Benzinga·Apr 17·Caroline RyanAmazon's $11.6B Globalstar Bet Signals Satellite Internet ShowdownAmazon acquires Globalstar for $11.6B to expand satellite internet; Instacart buys Instaleap; QVC files bankruptcy with $5B debt. AMZNLLYCARTGSATQVCGB+1acquisitionsM&A
The Motley Fool·Apr 7·Motley Fool StaffAckman Sees 'Stupidly Cheap' Valuations in Quality Stocks Amid AI DisruptionBillionaire Bill Ackman identifies high-quality stocks as "stupidly cheap," citing opportunities in Fannie Mae, Freddie Mac, Lululemon, Microsoft, and Alphabet amid AI disruption concerns. MSFTGOOGGOOGLUBERFNMA+5value investingstock valuations
The Motley Fool·Apr 3·Eric VolkmanAvis Stock Rebounds on Analyst Upgrade Despite Offering Dilution ConcernsAvis Budget Group stock plunged Monday on a secondary offering announcement, then rallied Tuesday after an analyst upgrade citing AI-driven growth potential. Fundamental challenges persist. EXPECARTCARsecondary offeringartificial intelligence
The Motley Fool·Mar 7·Eric TrieGoodnow Investment Group Doubles Down on Instacart Amid Digital Shelf Space Gold RushGoodnow Investment Group expanded Instacart stake by 131,723 shares to $61.98M, reflecting confidence in the grocery platform's advertising-driven profitability model. WGDDYCVNAEXPECART+1advertising revenuedigital advertising
The Motley Fool·Mar 6·Robert IzquierdoInstacart Director's Stock Sale Signals Routine Liquidity Move Amid Valuation ResetInstacart director Lily Sarafan sold $128K of shares while maintaining substantial holdings. Stock down 25% annually despite 11% revenue growth; analysts see potential opportunity near 52-week lows. CARTstock valuationdirector stock sale
The Motley Fool·Feb 20·Timothy GreenDoorDash Eyes Profitability in Grocery Expansion as Non-Restaurant Orders SurgeDoorDash expands beyond restaurants into grocery delivery, now 30% of orders. Company targets profitability in this segment by late 2026. AMZNDASHCARTthird-party marketplaceunit economics