The note’s co-author suggests AI apps could transact directly with restaurants at about 7% take rates, versus DoorDash’s roughly 25% blended cut, and separately auction delivery to drivers, compressing platform margins.
The DOJ said that the settlement seeks to resolve allegations that CarMax illegally repossessed motor vehicles owned by members of the military without obtaining court orders.
In a market environment where consumer discretionary spending has become a battlefield of shifting loyalties, Domino’s Pizza (NYSE: DPZ) has emerged as the clear victor. On February 23, 2026, the pizza giant reported a stellar fourth-quarter earnings beat for the fiscal year 2025, headlined by a robust 3.7%
ANN ARBOR, MI – In a powerful display of consumer resilience and operational efficiency, Domino’s Pizza, Inc. (NYSE: DPZ) reported fourth-quarter 2025 financial results this morning that comfortably cleared Wall Street’s expectations for revenue and domestic growth. The pizza giant’s performance was bolstered by a resurgent U.S.
SAN FRANCISCO — February 23, 2026 — OpenAI has officially moved from providing the world’s most popular large language models to becoming the central nervous system of global business. In a series of landmark multi-year agreements announced today, the AI powerhouse unveiled the "Frontier Alliances"—a strategic partnership with Accenture, Boston
A new note from Citrini Research imagines a 2028 scenario where AI-driven cuts at Salesforce push former $180,000 earners into $45,000 gig work on Uber, triggering broader wage compression and weaker consumer spending.
When IPO calendars fill and enthusiasm peaks, remember this: an IPO is a liquidity event for insiders, not a gift to retail, and history shows late buyers usually fund the exit.
PHOENIX, AZ — February 20, 2026 — Shares of Opendoor Technologies Inc. (NASDAQ: OPEN) surged more than 18% in early trading today, as investors rallied behind a fourth-quarter earnings report that showcased a dramatic transformation of the company’s core business model. After years of navigating a volatile and often hostile housing
SAN FRANCISCO – DoorDash, Inc. (NASDAQ:DASH) reported a landmark conclusion to its 2025 fiscal year, posting record revenue and its most significant move toward sustained GAAP profitability to date. However, the market’s focus has rapidly shifted from last year’s triumphs to the company’s 2026 "investment-heavy" strategy. While
Block (NYSE: XYZ) ticked up in Friday premarket on its expanded seller partner ecosystem ahead of Feb. 26 earnings, though the stock's momentum remains weak versus the tech sector.
In a significant show of confidence for the leader of the U.S. food delivery market, Deutsche Bank (NYSE: DB) has reiterated its "Buy" rating on DoorDash, Inc. (NASDAQ: DASH), following a robust fourth-quarter earnings report that analysts are labeling a "clearing event" for the stock. The reiteration comes as
