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mergers and acquisitionsDoorDashInstacartretail
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Related tickers and likely impact
AMZN
• NeutralAmazon
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Broadline Retail |
| Market cap | $2.7T |
| Close on 10/26/2026 | 249.01 |
| Change that session | +0.41% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- DoorDash in advanced talks to acquire Instacart: WSJ
The Wall Street Journal reports that DoorDash is in advanced talks to acquire Instacart, which is valued at $17 billion, in a deal that could be completed in the coming week.
- DoorDash in advanced talks to acquire Instacart, WSJ reports
The Wall Street Journal reports DoorDash is in advanced talks to acquire Instacart, possibly with a deal as soon as this week, though the talks could still fall apart. Instacart shares rose 4% on Monday after a 9% gain on Friday, while DoorDash shares fell 5%. The deal could value Instacart at around $17 billion, a substantial premium to its pre-report value of about $12 billion. Instacart has faced slowing growth since its 2023 IPO amid competition from DoorDash, Uber and Amazon, and a combination could face significant antitrust scrutiny given the overlapping businesses. The two companies held acquisition talks in 2021 at a reported valuation of $40 billion to $50 billion, which collapsed partly over regulatory concerns.
- An Instacart Sale Could Make Sense. Here’s Why.
- Instacart Is Pursuing a Sale, Report Says. Here's What Makes It Enticing.
- Is UBER Stock Worth Betting on Now, Riding on Its Expansion Drive?
Uber Technologies is widening its business beyond ride-hailing into food delivery and freight, relying on acquisitions, international growth and partnerships. It agreed to buy ezCater, a U.S. catering and workplace-meals platform, in an all-cash deal valued at $2.3 billion to strengthen Uber Eats in large-order catering and Uber for Business. The deal is expected to close in the coming months, subject to regulatory approvals, and Uber expects it to be margin accretive. The move could challenge DoorDash, which expanded its own workplace catering offerings in April 2026 after large team orders grew 30% faster than regular orders. In autonomous mobility, Uber works through partners: it launched supervised rides with Wayve in London, and with WeRide and AVOMO it secured Spain's first national Level 4 permit for a Madrid rollout starting with 20 vehicles, while its Zoox alliance targets Los Angeles next year.
- From Charles Schwab to DoorDash: Why these bargain stocks could lead the market higher
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Latest news
- Anthropic Just Filed to Go Public. Should You Buy the Stock?
Anthropic publicly filed its S-1 on Monday and is set to list next month, earning revenue from subscriptions and usage-based token fees, with its Claude Code platform cited as the key driver of growth. The filing's risk section runs more than 90 pages, ranging from the potential to 'destabilize the geopolitical order' to technology exceeding the ability of 'humans to understand and control.' Revenue reached $16.3 billion in the first half of 2026, about 14 times the same period a year earlier and three and a half times its full-year 2025 revenue. The $80.7 billion first-half net loss includes a non-cash accounting charge of $72.4 billion; excluding it, the net loss is $8.3 billion, the operating loss narrowed from $2.1 billion to $693 million, and Q2 posted a $974 million operating profit. The author says he will pass on the IPO, citing concerns that Anthropic may lack a durable moat as AI models become commodities, pressuring prices while the company keeps spending heavily on its next model.
- FireFly makes another significant high-grade copper-gold VMS discovery
FireFly Metals (ASX, TSX: FFM) reported a new copper-gold VMS system at the Mount Joy prospect within its Green Bay project in Newfoundland, Canada, near the historic Tilt Cove district. Hole FFR26-071 intersected 22.5m at 2.5% CuEq from 109m, including 9.0m at 3.9% CuEq, while follow-up hole FFR26-076 hit about 40m of semi-massive sulphides, with assays pending. Mount Joy lies about 35km from the Ming Mine and 2.6km from the Nugget Pond mill, which is on care and maintenance. The company plans an updated Mineral Resource Estimate and Feasibility Study next quarter, ahead of a Final Investment Decision expected in mid-2027, and had about A$368 million in cash and liquid investments as at 31 July 2026 (unaudited).
- Why Range Resources Stock Surged Today
Range Resources shares jumped nearly 18% on Monday after the natural gas producer agreed to be acquired by EQT in an all-stock deal valuing the combined company at more than $50 billion. The merged company would have over 9 billion cubic feet equivalent per day of net production, three decades of inventory, 3 million net acres of gas-rich land and 3,700 miles of midstream infrastructure. EQT expects $325 million in annual cost savings to lower its free cash flow breakeven price to under $2 per MMBtu, and the combined company expects roughly $20 billion of total free cash flow over the next half-decade. Each Range share would convert into 0.987 EQT shares, Range CEO Dennis Degner will join EQT's board, and the deal is expected to close in the first quarter of 2027, subject to shareholder and regulatory approval.
- Berkshire Hathaway: Is the Stock Still a Safe Buy Without Warren Buffett?
Greg Abel took over as CEO of Berkshire Hathaway this year, replacing Warren Buffett, and the stock has risen around 9% so far this year. Buffett stepped down as chairman last month, with his son Howard taking the role to guard the company's values and culture, while Abel runs the business and Buffett is expected to be far less involved. The author flags uncertainty because Abel has no prior experience managing a portfolio the size of Berkshire's, and notes the company has added to its Alphabet stake and taken a stake in serial acquirer Bending Spoons, which could raise risk and volatility. He says the portfolio may look far different over the next few years, so he is taking a wait-and-see approach for now.
- S&P 500, Nasdaq, Dow Begin Week Higher As Anthropic IPO Filing Rekindles AI Enthusiasm — MSFT, AAPL, CART, VZ In Focus
U.S. stock indices closed higher on Monday after Anthropic filed for an IPO, lifting investor optimism about AI, while markets await quarterly results from major tech firms and the Federal Reserve's October policy decision. The S&P 500 rose 0.7%, the Nasdaq 100 gained 1.1%, the Dow Jones Industrial Average added 0.3%, and the Russell 2000 rose 0.4%. The filing showed more than 1,900 customers paid Anthropic at least $1 million over the past year, nearly double the April tally; according to The Wall Street Journal, the company is targeting a November listing under the symbol ANT, possibly raising $100 billion or more at a valuation of $1.5 trillion to $2 trillion. Brent fell 0.8% to $115.81 a barrel and WTI slid 1.7% to $101.57. Per Bloomberg, Microsoft is extending voluntary buyout offers to about 60,000 employees, and Instacart (CART) shares jumped 8% on reports that DoorDash is in talks to acquire it at a $17 billion valuation.
- Why Nu Holdings Stock Got Crushed on Monday
Nu Holdings shares fell 16.95% on Monday, in line with other Brazilian equities, as investors reacted to Sunday's presidential runoff rather than to company news. Leftist incumbent Luiz Inácio Lula da Silva won and will govern for another four years, and investors worry he will continue direct intervention in strategic enterprises amid a struggling economy and a depreciating Brazilian real. The author says the main risks for Nu are Brazilian consumer strength, borrowers, interest rates and economic development rather than direct intervention, and that Monday's sell-off looks like an unsustainable panic reaction. He argues Nu has grown large enough to weather a slump.
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