) reported a Q2 with increased revenue, orders, and Gross Order Value (GOV), alongside a rise in adjusted EBITDA despite a fall in net income. Management provided guidance for Q3 GOV and adjusted EBITDA, maintained its buyback authorization, and highlighted H2 2026 margin patterns. Following these results, Cantor Fitzgerald raised its price target for DASH to $260 from $230.
Retail's digital channel outpaces stores in 2026
In 2026, the digital channel in retail is growing faster than physical stores, with e-commerce approaching 25% of total retail sales. Companies like Tractor Supply, Albertsons, and DoorDash-Shopify are making significant investments in their digital infrastructure to adapt to this shift. These strategic moves highlight a broader industry trend towards prioritizing digital capabilities and structural commitments to online channels, regardless of economic pressures.
Sarasin & Partners LLP Has $147.32 Million Holdings in Uber Technologies, Inc. $UBER
Sarasin & Partners LLP increased its stake in Uber Technologies, Inc. by 3.9% in the second quarter, bringing its total holdings to over 2 million shares valued at approximately $147.3 million. This makes Uber the 20th largest position in Sarasin & Partners' portfolio, representing 1.7% of its investments. Institutional investors collectively own 80.24% of Uber's stock, and analysts generally maintain a "Moderate Buy" rating with a consensus price target of $104.23, despite mixed recent earnings results and some lowered price targets.
Quantinno Capital Management LP Has $3.91 Million Holdings in Avis Budget Group, Inc. $CAR
Quantinno Capital Management LP significantly reduced its stake in Avis Budget Group, Inc. by 53.9% in the first quarter, holding shares valued at approximately $3.91 million. This comes as Avis Budget Group missed analyst expectations for quarterly earnings and revenue, reporting $0.98 EPS against a $2.05 consensus, and a 1.3% year-over-year revenue decline. The company also faces legal uncertainty from a class-action lawsuit alleging stock manipulation by Pentwater Capital and its CEO, which is impacting investor sentiment and contributing to a cautious outlook from analysts who maintain a "Reduce" rating for the stock.
Analysts Have Conflicting Sentiments on These Consumer Cyclical Companies: DoorDash (DASH), Arhaus (ARHS) and Planet Fitness (PLNT)
Analysts from Morgan Stanley and William Blair have issued conflicting sentiments on several consumer cyclical companies. DoorDash (DASH) received a Buy rating with a $275.00 price target from Morgan Stanley, while Arhaus (ARHS) also maintained a Buy rating from William Blair. Planet Fitness (PLNT), however, was reiterated with a Hold rating by William Blair.
Earnings call transcript: Serve Robotics Q2 2026 revenue rises, but stock falls on guidance cut
Serve Robotics reported Q2 2026 revenue of $3.2 million, a 400% increase year-over-year, but shares fell 11% in after-hours trading due to a significant cut in full-year revenue guidance from $26 million to $9 million-$10 million. The guidance cut is primarily attributed to a first-time decline in delivery volume through its Uber partnership, leading Serve to re-evaluate the partnership and focus on diversifying its channels, direct merchant relationships, and new products like Beacon. Despite the setback with Uber, the company emphasized its strong liquidity of over $240 million and ongoing investments in autonomy and other partnerships like DoorDash and healthcare robotics.
Should You Invest in the Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD)?
This article evaluates the Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD), a passively managed fund providing exposure to the consumer discretionary sector. While it offers diversification with assets over $336.4 million and a 0.4% expense ratio, the ETF currently holds a Zacks ETF Rank of 4 (Sell) due to factors like expected asset class return and momentum. Investors seeking exposure to this sector might consider alternatives like Vanguard Consumer Discretionary Index Fund ETF Shares (VCR) or State Street Consumer Discretionary Select Sector SPDR ETF (XLY) which have lower expense ratios and larger asset bases.
DoorDash (NASDAQ: DASH) insiders file to sell 45,000 founder Class A shares
DoorDash (DASH) insider entities have filed to sell 45,000 Class A common stock founder shares via a brokerage account at Morgan Stanley Smith Barney LLC. The aggregate market value of this proposed sale is $9,327,150.00. This filing also details previous sales by The AF Living Trust and Andy Fang, including 10b5-1 plan activities.
Ingles Markets Reports Q3 Sales Growth Following Contentious Board Battle
Ingles Markets reported modest Q3 sales growth to $1.37 billion, despite a slight decrease in net income, following a contentious board election. The Southeast grocer showed stronger operational improvement over the first nine months of FY2026, with net sales reaching $4.05 billion and net income surging to $78.3 million. The company is also navigating rising operating expenses, activist investor pressure, and recovery efforts from Hurricane Helene.
Genius Sports Q2 2026 slides: revenue beats guidance, margins expand
Genius Sports (NYSE:GENI) exceeded its Q2 2026 financial guidance, reporting revenue of $196 million and adjusted EBITDA of $53 million, driven by strong growth in betting and media revenue, particularly benefiting from the Legend acquisition. The company raised its full-year 2026 outlook across all metrics, anticipating further margin expansion and cash flow generation. Despite operational success, the company recorded a wider GAAP loss due to acquisition-related costs, which management attributes to one-time items as the integration progresses faster than expected.
Top Sunbelt Rentals Holdings, Inc. Common Stock (SUNB) Competitors 2026
This article compares Sunbelt Rentals Holdings, Inc. Common Stock (SUNB) against five major competitors: MercadoLibre (MELI), DoorDash (DASH), Relx (RELX), PayPal (PYPL), and Waste Connections (WCN). It evaluates each comparison across various financial metrics, analyst ratings, media sentiment, and institutional ownership, concluding that most competitors generally outperform SUNB on a majority of factors.
DoorDash Stock Climbs as Traders Brace for a High-Stakes Earnings Test
DoorDash (DASH) shares are trading higher ahead of its second-quarter earnings report, outperforming a mixed market. Investors are focused on the company-specific catalysts as analysts anticipate a rise in revenue despite an expected dip in EPS. Technical indicators suggest improving momentum, though resistance levels remain, while analysts offer a mixed outlook with an average "Buy" rating.
DoorDash Releases Second Quarter 2026 Financial Results
DoorDash, Inc. announced strong financial results for Q2 2026, with Total Orders increasing 27% year-over-year to 970 million and Marketplace GOV growing 36% to $33.1 billion. The company achieved a 36% increase in revenue to $4.5 billion and Adjusted EBITDA of $914 million, exceeding expectations. DoorDash highlighted strategic advancements in its global technology platform, AI-based features, and continued investment in membership programs like DashPass, while also providing a financial outlook for Q3 and H2 2026.
Uber Earnings: Food Delivery Is Strong, but Autonomous Vehicles’ Impact on Ride-Hailing Looms
Uber's Q2 operating performance met expectations, with gross bookings slightly exceeding forecasts, though the Q3 outlook appears softer. The central debate revolves around the long-term impact of autonomous vehicles on ride-hailing, with Uber working on multiple partnerships to mitigate risks. While the company's network-effect metrics remain strong and food delivery markets show promise due to diverse drone/robot companies, the market is aggressively pricing in autonomy-related risks, making shares appear slightly undervalued but warranting a better entry point.
DoorDash (NASDAQ: DASH) director Stanley Tang logs planned stock sales
DoorDash director Stanley Tang converted 67,693 Class B shares into Class A shares and sold a total of 69,364 Class A shares on August 3, 2026, under a pre-established Rule 10b5-1 trading plan. These sales, including both direct and indirect holdings, occurred at weighted average prices generally ranging from $198 to $204 per share. Following these transactions, Tang directly holds 40,218 Class A shares and 7,828 convertible Class B shares.
DoorDash, Inc. (DASH) director sells 20,000 shares via 10b5-1 plan
DoorDash director Andy Fang sold 20,000 Class A shares on August 3, 2026, after converting them from Class B shares. These sales, executed under a pre-arranged Rule 10b5-1 trading plan adopted in March 2026, were conducted at weighted average prices ranging from $198.9100 to $203.3900 per share. Following these transactions, Fang retains a significant number of Class A and convertible Class B shares, both directly and indirectly.
Bluejay Diagnostics (NASDAQ:BJDX) soars 47% premarket; warrant financing still subject to conditions
Shares of Bluejay Diagnostics (NASDAQ:BJDX) surged 47% in premarket trading, driven by trading activity rather than new corporate developments. The stock, however, remains significantly below the $2.075 strike price for its Series G and H warrants, which impacts the company's ability to secure an additional $15.2 million in capital. Bluejay recently completed enrollment for its SYMON-II sepsis trial and continues to face significant risks including ongoing regulatory issues, cash burn, and potential dilution.
BioNTech SE (BNTX) Misses Q2 EPS by 18c
BioNTech SE (BNTX) reported its Q2 earnings, missing analyst estimates for both EPS and revenue. The company posted a Q2 EPS of (EUR2.22), which was EUR0.18 worse than the estimated (EUR2.04), and revenue came in at EUR105.6 million, significantly below the consensus estimate of EUR162.59 million.
Uber Earnings Prediction Market Preview: What Will Dara Khosrowshahi Say?
Uber Technologies (NYSE: UBER) is set to report its second-quarter earnings, with analysts expecting 83 cents per share on $14.2 billion in revenue. Prediction markets like Kalshi are active, forecasting topics CEO Dara Khosrowshahi might address, including the "Delivery Hero" acquisition, "Waymo" competition, regulatory issues, and the integration of "Nvidia" hardware for its autonomous fleet. The market is keenly focused on Uber's strategy for autonomous vehicles, seeing it as Khosrowshahi's key challenge.
Kroger’s Harris Teeter banner adds prescription delivery via Instacart
Kroger's Harris Teeter banner has partnered with Instacart to offer prescription delivery combined with grocery orders, allowing customers to manage their health more conveniently. This new service enables online or in-app ordering for both groceries and certain prescriptions. While Harris Teeter also uses Uber for third-party delivery of non-prescription items and Kroger partners with DoorDash and Ocado for broader grocery delivery, the Instacart collaboration specifically focuses on integrating pharmacy services.
Cacti Asset Management LLC Buys 31,235 Shares of Uber Technologies, Inc. $UBER
Cacti Asset Management LLC increased its stake in Uber Technologies (NYSE:UBER) by 14.9% during the second quarter, purchasing an additional 31,235 shares. The investment firm now owns 240,684 shares of UBER, valued at $17,368,000, making it their 23rd biggest holding. Analysts generally hold a "Moderate Buy" rating for Uber, with a consensus price target of $104.60.
DoorDash (NASDAQ: DASH) holder files to sell 21,443 Class A shares in 2026
A DoorDash (NASDAQ: DASH) stockholder has filed a Form 144 to sell up to 21,443 Class A shares, valued at approximately $4.2 million, through Morgan Stanley Smith Barney LLC Executive Financial Services on or after August 3, 2026. The filing also details previous Rule 10b5-1 sales by THE ST TRUST and a sale by Stanley Tang between May and July 2026. The planned sale represents a small fraction of the 411,336,610 approximate shares outstanding, indicating a neutral impact.
Uber Technologies, Inc. $UBER Shares Acquired by Pacer Advisors Inc.
Pacer Advisors Inc. significantly increased its stake in Uber Technologies, Inc. by 23.7% in the first quarter, now owning 5.15 million shares valued at $370.6 million. Other institutional investors also adjusted their holdings, with 80.24% of Uber's stock held by such entities. The article highlights both positive sentiments, such as attractive valuation and autonomous vehicle expansion, and negative sentiments, including near-term risks from tariffs and increased competition, as well as AI restructuring.
Earnings Volatility Watch: SanDisk and Nine Other Stocks Could Swing Up To 17.5% This Week
This article identifies 10 U.S.-listed companies with market caps over $50 billion that are expected to experience significant stock price volatility following their upcoming earnings reports. SanDisk and Western Digital are highlighted as having the highest implied moves, with SanDisk potentially swinging up to 17.47%. The article provides analyst expectations for revenue and earnings, along with key factors to watch for each company.
QTEC ETF Profile: Dividends, Returns (BIVA:QTEC)
This article provides a comprehensive profile of the QTEC ETF, focusing on its dividends, returns, and fund characteristics. It details QTEC's equal-weighting strategy for large-cap tech stocks listed on Nasdaq, its asset allocation, and top holdings. The profile also includes key financial statistics such as AUM, expense ratio, dividend yield, and historical dividend payments, noting its unique exposure to the tech sector by tilting towards smaller companies and over-weighting semiconductors.
302,370 Shares in Uber Technologies, Inc. $UBER Purchased by Segall Bryant & Hamill LLC
Segall Bryant & Hamill LLC acquired a new position of 302,370 shares in Uber Technologies, Inc. worth approximately $22.7 million during the first quarter. Institutional investors now collectively own 80.24% of Uber's stock, with other firms also increasing their stakes. Analysts maintain a "Moderate Buy" consensus rating with an average price target significantly above the current share price, while recent earnings exceeded expectations despite ongoing risks like tariffs and competition.
7G Capital Management LLC Has $8.99 Million Stock Position in Uber Technologies, Inc. $UBER
7G Capital Management LLC significantly increased its stake in Uber Technologies, Inc. by 861.5% in the first quarter, now holding 125,000 shares valued at $8.99 million, making UBER its fifth-largest position. Other institutional investors also adjusted their holdings, with a notable 80.24% of the company's stock owned by hedge funds and institutions. The article also discusses various analyst ratings, Uber's stock performance, recent financial results, and current news impacting the company, including autonomous vehicle expansion and Uber Eats' grocery partnerships, alongside potential risks.
Retail's digital infrastructure is being rebuilt in real tim
Major retailers like Tractor Supply, Albertsons, and DoorDash are actively reshaping their digital infrastructure to capitalize on the rapidly expanding e-commerce market, projected to hit $6.9 trillion globally by 2026. This trend involves integrating digital operations more deeply into their core business strategies to enhance efficiency and meet evolving customer demands. Their actions highlight a shift in retail where digital infrastructure is no longer an add-on but a fundamental component driving operational improvements and competitive advantage.
South Dakota Investment Council Buys 23,800 Shares of Uber Technologies, Inc. $UBER
The South Dakota Investment Council significantly increased its stake in Uber Technologies, Inc. by 189.2% in the first quarter, purchasing an additional 23,800 shares to bring its total holdings to 36,376 shares valued at $2.62 million. Other institutional investors like Norges Bank and Marshall Wace LLP also built substantial positions, contributing to 80.24% institutional ownership. Uber recently beat EPS estimates but missed revenue, and analysts maintain a "Moderate Buy" rating with a target price of $104.60.
