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]

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]