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Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly is experiencing extreme volatility and a sharp sell-off following quarterly earnings that investors are viewing as a 'sell the news' event despite reported growth. The community is actively debating whether the stock is a deep-value buying opportunity or if the current momentum suggests a continued slide, with many traders questioning why the market reaction has been so severe given the company's raised guidance.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is experiencing intense community focus ahead of its quarterly earnings release, with investors closely watching for updates on its Neutron rocket program, defense contract conversions, and revenue growth. Sentiment remains bullish, as market participants look past recent volatility, citing the company's expanding backlog and position as a key strategic partner in the growing space defense and satellite infrastructure sectors.

Atara Biotherapeutics, Inc. is an allogeneic T-cell immunotherapy company, which engages in the development of transformative therapies for patients with serious diseases including solid tumors, hematologic cancers, and autoimmune diseases. It also delivers off-the-shelf treatments to patients with high unmet medical need. Its product pipeline includes Tab-cel, ATA188, ATA2271/ATA3271, and ATA3219. The company was founded by Isaac E. Ciechanover on August 22, 2012 and is headquartered in Thousand Oaks, CA.

Atara Biotherapeutics Inc

Atara Biotherapeutics is trending as investors react to a significant regulatory update regarding tabelecleucel, with community discourse divided between optimism over the path to FDA approval and skepticism regarding the company's financial stability and dilution risks. Traders are closely monitoring the stock's volatility and institutional activity, while debating whether the current price action reflects a true recovery or potential downside volatility.

Pagaya Technologies Ltd. engages in the development of AI and data networks for the financial industry. Its product deploys data science, machine learning and AI technology to evaluate the customers' applications in real time. The company was founded by Gal Krubiner, Sanjiv Das, Yahav Yulzari, and Avital Pardo on March 20, 2016 and is headquartered in New York, NY.

Pagaya Technologies Ltd - Ordinary Shares - Class A

Pagaya Technologies Ltd

Pagaya Technologies is currently trending as investors weigh strong profitability and recent AAA-rated funding successes against market volatility and geopolitical concerns affecting the fintech sector. While the community is actively debating the stock's long-term valuation potential and the impact of the ongoing leadership transition, sentiment remains divided between those betting on an institutional re-rating and short-term traders reacting to intense short interest.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is currently the focus of investor attention as it faces high-stakes earnings after a round of workforce reductions and ongoing debate surrounding the Clarity Act. Market participants are actively weighing concerns about the company's cost structure and competitive positioning against bullish sentiment regarding institutional adoption and its evolving role in financial infrastructure.

Fluence Energy, Inc. engages in energy storage products and services, and artificial intelligence-enabled digital applications for renewables and storage. Its storage includes Smartstack, Gridstack Pro, Grisdtack, and Ultrastack. The company was founded on June 21, 2021, and is headquartered in Arlington, VA.

Fluence Energy Inc - Ordinary Shares - Class A

Fluence Energy is experiencing significant volatility as investors weigh strong revenue growth and a record backlog against concerns regarding tightening profit margins and ongoing cash flow challenges. The community is actively debating the company's position as a key infrastructure provider for AI data centers versus its persistent struggle to achieve consistent bottom-line profitability.

Dutch Bros, Inc. engages in operating and franchising drive-thru shops that focus on handcrafted beverages. It operates through the Company-Operated Shops, and Franchising and Other segments. The Company-Operated Shops segment consists of coffee shop sales to customers. The Franchising and Other segment is involved in bean and product sales to franchisees and includes the initial franchise fees, royalties, and marketing fees. The company was founded by Travis Boersma and Dane Boersma in 1992 and is headquartered in Tempe, AZ.

Dutch Bros Inc - Ordinary Shares - Class A

Dutch Bros Inc

Dutch Bros is facing intense volatility following its recent earnings report, as investors weigh impressive revenue growth and aggressive expansion plans against concerns over margin compression and a potential slowdown in historical growth rates. The community remains sharply divided, with bulls viewing the pullback as a prime accumulation opportunity for a high-growth brand, while bears argue that the valuation remains too steep relative to the cooling consumer environment.

Agilon Health, Inc. engages in the provision of healthcare services. It also provides capital, data, payor relationships, executive experience, and contract support that allow physician groups to take on the risk of total care for their patients. The company was founded by Ronald A. Williams and Veeral Desai in 2016 and is headquartered in Westerville, OH.

Agilon Health Inc

Agilon Health is seeing intense trading volume and community speculation driven by a combination of low-float volatility and aggressive short-squeeze sentiment. Investors are closely tracking institutional positioning and technical momentum, with discussions heavily focused on potential price expansion targets and the stock's ability to maintain high daily trading activity.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius Holdings is experiencing heightened volatility and community debate as investors navigate a disconnect between its strong growth narrative and a persistent stock price slide heading into earnings. While bulls highlight robust consumer demand, market share gains, and international expansion as signals for a post-earnings recovery, many are frustrated by the stock's failure to mirror broader market rallies, leading to intense speculation regarding institutional positioning and potential manipulation.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is experiencing extreme volatility as investors weigh massive revenue growth and hyperscaler tailwinds against concerns over heavy debt, rising capital expenditures, and significant insider selling ahead of the earnings report. The community remains sharply divided, with bulls betting on a breakout fueled by AI demand, while bears anticipate a post-earnings sell-off due to the company's historical volatility and high burn rate.

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<ul class="summary-bullets"><li>MAR and HLT are up approximately 14.5% and 9%, respectively, this year, outpacing both the S&amp;P 500 and the Dow Jones Industrial Average.</li><li>A new industry report suggests hotels in U.S. host cities are seeing underwhelming demand.</li><li>Last month, Hilton CEO Chris Nassetta admitted that the World Cup "doesn't look as strong as what we had hoped."</li></ul>Marriott International (MAR) and Hilton Worldwide (HLT) are both comfortably beating the broader market so far this year. But with the 2026 FIFA World Cup just weeks away, investors will be closely watching whether the mega sports tournament jointly hosted by the United States adds further legs to the rally or delivers a sobering reality check.<a href="https://stocktwits.com/symbol/MAR">MAR</a> is up approximately 14.5% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/HLT">HLT</a> has gained around 9% — outperforming the S&amp;P 500, the Dow Jones Industrial Average, and the&nbsp;<a href="https://stocktwits.com/symbol/BEDZ">BEDZ AdvisorShares Hotel ETF</a>, the sector's benchmark.<img src="https://news.stocktwits-cdn.com/koyfin_20260506_083248555_png_176662f56f.webp" alt="koyfin_20260506_083248555.png"><h1 class="st-heading-1">Will Marriott Retain World Cup Optimism?</h1>All eyes turn to Marriott on Wednesday morning, when the world's largest hotel chain reports first-quarter earnings before the market opens. Wall Street will be parsing every word of CEO Anthony Capuano and CFO Jennifer Mason's commentary for clues on whether the World Cup tailwind is materializing as promised.The setup matters a lot. During Marriott's fourth-quarter earnings call, Capuano confirmed that Marriott Bonvoy is the official hotel supporter of the 2026 FIFA World Cup, with properties across all 16 host cities. Management indicated that the tournament would contribute 30-35 basis points to Marriott's full-year global RevPAR (Revenue Per Available Room) growth, a key industry metric&nbsp;measuring a hotel's ability to fill its rooms at a profitable rate, calculated as total room revenue divided by total available rooms.Capuano was notably upbeat about early momentum when pressed by analysts on the Q4 call. "I happened to be with the FIFA leadership," he said. "I asked them specifically whether they were seeing any hesitancy from inbound international visitors for the World Cup. And these are their words — they were stunned by the volume of ticket requests they've seen from around the world as soon as the website launched. So it's early, but we're feeling really good about the early returns."Wednesday's call will reveal whether that optimism still holds.<h1 class="st-heading-1">Hilton Already Reported — And Stayed Quiet On The World Cup</h1>Hilton, which reported its Q1 2026 results last month and beat expectations, was conspicuously silent on the World Cup for the second consecutive quarterly earnings call.The reason became clearer late last month, when Hilton president and CEO Chris Nassetta made a candid admission at a conference in Washington, D.C. The World Cup, Nassetta<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.nytimes.com/athletic/7217651/2026/04/22/world-cup-hotel-tourism-prices-usa/">&nbsp;said</a>, "at this point, doesn't look as strong as what we had hoped."<h1 class="st-heading-1">2026 FIFA World Cup: A 'Non-Event' So Far For Hotels?</h1>Nassetta's admission does not appear to be an isolated concern, going by a report<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ahla.com/sites/default/files/AHLA%20World%20Cup%20Report%2004.30.26.pdf">&nbsp;published</a> this week by the American Hotel &amp; Lodging Association. Based on surveys of hoteliers across all 11 U.S. host cities, the report found that anticipated World Cup demand has not translated into strong bookings."With just two months until kickoff ... indicators suggest the anticipated economic lift may fall short of expectations. Despite more than five million tickets sold, this demand has not yet translated into strong hotel bookings," the report reads.Nearly 70% of respondents cited visa barriers and geopolitical concerns (driven by the U.S.-Iran war) as the primary constraints on international visitor demand. In Kansas City, 85%–90% of surveyed hotels have reported booking levels below expectations, trailing even a standard summer with no major events. Boston, Philadelphia, San Francisco, and Seattle tell a similar story, with many operators describing the tournament as effectively a "non-event" so far."A strong dollar, high airfare costs, and elevated gas prices make the U.S. a more expensive destination compared to past tournaments, while broader international perceptions about affordability and policy unpredictability further dampen enthusiasm," the report reads.<h1 class="st-heading-1">Could Hyatt Be The Surprise Winner?</h1>The most constructive World Cup data point in the hotel sector may belong to the smallest of the three by market capitalization:&nbsp;<a href="https://stocktwits.com/symbol/H">Hyatt Hotels</a>, which skews heavily toward luxury and full-service properties that are most likely to capture premium demand.For the current quarter, Hyatt expects global RevPAR growth of around 3%, explicitly crediting the start of the FIFA World Cup in June as a contributing factor. "And that will carry over into July a bit too," CFO Joan Bottarini said on the earnings call.<img src="https://news.stocktwits-cdn.com/Hyatt_Has_Better_Rev_PAR_Than_Hilton_And_Marriott_jpg_bfdb8eb0d8.webp" alt="Hyatt_Has_Better_RevPAR_Than_Hilton_And_Marriott.jpg"><h1 class="st-heading-1">MAR vs HLT vs H: What Wall Street And Retail Traders Think</h1>Analyst consensus across all three stocks leans bullish, with one clearly leading on the upside.&nbsp;On Koyfin, Hyatt carries a consensus 'Buy' rating from 23 analysts, with an average price target that implies a 15% discount to fair value, making it the most attractively valued of the three on a pure upside basis.Hilton also has a 'Buy' consensus rating from 25 analysts, with an average price target approximately 11% above current levels. Marriott has a 'Buy' rating too, among 26 analysts, but its average price target implies the stock is trading just 5% below fair value.Retail sentiment on Stocktwits tells a similar story. Hyatt is the only one of the three sitting at 'bullish,' while MAR is 'neutral' and HLT has slipped to 'bearish.'For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intc-stock-is-up-over-190-ytd-and-michael-burry-wants-to-short-it-poster-child-for-the-top/cZQyUNFReai">INTC Stock Is Up Over 190% YTD, And Michael Burry Wants To Short It: ‘Poster Child For The Top’</a>

Fans attend the FIFA World Cup 26 Trophy Tour on May 05, 2026 in New Orleans, Louisiana. (Photo by Tyler Kaufman - FIFA/FIFA via Getty Images)

Marriott, Hilton Stocks Are Beating The Market This Year: Will FIFA World Cup 2026 Deliver A Windfall?

Marriott reports Q1 earnings before the market opens on Wednesday, with Wall Street watching closely for more cues on World Cup booking trends.

Equity

Marriott reports Q1 earnings before the market opens on Wednesday, with Wall Street watching closely for more cues on World Cup booking trends.


In this photo illustration, a Netflix logo seen displayed on a smartphone. (Photo Illustration by Mateusz Slodkowski/SOPA Images/LightRocket via Getty Images)

Netflix Spots Its Next Growth Area — No, Not New Shows. Podcasts.

Netflix Stock - The streaming giant sees podcasts and mobile listening as a new growth lever, even as soft guidance and leadership changes pressure the stock.

Netflix Bets Podcasts Can Unlock Daytime Engagement As Stock Falls On Weak Outlook

The streaming giant sees podcasts and mobile listening as a new growth lever, even as soft guidance and leadership changes pressure the stock.


<ul class="summary-bullets"><li>Allbirds plans to sell its intellectual property, rebrand as "NewBird AI," and pivot into a GPU-as-a-Service business.</li><li>William Blair dropped coverage, warning the stock's explosive rally was fueled by low float, momentum trading, and speculative hype.</li><li>Retail traders remain heavily bullish despite the overnight pullback.</li></ul>Allbirds Inc. shares nosedived over 20% in overnight trading heading into Thursday, a sharp reversal after the stock surged over 580% in its best session on record the previous day.The catalyst for both the surge and the skepticism is the same: Allbirds&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/allbirds-bird-stock-soars-ai-pivot-50m-financing/cZJtXVbRIwe">said</a> it would sell its intellectual property to American Exchange Group, raise $50 million through a convertible financing facility with an undisclosed institutional investor, rebrand as "NewBird AI," and pivot to becoming a GPU-as-a-Service company, targeting customers who can't reliably access AI computing capacity through spot markets or hyperscalers.<h1 class="st-heading-1">William Blair's Had Enough Of BIRD</h1>According to The Fly, William Blair has walked away from coverage of Allbirds following the announcement, and didn't mince words on the way out. "This is by any measure a Hail Mary," the analyst wrote, pointing in part to a provision in the associated proxy that would allow management to fully dissolve the business within 12 months of a planned May 18 special shareholder meeting to approve the measures.Blair noted that&nbsp;<a href="https://stocktwits.com/symbol/BIRD">BIRD</a> shares went "hyperbolic" on Wednesday, trading at an enterprise value of around $140 million on the news, compared to roughly $10 million before the announcement. The firm flagged "deep uncertainty" around the GPU pivot and described Wednesday's rally as driven by "very shallow float, automated momentum, and unchecked hype."&nbsp;In the liquidation scenario, a third-party analysis cited by Blair placed the company's liquidation value between $0.02 and $1.83 per share, a wide range that underscores the uncertainty of the outcome. The sale to American Exchange Group could still yield a special dividend, the firm noted.BIRD’s stock closed Wednesday up 582% at $16.99 and was last changing hands at $13.05, down 23.2%, around 2:00 a.m. ET. Of the two analysts still covering BIRD on Koyfin, both rate it 'Hold.'<h1 class="st-heading-1">But Retail Wants More Of BIRD</h1>On Stocktwits, retail sentiment stands in stark contrast to Wall Street's alarm, with the mood firmly in 'extremely bullish' territory and BIRD's follower count up over 60% in the past 24 hours.Traders are overwhelmingly framing the overnight pullback as an opportunity rather than a warning."The after-hours low-volume pullback may turn out to be a bear trap, as current price levels could bring new demand. Low float and a strong holder base, combined with demand from genuine buyers and shorts seeking to cover, could ignite the second phase of the rally, this time from a higher base,"&nbsp;<a href="https://stocktwits.com/erb71/message/650434437">said</a> one bullish user.<stembedurl>https://stocktwits.com/erb71/message/650434437</stembedurl>"$BIRD shorting bird is like shorting $GME on steroids when they were ascendant,"&nbsp;<a href="https://stocktwits.com/Biggertwit/message/650433213">posted</a> another, referring to the 2021 meme stock frenzy when retail traders enabled a short squeeze of GameStop.<stembedurl>https://stocktwits.com/Biggertwit/message/650433213</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/gm-ford-back-in-ww2-mode-pentagon-calls-to-make-weapons/cZJvIUMRIwU">GM, Ford Back In WWII Mode? Pentagon Reportedly Wants Detroit To Make Weapons Amid Sliding Auto Sales</a>

Sign on facade at shoe company Allbirds, Walnut Creek, California, August 25, 2025. (Photo by Smith Collection/Gado/Getty Images)

BIRD Stock Craters Overnight After Best Day Ever: 'Hail Mary' AI Pivot Irks Analyst To Drop Coverage

The footwear maker’s sudden transformation into an AI infrastructure play sent shares soaring, but Wall Street sees more hype than substance so far.

Components for the Consolidated B-24 -E Liberator four-engined heavy bomber being assembled at the Ford Willow Run B-24 Liberty Bomber aircraft assembly plant, c. December 1942, near Detroit. (Photo by Archive Photos/Getty Images)

GM, Ford Back In WWII Mode? Pentagon Reportedly Wants Detroit To Make Weapons Amid Sliding Auto Sales

Slumping auto sales and weak investor sentiment may be offset by a new opportunity: helping replenish America's depleted weapons stockpiles.

<ul class="summary-bullets"><li>Lucid fell to a new low after weak revenue guidance, a $300 million stock offering, and multiple analyst price target cuts.</li><li>Beyond Air hit a fresh low after receiving a Nasdaq warning over its sub-$1 share price.</li><li>Conagra Brands slid after naming a new CEO, with analysts warning several macroeconomic factors could keep earnings under pressure.</li></ul>Shares of Lucid Group, Beyond Air, and Conagra Brands each hit fresh 52-week intraday lows on Wednesday, driven by distinct catalysts. XAIR continued its slide in overnight trading, while LCID and CAG managed to pare some of their regular session losses.<h1 class="st-heading-1">Why LCID Hit A 52-Week Low</h1>Lucid has been in the headlines all week:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-lucid-stock-rising-new-ceo-strategy/cZJtIR5RIvu">naming</a> a new CEO, securing fresh funding from Saudi Arabia's sovereign wealth fund, and inking a robotaxi partnership with Uber. But investor sentiment has soured on the back of a significantly weaker-than-expected revenue outlook for the current quarter and a $300 million stock offering. The EV maker has yet to turn a profit, nearly 19 years after its founding.Wednesday brought a fresh round of price target cuts. Baird lowered its target to $12 from $14, maintaining a 'Neutral' rating, citing the new CEO appointment and the Uber partnership as reasons to update its model. TD Cowen analyst Itay Michaeli cut his target more sharply, to $10 from $19, while keeping a 'Hold' rating.Despite the pressure, Stocktwits sentiment for&nbsp;<a href="https://stocktwits.com/symbol/LCID">LCID</a> was 'extremely bullish' at the last close, suggesting retail traders are betting on a near-term turnaround following the leadership shakeup. The stock hit an intraday 52-week low of $8.11 on Wednesday and is down over 25% year-to-date.<h1 class="st-heading-1">Why XAIR Hit A 52-Week Low</h1>Beyond Air disclosed on Wednesday that it had received a Nasdaq notice for non-compliance with the $1.00 minimum bid price requirement and has requested a hearing before the Nasdaq Hearings Panel, scheduled for May 14, 2026. Any delisting or suspension is stayed pending the panel's written decision, meaning shares are expected to remain listed until the panel issues its decision. However, there is no assurance that the panel will grant continued listing or that compliance will be regained.The Nasdaq notice compounds a difficult stretch for the medical device and biopharmaceutical company. Last month, CEO Steve Lisi resigned, effective March 27, and the board appointed chief commercial officer Robert Goodman as his replacement. Earlier in March, the company also confirmed that its proposed transaction with XTL Biopharmaceuticals involving Beyond Air's NeuroNOS subsidiary had been terminated after the parties failed to reach a definitive agreement.On Stocktwits, sentiment for&nbsp;<a href="https://stocktwits.com/symbol/XAIR">XAIR</a> was 'bullish' at the last close, with several retail traders predicting the stock will avoid delisting. XAIR hit an intraday 52-week low of $0.43 on Wednesday and has shed 28% year to date.<h1 class="st-heading-1">Why CAG Hit A 52-Week Low</h1>Conagra shares have been sliding since Monday, when the packaged food giant&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cag-stock-crashes-to-near-17-year-lows/cZJ85DBRIun">named</a> a new CEO, less than a month after cutting its annual profit forecast amid mounting uncertainty around global trade. The market's initial read on the leadership change has not been encouraging.JPMorgan analysts described the incoming CEO as well-regarded and knowledgeable, but they still expect earnings pressure to build over the coming quarters as Conagra continues to wrestle with inflationary headwinds in freight and packaging. Jefferies echoed that view, noting that the new CEO's near-term options are limited given the company's high leverage, margin pressures, and exposure to inflation.Retail traders on Stocktwits were 'bullish' on&nbsp;<a href="https://stocktwits.com/symbol/CAG">CAG</a> at the last close, with sentiment partly lifted by news that two directors purchased over $700,000 in shares. The stock hit an intraday 52-week low of $14.04 on Wednesday and has shed nearly 19% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dow-sp500-nasdaq-futures-trump-us-iran-war-near-end-hims-msft-rum-nflx-xndu/cZJvTEVRIwu">Dow, S&amp;P 500, Nasdaq Futures Rise After Trump Says US-Iran War ‘Very Close To Over</a>

Lucid, Beyond Air, and Conagra hit new 52-week lows, but retail sentiment remains bullish for at least two stocks. | Representative image: Getty Images

Lucid, Beyond Air, Conagra Stocks Hit 52-Week Lows: What's Behind The Drag?

Fresh analyst cuts, delisting fears, and leadership uncertainty pushed all three stocks to 52-week lows despite pockets of retail optimism.

A Nike basketball with the Texas logo sits on the court under the burnt orange lights during an SEC college basketball game on March 7, 2026, at Moody Center in Austin, TX. (Photo by David Buono/Icon Sportswire via Getty Images)

What's Hurting Nike? Fading Basketball Clout, No Catalysts, Lack Of Innovation Top Wall Street's Concern List

Even though recent insider purchases provided a bump, NKE is heading for its worst year since 1997.

<ul class="summary-bullets"><li>Sharon Simmons, dubbed the "DoorDash Grandma," arrived at the Oval Office in a red-branded T-shirt, carrying two bags of McDonald's.</li><li>Stifel lowered its price target on DoorDash to $185 from $215, while maintaining a 'Hold' rating, citing the potential impact of the war in Iran on its internet coverage estimates.</li><li>DASH stock has shed nearly 30% this year; Wall Street's consensus remains 'Strong Buy' with the average price target implying a 58% upside.</li></ul>DoorDash, Inc. (DASH) stock posted its best session in nearly eight weeks on Monday after President Trump staged a made-for-television moment at the White House, ordering a McDonald's meal through DoorDash and using the delivery to spotlight his administration's no-tax-on-tips policy.<h1 class="st-heading-1">The 'DoorDash Grandma' Moment</h1>According to several media&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://in.tradingview.com/news/reuters.com,2026:newsml_L6N40W14Z:0-trump-orders-doordash-to-white-house-trying-to-sell-his-tip-tax-cut/">reports</a>, the delivery was made by Sharon Simmons, a driver from Arkansas who arrived at the White House wearing a red "DoorDash Grandma" T-shirt and carrying two bags of McDonald's as media cameras rolled. Trump even handed her what appeared to be a $100 bill when asked whether White House staff were good tippers.Simmons spoke&nbsp;on Monday about how the "No Tax on Tips" policy, part of Trump's "One Big Beautiful Bill" signed into law last year, had delivered an $11,000 tax refund to her family. The policy allows up to $25,000 in tip deductions through 2028.She said tips account for more than half of her $22,000 annual income, and that the relief had eased financial pressure as her husband reduced his working hours to manage a medical condition.The moment was not without controversy. Critics on social media called it a staged stunt, with some pointing out that low earners like Simmons often pay little federal income tax regardless of tip deductions. Several users also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/actingliketommy/status/2043801335058006160?s=20">pointed</a> out that Simmons had appeared before Congress in July 2025 to support the One Big Beautiful Bill, leading to accusations that she was a "MAGA prop."McDonald's, notably, did not share in the spotlight as MCD stock fell nearly 0.4% on Monday and slipped further in after-hours trading.<h1 class="st-heading-1">What Analysts Think Of DASH</h1>The White House catalyst comes amid a recent wave of caution on Wall Street. Earlier on Monday, Stifel lowered its price target on&nbsp;<a href="https://stocktwits.com/symbol/DASH">DoorDash</a> to $185 from $215 (which still implies a nearly 15% upside), maintaining a 'Hold' rating, as the firm adjusted estimates across its internet coverage to account for potential headwinds from the war in Iran, according to a summary of the note on The Fly.That follows a similar move last week, when BTIG analyst Jake Fuller cut his price target to $280 from $315 while keeping a 'Buy' rating ahead of DoorDash's first-quarter results. Fuller flagged that while the Street expects margin to bottom in the first quarter, weather, gas subsidies, and the company's appetite for investment could weigh on second-quarter guidance and out-year profit estimates.Despite the target cuts, the broader Wall Street view remains bullish. According to Koyfin data, 27 analysts covering DASH have a consensus rating of 'Strong Buy,' with an average price target that implies the stock is trading at a 58% discount to fair value.<h1 class="st-heading-1">How Retail Is Reacting To DASH</h1>DASH has shed nearly 30% year to date, sharply underperforming the<a href="https://stocktwits.com/symbol/XLY">&nbsp;Consumer Discretionary Select Sector SPDR Fund</a> (XLY), which is down just 4.4%.On Stocktwits, sentiment for DASH has drifted from 'bullish' a year ago to 'neutral' as of Monday's close, though the White House moment did spark a 550% surge in 24-hour message volume.“President Trump putting the spotlight on Doordash &amp; Mcdonalds,”&nbsp;<a href="https://stocktwits.com/fuegie/message/650141185">posted</a> one user.<stembedurl>https://stocktwits.com/fuegie/message/650141185</stembedurl>"It was a publicity stunt. However, I can't think of a better&nbsp; representation of the US economy than this image. A dichotomy of an economy built on low wage services jobs dependent on tips from the top 10%. This is America,"&nbsp;<a href="https://stocktwits.com/JLInvest/message/650150768">posted</a> another user.<stembedurl>https://stocktwits.com/JLInvest/message/650150768</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oracle-stock-tops-s-and-p-500-winners-today-pltr-crm-panw-also-rally-as-analyst-sees-anthropic-fear-trade-unwinding/cZJpAS8RIHT">Oracle Stock Tops S&amp;P 500 Winners Today: PLTR, CRM, PANW Also Rally As Analyst Sees ‘Anthropic Fear Trade’ Unwinding</a>

U.S. President Donald Trump tips Sharon Simmons after receiving a DoorDash delivery of McDonald's during an event outside the Oval Office of the White House on April 13, 2026 in Washington, DC. (Photo by Win McNamee/Getty Images)

DASH Stock Scores Trump Pump After 'DoorDash Grandma' Delivers McDonald's To White House — Even As Analyst Cuts Price Target

Trump was using the delivery to spotlight his administration's no-tax-on-tips policy.

President Donald Trump speaks holding a photos of the new ballroom during a meeting with NATO Secretary General Mark Rutte in the Oval Office, on October 22, 2025. 

European Steelmaker That Reportedly Donated Steel To Trump's White House Ballroom Is Outrunning Every US Steel Stock

ArcelorMittal, the world's second-largest steelmaker, is supplying the steel for the White House, according to a New York Times report, with the material produced in Europe.

In this photo illustration, a smartphone displays a post by U.S. President Donald Trump on the Truth Social platform posted on January 20, 2026. (Photo illustration by Cheng Xin/Getty Images)

Critical Metals Stock Surges As Trump Sets Sights On Greenland Yet Again: 'Big, Poorly Run, Piece Of Ice!'

Shares of Critical Metals (CRML) surged over 10% on Wednesday to their highest level in nearly three weeks as President Donald Trump turned his attention back to Greenland

CRML is up over 24% year-to-date, on track for its best annual performance on record.


In this photo illustration, the NEBIUS logo is seen displayed on the screen of a smart tablet. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

Nebius Stock On Hottest Streak In Nearly A Month, Retail Sentiment Climbs Amid Iran Volatility

Nebius Stock - The recent leg of the rally traces back to last week, when Nebius unveiled plans to build a new AI factory in Finland.

The recent leg of the rally traces back to last week, when Nebius unveiled plans to build a new AI factory in Finland.