$DASH

Tech stocks hit records as Nasdaq 100 climbs to 28,706; crude oil falls 3% on Iran Strait deal hopes. Major earnings swings drive individual stocks.

Seven major AI stocks face double-digit post-earnings moves this week, with options markets pricing volatility of 10-15% ahead of results.

Cathie Wood's Ark Invest adds to CoreWeave, Oklo, and DoorDash after recent pullbacks, signaling conviction in AI infrastructure, nuclear energy, and established tech.

Serve Robotics scaled fleet 20x to 2,000 robots while revenue jumped to $25.9M. Stock down 61% from December peak despite growth trajectory.

Serve Robotics surges 11% on strong Q4 results and partnership expansion, but faces heavy cash burn matching revenue with profitability a decade away.

Global cloud kitchen market projected to grow from $41.1B in 2024 to $74.6B by 2030, with delivery platforms like Uber Eats and DoorDash driving expansion through logistics networks.

Global food delivery apps market projected to reach $18.67B by 2032 from $8.64B in 2026, growing at 13.39% annually, driven by technology and merchant partnerships.

Analysis flags Rivian, Snowflake, Lucid, Palantir, DoorDash, Upstart, and Carvana as overvalued despite weak free cash flow generation, signaling potential volatility ahead.

DoorDash gains momentum with analysts targeting 20-40% upside on strong 2026 outlook. Q4 results show 40% revenue growth and 51% net income increase year-over-year.

DoorDash expands beyond restaurants into grocery delivery, now 30% of orders. Company targets profitability in this segment by late 2026.

DoorDash missed quarterly targets but analysts remain bullish, citing strong order value growth and expected margin expansion in H2 2026.

U.S. stocks fell as geopolitical tensions drove investors toward caution. Oil climbed to seven-month highs while energy stocks gained, but broader markets retreated.

Stock futures fall as geopolitical tensions push oil higher, raising inflation concerns. Walmart shares weaken on weak outlook amid Fed uncertainty over rate cuts.

DoorDash stock rose despite missing earnings, buoyed by strong Q1 guidance and 38% revenue growth, defying recent sector weakness.

DoorDash missed Q4 earnings and revenue expectations, reporting $0.48 EPS versus $0.60 consensus. Stock fell 7% in after-hours trading.

Sands Capital invests $10M in ServiceTitan despite 40% stock decline in 2026, viewing the valuation as attractive given 25%+ annual sales growth and market position.

U.S. equity futures rally as investors await Fed January minutes and economic data. Mixed earnings reports offset by individual stock movers and inflation signals ahead.

Uber targets €1B delivery revenue, expanding to seven European markets and acquiring Getir's Turkish operations to strengthen its continental food delivery footprint.

Barrier Capital acquires $10M stake in real estate tech firm Compass, citing strong 24% revenue growth and attractive valuation metrics.