Macro-driven fortunes have diverged heavily for different companies over the Q2 earnings season. DoorDash (NASDAQ: DASH ) is a company that I thought would certainly be impacted by weaker restaurant sales. Yet, it appears that even thoughWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular cont ...

Core Insights - DoorDash (DASH) and Amazon (AMZN) are competing in the on-demand delivery and e-commerce sectors, focusing on food, grocery, and same-day delivery services [1][2] - The global same-day delivery market is projected to grow from $32.44 billion in 2025 to $54.80 billion by 2030, with a CAGR of 11.45% [2] DoorDash (DASH) Overview - DoorDash is expanding its partner base for express grocery delivery, enhancing its position in the on-demand delivery market [3] - In May 2025, DoorDash added nearly 260 grocery stores to its app, resulting in a 20% year-over-year increase in total orders to 761 million and a 23% increase in Marketplace Gross Order Value (GOV) to $24.2 billion [4][10] - Year-to-date, DASH shares have surged 46.5%, significantly outperforming AMZN's 4.5% gain, attributed to strong order growth and rising Marketplace GOV [10][11] Amazon (AMZN) Overview - Amazon's Prime membership is central to its delivery ecosystem, achieving a global speed record with 30% more items delivered same day or next day compared to the previous year [5][10] - Amazon's grocery initiatives include the Perishables Pilot program, which has seen 75% of customers as first-time shoppers for perishables, with 20% returning multiple times within their first month [7] - Amazon is expanding its grocery delivery to over 1,000 cities, with plans to reach over 2,300 by year-end 2025 [8] Financial Performance and Valuation - The Zacks Consensus Estimate for DASH's full-year 2025 earnings is $2.39 per share, reflecting a 724.14% year-over-year increase, while AMZN's estimate is $6.73 per share, indicating a 21.70% increase [17] - DASH's earnings have surpassed estimates in three of the last four quarters, with an average surprise of 35.69%, compared to AMZN's consistent earnings beats with an average surprise of 22.98% [18] - Both DASH and AMZN shares are currently considered overvalued, with DASH trading at a forward Price/Sales ratio of 7.05X, higher than AMZN's 3.24X [15] Conclusion - The e-commerce and delivery market is booming, with DASH showing greater upside potential due to strong order growth and rapid grocery delivery expansion compared to AMZN [19]

Let's do some more calls. CLSA initiates Micron today. Outperform 155 is the target.Quote, riding the crest of the AI wave. Bill, you own the name. A name that doesn't get discussed all that much to be honest when we talk about the AI wave.>> Not discussed enough. I mean, this this name, I've loved it for a while and it's been our portfolios. Um, high bandwidth memory, you know, faster computing, more efficient computing at a lower power consumption.It's going to be critical here uh in the AI race. and they ...

🔥 LATEST: Solana has passed DoorDash in market cap.$SOL: $106B$DASH: $105B https://t.co/9ws6qtomLZ ...

Cryptocurrency Industry Trends - Monero (XMR) community is exploring modifications to its Proof-of-Work (PoW) consensus mechanism to enhance resistance against 51% attacks [1] - The impetus for this consideration stems from recent activity associated with Qubic [1] Proposed Solutions - Proposals include localizing mining hardware [1] - Implementing merged mining to allow XMR to be mined alongside Bitcoin or other major crypto assets [1] - Adopting Dash's ChainLocks solution [1] Dash's ChainLocks Solution - Dash's ChainLocks leverages randomly selected masternodes to reach quorum on the first valid block broadcast by the network [2] - This locks the blockchain ledger, ensuring only blocks verified through the ChainLock system are appended [2] - ChainLocks would function on top of the existing PoW Consensus [2]

Core Insights - The article discusses the launch and capabilities of the Comet browser by Perplexity AI, aiming to create an AI operating system that enhances user productivity through automation and integration with various applications [3][9][10]. Group 1: Comet Browser Features - Comet is designed to handle asynchronous and repetitive tasks, providing a seamless user experience by integrating with existing applications like iMessage and email [4][5]. - The browser aims to act as a central hub for managing various digital tasks, allowing users to automate workflows and access information across different platforms [9][10]. - The concept of "context engineering" is introduced, emphasizing the need for AI to autonomously gather and utilize context from various communication tools to enhance user efficiency [5][6]. Group 2: AI and User Interaction - The discussion highlights the importance of achieving a natural and fluid interaction between AI and users, focusing on both intelligence and contextual understanding [6][4]. - The browser is positioned as a next-generation tool that can evolve with advancements in AI models, enhancing its capabilities over time [8][9]. - The potential for AI to automate digital labor is compared to autonomous driving, suggesting that AI can free up time for users by handling complex tasks [4][6]. Group 3: Market Position and User Adoption - Since its launch, Comet has seen a steady increase in user adoption, with a waitlist nearing one million, indicating strong market interest despite its early-stage development [9][10]. - The company aims to create a new category of "agent browsers," differentiating itself from traditional browsers and focusing on building a unique ecosystem [9][10]. - The competitive landscape is discussed, with the expectation that larger players like OpenAI and Google will also enter the agent browser space, further validating the concept [9][10]. Group 4: Challenges and Future Directions - The article addresses the technical challenges of building a robust infrastructure to support the complex interactions required for the Comet browser [28][29]. - There is an emphasis on the need for continuous improvement and adaptation to user feedback, with a focus on maintaining a high-quality user experience [29][34]. - The potential for future hardware development is mentioned, but the primary focus remains on refining the software capabilities of the browser [21][22][25].

Core Insights - DoorDash (DASH) is experiencing significant growth, with total orders increasing by 20% year-over-year to 761 million in Q2 2025, surpassing the Zacks Consensus Estimate by 1.36% [1][10] Group 1: Growth Drivers - The company's diversification into grocery, retail, and convenience sectors has been a major contributor to the increase in total orders, with these categories growing faster than the core restaurant business [2] - Growth in total orders is also attributed to an increase in monthly active users and the expansion of membership programs like DashPass and Wolt+, leading to record-high average order frequency in Q2 2025 [3][10] - Internationally, total orders grew at a faster pace than in the U.S., indicating the success of DoorDash's global expansion strategy, with new Wolt+ members further boosting order frequency [4] Group 2: Competitive Landscape - DoorDash faces rising competition from local food delivery platforms such as Uber Technologies (UBER) and Grubhub (JTKWY), which are seeking new ways to differentiate themselves and expand market presence [5] - Grubhub has partnered with Wyndham Hotels & Resorts to offer $0 delivery fees and other perks, enhancing its competitive position [6] - Uber Technologies is leveraging its delivery business by partnering with Five Below, allowing customers to order from over 1,500 stores via the Uber Eats app [7] Group 3: Financial Performance and Valuation - DoorDash's shares have increased by 51.1% year-to-date, outperforming the Zacks Internet-Services industry's growth of 9.1% and the broader Zacks Computer & Technology sector's growth of 13.8% [8] - The company is currently considered overvalued, with a Value Score of F and a forward 12-month Price/Sales ratio of 7.30, higher than its median of 5.87 and the industry's 5.49 [12] - The Zacks Consensus Estimate for DoorDash's earnings in 2025 is $2.39 per share, reflecting a 10.6% increase over the past 30 days and a year-over-year increase of 724.14% [14]

欧盟委员会文件周二显示，美国外卖平台DoorDash(DASH.US)对Deliveroo价值39亿美元的拟议收购 案，将按欧盟简化合并程序接受审查。 自2021年上市以来，Deliveroo股价已大幅下跌。新冠疫情后，在线外卖需求增长陷入停滞，是导致其股 价疲软的重要原因。 今年5月，这两家外卖应用公司达成交易协议，对Deliveroo估值约为29亿英镑(约合39.2亿美元)。 欧盟监管机构选择以简化程序审查此次合并，通常意味着其未发现该交易存在竞争方面的担忧，获批可 能性较大。 ...

Core Insights - DoorDash (DASH) has seen a 20% year-over-year increase in order volume, reaching 761 million orders in Q2 2025, alongside a 23% growth in Marketplace Gross Order Value (GOV) to $24.2 billion, indicating strong demand across platforms [1][8]. Group 1: Financial Performance - DoorDash's shares have increased by 51.6% year-to-date, outperforming the Zacks Internet - Services industry's 9% rise and the broader Zacks Computer & Technology sector's 14.6% growth, driven by strong order growth and rising Marketplace GOV [2]. - The Zacks Consensus Estimate for DoorDash's earnings in 2025 is $2.39 per share, reflecting a 9.6% increase over the past 30 days and a year-over-year increase of 724.14%. Revenue estimates for 2025 are pegged at $13.15 billion, suggesting a year-over-year increase of 22.62% [10]. Group 2: Strategic Partnerships - DoorDash's expanding partner network includes notable companies such as Dollar General, McDonald's, Walmart Canada, and others, which have significantly broadened its reach and enhanced service offerings [5][6]. - A recent partnership with McDonald's USA allows for a new online ordering experience, enabling customers to access McDelivery without an app or account, further strengthening the global partnership that now supports delivery in 29 countries [6]. Group 3: Advertising Growth - DoorDash's advertising business has surpassed $1 billion in annualized revenue run rate in Q2 2025, driven by a focus on high merchant Return on Ad Spend (ROAS) and consumer conversion rates [8][9]. - The company launched its largest-ever advertising platform update in June 2025, introducing AI-powered campaign tools and acquired ad tech platform Symbiosys for $175 million to enhance off-site advertising capabilities [9]. Group 4: Competitive Landscape - Despite strong growth prospects, DoorDash faces intense competition in the local food delivery logistics market from platforms like Uber Eats and Grubhub, which are also seeking to expand their market presence [11][12]. - Grubhub's recent partnership with Wyndham Hotels & Resorts to offer delivery perks highlights the competitive strategies being employed in the industry [13]. Group 5: Valuation Concerns - DoorDash shares are currently considered overvalued, with a forward 12-month Price/Sales ratio of 7.30, exceeding its median of 5.86 and the industry's 5.51 [14].

Core Insights - DoorDash and Ace Pickleball Club (APC) have formed a strategic multi-year partnership, making DoorDash the Official On-Demand Delivery & Pickup Platform for APC, enhancing convenience for members [1][2] - The partnership includes exclusive benefits for APC members, such as discounted promotions on eligible orders and designated DoorDash Delivery Zones at each club location [2][3] - DoorDash will also sponsor the Ace Pickleball Club Championship Series, which features a $250,000 prize pool for the national championship [3][4] Company Overview - DoorDash is a leading local commerce platform that connects consumers with businesses and has expanded to over 30 countries since its founding in 2013 [5] - Ace Pickleball Club focuses on providing an exceptional indoor pickleball experience through a network of member-focused clubs, catering to players of all skill levels [6] Strategic Benefits - The partnership aims to enhance the member experience by allowing players to order groceries and essentials without interrupting their game [2][4] - With over 35 clubs expected to open across 21 states by early 2026, the collaboration will cater to the active lifestyles of APC members [4]