DoorDash, Inc. (NASDAQ:DASH) is one of the best performing NASDAQ stocks according to hedge funds. On September 30, the company introduced a new hardware solution called SmartScale. DoorDash stated that SmartScale is designed to increase order accuracy in restaurant deliveries by combining precise weighing technology with smart predictive analytics. DoorDash (DASH) Introduces SmartScale Device to Improve Order Accuracy The device checks each order’s weight to ensure it matches the expected contents. If t ...

DoorDash, Inc. (DASH), headquartered in San Francisco, California, operates a commerce platform that connects merchants, consumers, and independent contractors. Valued at $113.6 billion by market cap, the company develops technology to connect customers with merchants through an on-demand food delivery application. The food delivery giant is expected to announce its fiscal third-quarter earnings for 2025 after the market closes on Wednesday, Nov. 5. Ahead of the event, analysts expect DASH to report a pro ...

Core Viewpoint - Analysts are warning of a potential correction in the AI-led stock rally, but this does not imply that investors should avoid high-quality AI companies, as corrections can happen quickly and without warning [2]. Group 1: AI and Market Trends - The AI market is experiencing elevated stock valuations, which analysts believe cannot sustain indefinitely, indicating a forthcoming "reckoning" [2]. - Despite the anticipated correction, investors are encouraged to focus on position sizing rather than making binary in-and-out decisions [2]. Group 2: Hedge Fund Interest - Hedge funds are increasingly investing in specific stocks, with research indicating that mimicking top hedge fund picks can lead to market outperformance [5]. Group 3: Company Highlights - **Mosaic Co (NYSE:MOS)**: The company is experiencing a multi-month breakout and expects tight phosphate markets through 2025 due to limited supply and lower inventories [6][7]. - **Advanced Micro Devices Inc (NASDAQ:AMD)**: The company is positioned to improve its market share in AI applications by 2027, despite current reliance on OpenAI for capital spending [8][9]. - **Howmet Aerospace Inc (NYSE:HWM)**: The company reported record financial results in 2024 and continued strong performance in Q1 2025, with significant stock repurchases [10][11]. - **TKO Group Holdings Inc (NYSE:TKO)**: The company is expected to grow EBITDA at a mid-teens rate for 2025, with a focus on renewing UFC media rights, which account for over 15% of revenues [12][14][15]. - **Zoom Communications Inc (NASDAQ:ZM)**: The company is no longer viewed as a growth story, with low single-digit revenue growth and a significant decline in customer growth rates [17][18]. - **DoorDash Inc (NASDAQ:DASH)**: The leading food delivery platform in the U.S. exceeded expectations with a 19% year-over-year growth in orders and a 56% rise in adjusted EBITDA [18][19].

Core Insights - DoorDash and Serve Robotics have entered a multi-year agreement to expand autonomous sidewalk deliveries in the U.S., starting in Los Angeles [1] - The partnership aims to integrate Serve's robots into DoorDash's logistics network, enhancing delivery speed and reducing emissions as order volumes increase [1][4] Company Developments - Serve Robotics has already completed over 100,000 deliveries from more than 2,500 restaurants in cities like Los Angeles, Miami, Dallas, Chicago, and Atlanta [2] - The collaboration allows DoorDash to optimize order fulfillment by matching each order with the most efficient delivery option, whether it be a robot, drone, or human Dasher [3] Strategic Goals - DoorDash's Autonomous Delivery Platform is designed to coordinate various delivery modes, leveraging its logistics infrastructure to commercialize autonomous delivery across different markets [4] - The partnership with Serve Robotics is expected to enhance delivery capacity for merchants and provide consumers with more fulfillment options, thereby improving reliability and reducing last-mile delivery costs [6] Market Reaction - Following the announcement, DoorDash shares fell by 1.4% to $277.10, while Serve Robotics shares surged by 28.01% to $17.60 [6]

Serve Robotics Inc (NASDAQ: SERV) rallied nearly 30% this morning after announcing a multi-year strategic partnership with San Francisco-headquartered DoorDash Inc (NASDAQ: DASH). The agreement will s... ...

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Core Viewpoint - Serve Robotics' stock price increased over 20% to $16.6 following the announcement of a partnership with DoorDash to integrate delivery robots into the DoorDash platform [1] Company Developments - Serve Robotics will collaborate with DoorDash to introduce delivery robots for orders placed through the DoorDash platform [1] - The partnership will initially focus on customers ordering from select stores and restaurants in Los Angeles [1] - There are plans to expand DoorDash's delivery service nationwide using Serve Robotics' technology [1]

智通财经APP获悉，周四，Serve Robotics(SERV.US)股价走高，截至发稿，该股涨超20%，报16.6美 元。消息面上，Serve Robotics将与DoorDash(DASH.US)合作，将送货机器人引入DoorDash平台。Serve Robotics表示，通过DoorDash从洛杉矶部分商店和餐馆下单的客户，可能会通过Serve机器人配送订单， 并补充称计划将DoorDash的配送服务扩展到全美。 ...

周四，Serve Robotics(SERV.US)股价走高，截至发稿，该股涨超20%，报16.6美元。消息面上，Serve Robotics将与DoorDash(DASH.US)合作，将送货机器人引入DoorDash平台。Serve Robotics表示，通过 DoorDash从洛杉矶部分商店和餐馆下单的客户，可能会通过Serve机器人配送订单，并补充称计划将 DoorDash的配送服务扩展到全美。 ...

Key Points Serve Robotics passed 1,000 robots in service earlier this week. Now we know who those robots will be working for: DoorDash. Serve is teaming up with the food delivery giant to help deliver more food. 10 stocks we like better than Serve Robotics › Shares of Serve Robotics (NASDAQ: SERV), which makes autonomous food delivery robots for delivering takeout, surged an astounding 24.5% through 10:10 a.m. ET Thursday. And why? Serve just announced a surprise partnership with food delivery g ...