Core Insights - Republican Representative Tim Moore has made significant leveraged bets against U.S. small-cap stocks, indicating a bearish outlook on the small-cap market [1][2][3] Investment Activity - Moore invested up to $215,000 in the Direxion Daily Small Cap Bear 3X Shares ETF, which aims to deliver three times the inverse performance of the Russell 2000 Index, suggesting a strategy to profit from a decline in small-cap stocks [2] - His recent trading activity includes 167 trades with a total volume of $6.926 million, highlighting a pattern of active trading [5] - Notable transactions include purchases of various ETFs and sales of major stocks like Centene Corp. and UnitedHealth Group [5] Performance Metrics - Despite bearish bets, Moore's overall investment portfolio has yielded an average gain of 31.50% over the past year, outperforming the S&P 500 market average [4] - Top-performing trades include significant gains in companies such as UnitedHealth Group Inc., DoorDash Inc., and Centene Corp. [4]

Core Viewpoint - Morgan Stanley is advising investors to focus on companies with strong free cash flows as US equities are near record levels while economic indicators show warning signs [1] Group 1: Investment Strategy - The recommendation emphasizes seeking shelter in companies that demonstrate robust free cash flow generation [1] - This strategy is particularly relevant given the current market conditions where equities are at high levels [1] Group 2: Economic Indicators - Economic indicators are signaling potential risks, prompting a cautious approach to investment [1] - The juxtaposition of high equity levels and warning signs in economic data suggests a need for prudent investment choices [1]

Options Trading Activity Summary - Enovix Corp (ENVX) has seen a total options trading volume of 35,118 contracts today, representing approximately 3.5 million underlying shares, which is 58.1% of its average daily trading volume of 6.0 million shares over the past month [1] - The $10 strike call option for ENVX, expiring January 15, 2027, has particularly high volume with 3,695 contracts traded, equating to about 369,500 underlying shares [1] DoorDash Inc (DASH) Options Activity - DoorDash Inc (DASH) recorded an options trading volume of 17,751 contracts today, representing around 1.8 million underlying shares, or 56.9% of its average daily trading volume of 3.1 million shares over the past month [3] - The $280 strike call option for DASH, expiring September 12, 2025, has seen significant activity with 5,167 contracts traded, representing approximately 516,700 underlying shares [3] AST SpaceMobile Inc (ASTS) Options Activity - AST SpaceMobile Inc (ASTS) has reported an options trading volume of 51,884 contracts today, which corresponds to about 5.2 million underlying shares, or 56.7% of its average daily trading volume of 9.1 million shares over the past month [5] - The $40 strike call option for ASTS, expiring September 12, 2025, has particularly high volume with 11,276 contracts traded, representing approximately 1.1 million underlying shares [5]

Group 1 - DA Davidson raised the target price for DoorDash from $190 to $260 while maintaining a "Neutral" rating [1]

Group 1 - DoorDash, Inc. (NASDAQ:DASH) is considered one of the most active stocks to buy, with a price target of $335 and a Market Outperform rating reaffirmed by Citizens JMP [1][2] - The potential impact of autonomous delivery technologies is highlighted, suggesting that it could significantly lower delivery costs and accelerate adoption for DoorDash [2] - The European Union is set to review DoorDash's $3.9 billion acquisition of Deliveroo, which is valued at approximately 2.9 billion pounds, marking a significant milestone in the meal delivery industry [2][3] Group 2 - DoorDash operates a delivery platform based in San Francisco and categorizes its business into five segments: platform services, advertising, non-restaurant services, international restaurants, and US restaurants [3]

The European Commission has approved DoorDash’s plan to purchase rival food delivery platform Deliveroo.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.As Reuters reported Tuesday (Sept. 9), the approval clears the ...

The EU Commission on Tuesday said it had approved the takeover of Deliveroo by U.S. meal delivery firm DoorDash. ...

Group 1: M&A Strategy - DoorDash emphasizes the importance of partnering with operating teams that share its values in M&A, as highlighted by CEO Tony Xu [2] - The company completed the $1.2 billion acquisition of SevenRooms and acquired ad-tech platform Symbiosys for approximately $175 million [2] - DoorDash has agreed to acquire UK-based Deliveroo for about $3.9 billion, expecting to close in Q4 2025, pending regulatory approval [2] Group 2: Automation and AI Initiatives - DoorDash has been working on autonomous delivery solutions, including drones and sidewalk robots, since 2017, facing significant challenges in achieving reliable and scalable delivery [3] - The company is beginning to see commercial progress with successful tests and pilots in the U.S. and Australia, including partnerships with Coco Robotics and Alphabet's Wing [4] - DoorDash develops AI agents for various applications such as customer service, voice ordering, logistics, and merchant support [5] Group 3: Business Evolution - Founded in 2013, DoorDash aims to build a local commerce business rather than just a food delivery service, expanding its offerings beyond food to include groceries, pharmacies, and retail stores [6] - The company debuted on the Fortune 500 list last year, indicating significant growth and market presence [6]

US-based restaurant chain Waffle House has extended its collaboration with DoorDash, enabling all-night delivery across the country from 9pm through to 8am. The initiative allows customers to receive menu items from the 24/7 diner directly at their homes. Select Waffle House locations in Atlanta, Charleston, Cincinnati, Columbus, Nashville, and New Orleans are participating in the 24/7 delivery service via the DoorDash app. Orders can be placed through the Waffle House website or the app, which integrat ...

Core Insights - The Q2 earnings season has shown a significant divergence in fortunes among different companies, with DoorDash being a notable example of a company that was expected to be negatively impacted by weaker restaurant sales but appears to have performed well [1] Company Analysis - DoorDash's performance during the Q2 earnings season contradicts initial expectations regarding its vulnerability to declining restaurant sales, indicating resilience in its business model [1] Industry Trends - The article highlights the broader theme of how macroeconomic factors are influencing the performance of technology companies, with DoorDash serving as a case study for this trend [1]