Core Insights - TKO Group Holdings and DoorDash have announced an official partnership to enhance fan engagement across WWE and UFC, integrating custom experiences and content [1][2][3] Partnership Details - DoorDash will have a significant presence during major WWE and UFC events, utilizing social media and digital platforms to create original content featuring WWE Superstars and UFC athletes [2][3] - The partnership aims to connect families and fight fans to the entertainment offered by WWE and UFC, with DoorDash focusing on delivering unique fan experiences [3] Audience Reach - WWE and UFC collectively serve over one billion fans across more than 210 countries, with 49% of their audience in the young adult demographic (ages 18-34) and nearly 40% of fans being female [4] Engagement Opportunities - DoorDash will be a Presenting Partner for a future WWE Premium Live Event and a 2026 UFC numbered event, featuring branded touchpoints from promotional activities to in-broadcast integration [5][6] - UFC will allow DoorDash to integrate its talent into marketing efforts, providing a platform for UFC athletes to act as brand ambassadors [6] Company Background - TKO Group Holdings owns iconic properties including UFC and WWE, reaching a global audience and organizing over 500 live events annually, attracting more than three million fans [7] - WWE is recognized as a leader in sports entertainment, delivering original content year-round to a vast audience [8] - UFC is the premier mixed martial arts organization, producing over 40 live events each year and reaching approximately 950 million households globally [9] - DoorDash is a leading local commerce platform, expanding its presence internationally and connecting consumers with local businesses [10]

Uber will offer sidewalk robot deliveries in Europe for the first time through a new partnership with Starship Technologies, starting with parts of the UK in December https://t.co/PAkCVbsa1O ...

Market Overview - Real estate and small-cap sectors are under pressure due to higher financing costs, while retail and tech sectors are attracting attention due to steady consumer demand [1][17] - The Nasdaq Composite ended last week lower, while the S&P 500 and Dow experienced slight gains despite sharp pullbacks [8][18] Company Performance - Bloom Energy surged 8.05% driven by increased demand for clean energy systems [2] - DoorDash climbed 6.02% after expanding retail delivery partnerships and advancing autonomous delivery projects [2] - Vertiv Holdings gained 4.48% following a 67% dividend hike, indicating strong cash flows [2] - Rivian fell 7.81% despite an analyst price-target boost, while Futu Holdings dropped 7.74% amid post-earnings volatility [2] - Nebius Group slipped 5.74% after launching a follow-on equity offering, raising dilution concerns [2] Earnings Reports - Home Depot's Q3 report is anticipated to reveal household spending strength and home-improvement demand elasticity under higher rates [3][4] - NVIDIA's Q3 earnings are crucial for assessing AI infrastructure spending and broader semiconductor optimism [3][10] - TJX Companies' Q3 results are expected to show whether discount retailers are benefiting from cautious shoppers [4] - Palo Alto Networks' fiscal Q1 earnings are being monitored for insights on cybersecurity deal activity and enterprise spending durability [6] Consumer Insights - Investors are looking forward to consumer insights from Walmart's report, along with numbers from Home Depot, Target, Lowe's, and Gap throughout the week [11] Cryptocurrency Market - Bitcoin has seen a significant decline, dropping nearly 30% from a record above $126,000 to below $94,000, reflecting reduced appetite for high-risk assets [12] International Market Impact - Japanese retail stocks faced a sell-off due to a new advisory from Beijing warning citizens against travel to Japan, impacting companies like Shiseido and Isetan Mitsukoshi [13] Oil Market - Oil prices fell as operations resumed at Russia's Novorossiysk port, with Brent crude dropping below $64 and WTI approaching $59 [15]

Core Viewpoint - United Parcel Service (UPS) is undergoing a turnaround effort, showing early signs of improvement, making it an attractive investment opportunity despite its current challenges [1][8]. Group 1: Market Sentiment - UPS is currently viewed negatively by investors, with shares down over 50% from their peak in early 2022 due to a return to normal demand after the pandemic [2][10]. - The company has established a robust infrastructure for package delivery, which is difficult to replicate, indicating long-term value despite current market pessimism [4][5]. Group 2: Valuation Metrics - UPS's price-to-sales ratio is approximately 0.9x, significantly lower than its five-year average of 1.4x, suggesting the stock is undervalued [6]. - The price-to-earnings ratio is just under 15x, compared to a longer-term average of around 18x, further indicating a potential buying opportunity [6]. - The price-to-book value ratio stands at 5.1x, well below its five-year average of 8.5x, reinforcing the notion of attractive pricing [6][7]. Group 3: Operational Improvements - UPS management has recognized inefficiencies and is implementing a comprehensive overhaul, including exiting unprofitable business lines and investing in technology [10][11]. - Early results show positive trends, with revenue per piece in the U.S. market increasing by 5.5% in Q2 2025 and 9.8% in Q3 2025, indicating that management's efforts are beginning to yield results [11][12].

Economic Data Release - The Bureau of Labor Statistics (BLS) will release September's nonfarm payrolls data on Thursday at 8:30 a.m. Eastern Time, following the 42-day government shutdown [1] - The shutdown was the longest in U.S. history, beginning on October 1 and ending with a bipartisan Senate deal that approved funding through January 30 [1] Labor Market Indicators - The Labor Department did not release its weekly unemployment benefits report for seven weeks, complicating the understanding of the labor market [2] - The jobless claims report is considered an early indicator of labor market trends [2] Inflation Data - September's Consumer Price Index (CPI) showed a headline inflation rate of 3.0%, slightly below the forecast of 3.1%, and core inflation also at 3.0%, down from 3.1% [4] - Monthly core inflation was reported at 0.2%, which was below expectations [4] Job Market Concerns - Major employers like Amazon, UPS, and Intel announced significant job cuts, contributing to concerns about the job market [4] - Carlyle Group data indicated only 17,000 jobs were created in September, significantly below the forecast of 54,000, marking the weakest hiring since the 2020 recession [5] Political Reactions - Senator Elizabeth Warren criticized the Federal Reserve for lacking data and accused the Trump administration of withholding September jobs data [5] - The absence of official BLS figures has led to increased political pressure regarding the delayed economic data [5]

Key Points - DoorDash (DASH) shares surged 6% after announcing a partnership with Old Navy, marking a significant expansion into on-demand apparel delivery beyond its core restaurant delivery business [3][7] - Bristol-Myers Squibb (BMY) stock fell 4.1% following the discontinuation of a late-stage clinical trial for the heart treatment milvexian, impacting investor sentiment [6][7] - Micron Technology (MU) was named a "top pick" by Morgan Stanley, with a price target increase, as demand for memory chips, particularly for AI data centers, surged, leading to a 4.2% gain in its shares [4] - Warner Bros. Discovery (WBD) shares rose 4% amid reports of potential acquisition offers from Paramount Skydance, Comcast, and Netflix, while Netflix's shares dropped 3.6% ahead of a 10-for-1 stock split [5]

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Nvidia - Nvidia has experienced a pullback of over 4%, trading around 28 times forward earnings, which is considered attractive given its growth expectations of over 35% year-over-year for both EPS and revenue [2][5][6] - The stock is currently at the 50-day moving average, indicating it is oversold and in correction territory, presenting a buying opportunity for long-term investors [4][6] - A suggested trade involves selling December 180 put options, which could yield a discount of nearly 5% on the stock purchase, effectively lowering the ownership price to just over $171 [8][9] FedEx - FedEx has seen a significant increase of over 17% in the last month, following a breakout from a range-bound trading pattern and strong earnings reports [10][11] - The stock is trading at approximately 14 to 14.5 times forward earnings, which is about a 25% discount compared to its peers, despite having similar growth and profitability metrics [14] - FedEx is expected to achieve over $2 billion in efficiencies through logistics integration, contributing to its positive performance and investor confidence [15][17] - A recommended trade strategy is to sell a December 270/250 put spread, which offers a favorable risk-to-reward ratio of about 1.5 to 1, allowing for profitability even if the stock consolidates after its recent gains [20][22][23]

Exclusive: Robinhood is teaming with mobile app Gopuff to provide customers home delivery of their cash https://t.co/498GZnxp48 ...

Robinhood Markets (HOOD) is teaming up with delivery startup Gopuff to let customers withdraw cash from their brokerage accounts and have it delivered to their doorstep, according to a media report on Thursday. The delivery fee on the new service ...