Company Overview - Swiggy is a leading Indian food-delivery and quick-commerce company, operating in over 700 cities with hundreds of thousands of drivers and serving over 100 million customers [1] - The company focuses on speed, selection, and price to meet customer needs [1] Quick-Commerce Platform (Instamart) - Instamart offers grocery and home essentials from over 1,000 dark stores with a delivery target of 10 minutes [2] - Achieving 10-minute delivery requires significant data analysis of traffic signals and rider locations [3] Data Processing & Efficiency - Previously, data processing from various sources took several hours [3] - Microsoft Fabric with Real-Time Intelligence (RTI) has reduced data latency from minutes to seconds and query running time from hours to minutes [4] Operational Improvements - Fabric RTI helps track millions of orders per day to provide accurate order status [4] - Improved demand prediction and inventory management at dark stores lead to better customer satisfaction [5] Customer Impact - Faster delivery times (8-10 minutes) are crucial for customers' daily planning [5] - The service allows customers to save time and focus on other activities [6]

Core Insights - Uber is expanding its grocery and alcohol retail partnerships with new regional additions, including Stater Bros. Markets, Kowalski's Markets, and Big Red Liquors, enhancing its local offerings across the U.S. [1][4] Group 1: New Partnerships - The new partnerships will allow customers in Southern California, Minnesota, and the Midwest to access more regional favorites through the Uber and Uber Eats apps [2][4] - Stater Bros. is recognized for its high-quality meats and produce, Kowalski's for its gourmet selections, and Big Red for its local wines and craft spirits, catering to holiday hosting needs [3][4] Group 2: Growth in Retail Business - 2025 has been a significant year for Uber's grocery and retail business, with over 1,000 new retailers added globally and more than 50,000 retail locations across the U.S. [4][5] - The expansion includes well-known national brands alongside regional partners, emphasizing the importance of local brands in community identity [5][4] Group 3: Customer Experience - Uber One members benefit from $0 Delivery Fees on eligible grocery and retail orders, enhancing the shopping experience [3][4] - The process for customers includes selecting local stores, adding items to the cart, and tracking orders in real-time [7]

Core Viewpoint - VanEck is launching the VanEck Degen Economy ETF, which will track companies involved in digital trading, gig work, betting, and casinos, marking a significant shift in investment focus towards "degen" culture [2][4]. Group 1: ETF Details - The VanEck Degen Economy ETF will convert from the existing Gaming ETF and is set to launch in April 2026 [2]. - To qualify for inclusion in the ETF, companies must derive at least 50% of their revenue from sectors related to digital trading, gig work, and gambling [2][5]. Group 2: Market Context - The "degen economy" has gained traction post-COVID, reflecting a shift in consumer behavior towards mobile-first finance and digital platforms [4][7]. - The ETF aims to capture fast-growing sectors such as exchanges, neobanks, sports betting, and gig markets, which are among the highest-growth segments in the modern economy [7]. Group 3: Cultural Significance - The Degen Economy ETF integrates a cultural narrative into regulated finance, making it an easily understandable investment thesis for a broad audience [7].

分组1 - Colette Kress, CFO of Nvidia, indicated that geopolitical issues and competition in China are impacting the company's data center revenue outlook, with no revenue from China assumed in Q4 [1][6] - Nvidia's inventory increased by 32% and supply commitments rose by 63% sequentially, positioning for demand outside of China [1] - The U.S. government will receive a 25% revenue cut from Nvidia's H200 AI chip sales to approved customers in China, as announced by President Trump [5] 分组2 - Michelle Chang of Zoom emphasized a shift towards an AI-first strategy, focusing on enhancing workplace collaboration and developing new AI products [2] - Zoom's free cash flow margin reached 50%, aided by one-time improvements, but sustained progress is uncertain [3] - Enterprise net dollar expansion remains at 98%, with a goal to exceed 100% in the future [3] 分组3 - Virgin Galactic reported only $400,000 in revenue but is transitioning to a scalable operating model, with operating expenses down to $67 million [7][8] - The company aims for approximately $450 million in annual revenue and $100 million in adjusted EBITDA from two ships flying 125 missions a year [8] - Engineering milestones, such as a new oxidizer tank, are expected to enhance operational efficiency and reduce downtime [8] 分组4 - Bark's CFO highlighted a shift towards higher-value customers and improved retention, with marketing costs decreasing due to lower acquisition costs [9][10] - The company plans to increase margins through sourcing changes and a price increase in 2026 [10] 分组5 - Warner Bros. Discovery's CFO noted a strategic shift away from costly NBA rights to a standalone sports streaming app, expecting significant financial benefits [11][12] - HBO Max is projected to generate over $1.3 billion in EBITDA this year, with a target of 150 million streaming subscribers by 2026 [12] 分组6 - Texas Roadhouse is preparing for approximately 7% commodity inflation in 2026, with labor inflation expected to be around 3% to 4% [13][14] - The company plans to invest approximately $400 million in capital expenditures in 2026, focusing on new units and franchise acquisitions [14][15] 分组7 - DoorDash's CFO indicated that 2026 will be a year of heavy reinvestment while still achieving modest margin expansion [16][17] - The acquisition of Deliveroo is performing well, contributing approximately $200 million to EBITDA, with growth exceeding expectations [18] 分组8 - Vertex Pharmaceuticals is prioritizing capital investment in innovation and expansion, particularly in its kidney portfolio [19][20] - The company is focused on building a durable pain franchise while managing operating expenses and external uncertainties [20]

Group 1: Investment and Fundraising - Global investors, including Singapore's Temasek Holdings and Capital Group, are bidding to buy shares in Swiggy Ltd as the company seeks fresh funds a year after its market debut [1] - India's top asset managers, such as SBI Funds Management, ICICI Prudential, and HDFC Asset Management, participated in the $1.1 billion offering, alongside global investors like Fidelity Investments, BlackRock, and Nomura [2] - The share bids are clustered around ₹375 ($4.2) per share, representing a 6.8% discount to Swiggy's last closing price of ₹371 [3] Group 2: Market Context and Competition - The fundraising highlights the rapid expansion of the Indian e-commerce market amid increasing demand, with grocery delivery firms prioritizing growth over margins [4] - Swiggy's stock has declined 25% this year, contrasting with a 9% gain in the benchmark NSE Nifty 50 Index, indicating competitive pressures in the market [4] - Local players are competing against Amazon and Walmart-backed Flipkart to establish extensive networks of neighborhood warehouses and ultra-fast delivery fleets [5] Group 3: Use of Proceeds - In the share sale, Swiggy offered approximately 269.5 million shares, with proceeds intended for expanding and operating its network, including dark stores and warehouses [6] - Swiggy plans to invest in technology and cloud infrastructure, as well as pursue growth opportunities through potential acquisitions [6]

Welcome back to Squawkbox. Five things to know ahead of the opening bell. The price for Warner Brothers Discovery, it could head higher.Bloomberg now reporting that both Netflix and Paramount Sky Dance have signaled they have the ability to raise their bids for the media giant. Separately, longtime media investor Mario Gabell telling Bloomberg he'll likely tender his clients. Warner Brothers Discovery Shares to Paramount in an effort to spark a bidding war for Warner.Meanwhile, computer memory maker Nvidia ...

Core Insights - The fundraising effort by Swiggy highlights the rapid expansion of the Indian e-commerce market driven by increasing demand for grocery delivery services [2] - Swiggy's stock has experienced a significant decline of 25% this year, contrasting with a 9% gain in the benchmark NSE Nifty 50 Index, indicating challenges in the competitive landscape [2] Company Overview - Swiggy, backed by Prosus, is conducting a share sale offering approximately 269.5 million shares, with proceeds aimed at expanding its network, including dark stores and warehouses [6] - The indicative price for the shares is set at 371 rupees, with most bids clustering around 375 rupees, reflecting a 6.8% discount to Swiggy's last closing price [1][6] - The company plans to invest in technology and cloud infrastructure, as well as pursue growth opportunities through potential acquisitions [6] Industry Context - Local grocery delivery firms are prioritizing growth over margins to capture market share amid an intensifying price war, which is impacting their stock performance [2][5] - Competitors such as Amazon and Walmart-backed Flipkart are also racing to establish extensive networks of neighborhood warehouses and ultra-fast delivery capabilities [5]

Indian food delivery company Swiggy is seeking fresh funds a year after its market debut https://t.co/INeP8DrnT0 ...

As Peter Lynch once said, insiders might sell their shares for many reasons… but there is typically only one reason an insider buys: ➡️ They believe the stock is undervalued. More News from Barchart And the bigger the insider buy, the higher the conviction. That’s exactly how DoorDash (DASH) stock ended up making its debut in the latest Market on Close livestream, when insider Alfred Lin – a longtime director at DASH who’s also a former Zappos exec and a current partner at Sequoia Capital – made a whale ...

Core Insights - The American economy is showing resilience as families, workers, and local businesses adapt in 2025, according to DoorDash's first-ever State of Local Commerce report [1] Group 1: Economic Trends - Grocery prices are easing, with DoorDash's Breakfast Basics Index showing a 14 percent decrease from March to September 2025 [3] - The cost of everyday essentials like diapers and toilet paper remained steady during the same period [3] - Families in cities like Lincoln, Milwaukee, and Detroit can stretch their dollars further, with the DoorDash Cheeseburger Index indicating that their purchasing power is twice that of other major metros [3] Group 2: Local Business Resilience - 93 percent of local restaurants active on DoorDash in September 2025 are still operational, highlighting the resilience of neighborhood businesses [4] - New restaurant activity has increased by 18 percent since last September, with cities like Laredo, Milwaukee, and Saint Paul experiencing the highest growth [4] Group 3: Urban Recovery - Weekday lunch orders in business districts, a key indicator of in-office work, have risen in over 50 percent of cities, with a nationwide increase of 2.5 percent [6] - Cities such as San Francisco, Chandler, and Austin are leading this resurgence, with growth rates six times higher than the national average [6] Group 4: Flexible Work Trends - The number of individuals participating in flexible work has significantly increased, with the ratio rising from fewer than one in 200 in 2019 to about one in 15 [7] - Half of the Dashers balance other jobs across various industries, and most work fewer than four hours per week delivering [7] Group 5: Family Relocation Patterns - Families are increasingly moving to mid-sized and more affordable cities like Lubbock, Gilbert, and El Paso, where they can achieve a better quality of life and stretch their paychecks further [8]