Sundar says Waymo has delivered 1m home delivers through Walmart and DoorDash. Fun use case for autonomy. $Alphabet - C(GOOG.US)
Source: Gene Munster
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Nikkei - $JD.com(JD.US) E-Commerce Giant CEO warns "Robots Will Replace 700,000 Delivery Workers".
Per FT's earlier piece last month: The 700,000 delivery personnel working for the firm will be replaced by robots, highlighting how rapid automation has become a new threat to China's already severe job market.Liu Qiangdong, revealed that the company has signed contracts with approximately 120 schools to retrain its delivery workers, enabling them to transition into new roles such as robot repair and maintenance..."Beijing has started to track AI’s hit to jobs as a national priority."This follows other corporate strategy reports like $Amazon(AMZN.US), of avoiding 600,000 future hires with robots. But it's very interesting to see the shift in worker roles to robot support. Maybe $Doordash(DASH.US) to $Uber Tech(UBER.US) to $Mercadolibre(MELI.US), we'll all start to see this rollout following China. There's a lot of retail disbelief over humanoid/robotics commercialization. But feels like the direction industry is heading down is pretty clear.
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🚨 Cathie Wood’s ARK Trade Highlights – June 4, 2026
🟢 Bought: $Alibaba(BABA.US) $Meta Platforms(META.US) $Broadcom(AVGO.US) $Coinbase(COIN.US) $Circle(CRCL.US) $X-Energy(XE.US) $Doordash(DASH.US) $Pony AI(PONY.US) $Kodiak Robotics(KDK.US)🔴 Sold: $Archer Aviation(ACHR.US) $Veracyte(VCYT.US) $Teradyne(TER.US) $Baidu(BIDU.US) $AMD(AMD.US)
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Uber adds to its Delivery Hero stake at EUR 12B valuation, now holds 37% - FT - $Uber Tech(UBER.US) $Doordash(DASH.US)
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• $Uber Tech(UBER.US) and $Doordash(DASH.US) are declining despite strong demand for their services.
• $Alphabet(GOOGL.US)'s YouTube revenue may exceed Wall Street expectations, contributing to a 27% stock increase in 2026. • $DexCom(DXCM.US) rose after promising at least 10% annual growth through 2030. • $CRBS stock fell sharply after a successful IPO amid a broader market sell-off. • Taiwan Semiconductor is currently in a strong uptrend. $Taiwan Semiconductor(TSM.US) - D
Circle (Trans): Guidance excludes Arc token presale; to be revised next qtr.
Below is Dolphin Research's Trans of $Circle(CRCL.US) Q1 2026 earnings call. For our take, see 'Circle: Ugly tape, but the No.1 stablecoin play keeps expanding'.
1) Guidance: Full-year 2026 guidance remains unchanged, excluding the future financial impact of the Arc token pre-sale, the Arc incentive program and related revenue. Management plans to provide an updated outlook on the next earnings call.2) Revenue and profit. Total revenue and reserve income were $694 mn...
CircleConference Minutes - G
$Doordash(DASH.US) +11% AH as 2Q gross order value guidance exceeded expectations and 1Q results came in line. This is similar to $Uber Tech(UBER.US) who also guided higher for 2Q gross bookings after posting in-line results for 1Q.
2Q Guidance:- Marketplace gross order value $32.4B - $33.4B vs $32.25 billion est.- Adj Ebitda $770M-$870M vs $830M est.1Q Results:- Marketplace gross order value $31.6B +37% y/y, vs $31.21B est- Rev $4.04B, +33% y/y, vs $4.15B est- EPS 42c vs. 37c est- Adj Ebitda $754M vs $741.4M est- Adj gross margin 51.9% vs. 51.1% est- Orders 933M vs 942.25M est- Free cash flow $420M vs $631.2M estCOMMENTARY AND CONTEXT- We continue to expect Deliveroo to contribute approximately $200 million to our Adjusted EBITDA in 2026"- 2Q EBiTDA guidance included gross cost of the Dasher gas relief program of $50M, funded at least partially by adjusting investments in other areaDASH continues to look compelling at a FY’26 P/E of 33x and FY’26 EV/EBITDA of 19x, vs 5-year forward rev growth of +20% CAGR and 5-year forward EBITDA growth of +25% CAGR.Conf call 430pm ET - H
🚨 Cathie Wood’s ARK Trade Highlights – April 20, 2026
🟢 Bought: $Kratos Defense & Security(KTOS.US) $Doordash(DASH.US) $Amazon(AMZN.US)🔴 Sold: $Twist Bioscience(TWST.US) $Iridium Comm(IRDM.US)Source: Hardik Shah
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I have a take on why Trump did the impromptu DoorDash press conference with a driver today.
It's actually quite obvious why he did it and quite frankly I think it's very, very bullish.So, what have we heard over the past 5 weeks from Trump?"Iran can't have a nuke. We are going through an excursion. We will blow up the country if they don't comply."The past 1.5 months have all been about the Iran War. Every truth social post, media appearance, press conference has all been about this war.Well, it looks like there may be a serious chance at a deal which would end the war based on updates we got today. So, what's the first thing Trump decides to do?Go back to the affordability narrative. The whole point of the DoorDash driver was to show the American Public that the Big Beautiful Bill is working, no tax on tips/overtime is meaningful, and reframe the narrative around how Trump is helping the working class.For the FIRST time in over a month, we got an actual PR moment that had nothing to do with the war. Why is this bullish? Because it might mean that Trump is ready to move on from the war, claim victory, and get back to focusing on the one thing that will make or break the midterms: the economy.IF Trump is able to get a 10-20year ban on Iranian enrichment AND he is able to get oil down, stocks up, jobs up, etc. then come November...his narrative will be: "I not only got you a job and cheap oil and low inflation, but I'm keeping your kid's kids safe from a nuclear Iran."Voters have a very quick memory. Most will forget about this war by November if it ends soon. If it is still continuing...then it's really hard to care about a nuclear Iran if you can't pay rent.Today's moment with that DoorDash driver showed me that it feels like Trump wants to get back to focusing on the economy, which if true, probably would be very bullish for the stock market.Source: amit
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In today’s pre-market summary for Subscribers: Stocks paused after recent gains as yesterday’s Fed minutes revealed surprising caution on further rate cuts, with several officials open to hikes if inflation persists, potentially complicating policy under President Trump and nominee Kevin Warsh. 10yr yields rose, and Brent crude rose above $71/bbl to its highest since July. Precious metals and #btc rallied. $Doordash(DASH.US) +14% on strong 1Q guidance despite soft 4Q. We remain bullish on equities hitting new highs as inflation cools and growth slows although a more hawkish Fed complicates future policy.
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$Doordash(DASH.US) (long position) +12% AH post-market after initially falling -7% on lackluster 4Q revs and earnings but stronger than exp 1Q GOV and # orders.
4Q results:- Gross Order Value $29.7B, +39% y/y, vs $29.1B est- Revs $3.96B, +38% y/y, vs $4.0B est - Adj Ebitda $780M vs $774.8M est- EPS $.48 vs. $.55 est- Adj GM 52.6% vs. 50.6% est- Orders 903M, +32% y/y vs 888M est- Contribution margin 35.5% vs. 34.3% est1Q guidance:- GOV $31.0B - $31.8B vs $30.8B est - Adj EBITDA $675M-$775M vs $800M estCOMMENTARY AND CONTEXT- “Our current expectation for Adj EBITDA in Q1 2026 is impacted by three primary factors: 1) incremental investments in Deliveroo, which drive an expectation for Deliveroo to contribute less than $25 million to our Adjusted EBITDA in Q1 2026 compared to over $45 million in Q4 2025, 2) an estimated $20 million direct impact from severe storms Gianna and Fern in the U.S., and 3) a Q/Q increase in Dasher costs per order” - “For the full year 2026, we expect Adjusted EBITDA as a percent of Marketplace GOV to increase slightly compared to 2025, excluding the impact of Deliveroo in both periods. We continue to expect Deliveroo to contribute approximately $200 million to our Adjusted EBITDA in 2026.”- “As 2026 progresses, we expect Adjusted EBITDA as a percent of Marketplace GOV to increase in Q2 2026 from Q1 2026, but to remain slightly below the level achieved in Q2 2025. We currently expect Adjusted EBITDA as a percentage of Marketplace GOV to increase in Q3 2026 compared to Q2 2026 and for Adjusted EBITDA to be significantly higher in 2H 2026 compared to 1H 2026.” - D
COST (Trans): Confident on inflation; plans to open 30 warehouses annually.
Below is Dolphin Research's full earnings call Trans for $Costco Wholesale(COST.US) FY26 Q1. For our First Take, see 'US Gov. shutdown victim? Is Costco's last leg down?'
1) Key metrics recap. Headline results: net income of $2.001bn and diluted EPS of $4.50.
Excluding tax benefits related to SBC, net income and EPS rose 13.6% YoY. Sales: net sales were $65.98bn (+8.2% YoY), with comps up 6.4%...
CostcoConference Minutes - D
US Gov. Shutdown Casualty? COST's Last Dip?
The global discount retail leader — $Costco Wholesale(COST.US) — reported FY2026 Q1 results for the quarter ended Nov 23 after the U.S. close on Dec 11.
Overall performance was steady, with revenue and OP growth improving and slightly beating estimates.However, key operating metrics — comps/traffic growth and member additions/renewal rates — remained soft.Specifically:1) Same-store growth looks better, but traffic is still weakening.Overall comps rose 6.4% this quarter, an acceleration of 70bps vs. last quarter...
+14CostcoFinancial Analysis - G
$Doordash(DASH.US) (+4% AH) beat 2Q estimates, and gave stronger than expected 3Q guidance. The U.S. restaurant delivery industry continues to consolidate into an oligopoly consisting of DoorDash and UberEats.
2Q:- Marketplace GOV $24.2B vs $23.6B est- Orders 761M vs 749M est- Revs $3.28B vs $3.17B est- Adj EBITDA $655M vs $639M est- EPS $.65 vs $.45 est3Q guidance:- Marketplace GOV $24.2B - $24.7B vs $23.8B est- Adj EBITDA $680M - $780M vs $719M est
