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Stock impact report

DoorDash (DASH) Outlook Tempered by Concerns Over Investment Costs and AI Disruption [Yahoo! Finance]

DoorDash, Inc. (DASH) 
Company Research Source: Yahoo! Finance
Jefferies recommends a selective stance on Internet stocks for 2026. Key headwinds include rising investment costs that threaten profitability and concerns that AI will cut out traditional middlemen, potentially limiting how high stock prices can climb relative to earnings. In other news, on December 17, DoorDash and OpenAI launched a new integration that allows users to shop for groceries directly within ChatGPT. By linking their DoorDash accounts in the Apps section of their settings, customers can convert AI-generated recipe ideas and meal plans into shoppable grocery lists from national retailers, as well as regional favorites, with delivery available in as little as an hour. Currently live for select users with a full rollout across iOS, Android, and web platforms expected in the coming weeks, the partnership aims to provide a seamless inspiration-to-delivery experience that saves consumers time while helping local merchants capture real-time demand. Earlier on November 19, J Show less Read more
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