CART

DoorDash is in talks to acquire Instacart for approximately $17 billion to expand into grocery delivery and compete with Walmart and Amazon. Meta is raising $35 billion through a stock sale to fund its massive AI infrastructure investments, with Nvidia investing $3 billion in the offering.

Brazilian political uncertainty caused selloffs in MercadoLibre and Nu Holdings due to concerns about government spending and currency weakness. Several major companies report earnings this week including Visa, Enphase Energy, and NXP Semiconductors.

Maplebear Inc. (Instacart) is drawing attention from options traders due to high implied volatility on its October 2026 $25 put options, suggesting expectations of significant price movement. However, the company holds a Zacks Rank #3 (Hold) rating with mixed analyst sentiment—three analysts raised earnings estimates while five lowered them over the past 60 days, resulting in a slight downward revision of consensus estimates.