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e-commerce: Archive

Sumit Singh

Instacart's AI and Advertising Push Could Reshape Its Growth Outlook

Instacart is broadening growth through AI, retail media and global enterprise software, but rising costs and regulation test profitable scaling.

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Sumit Singh

How Instacart Is Expanding Growth Beyond Grocery Delivery Services

Instacart is scaling beyond grocery delivery with retailer software, advertising and AI to deepen partnerships and support more durable growth.

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Sumit Singh

Is CART Stock Attractive After Strong Growth and Margin Pressure?

CART combines strong revenue, transaction growth and buybacks with margin pressure, premium valuation and regulatory risks that keep the outlook balanced.

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Rajshree Sipani

Mastercard vs. Affirm: Which Fintech Stock Has More Room to Run?

AFRM's faster growth, lower valuation and higher analyst upside give it the edge over MA in the race to capitalize on digital payments.

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Tanuka De

5 Founder-Led Companies Built to Innovate and Outperform

NVIDIA, Amazon, Berkshire, Palantir and Dell stand out as founder-run companies with strong vision, innovation and long-term growth drivers.

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Rajshree Sipani

Visa vs. American Express: Which Payments Giant Is the Better Pick?

V's asset-light model, AI payment initiatives and expanding value-added services strengthen its case over AXP for long-term growth.

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Shaun Pruitt

Bull of the Day: Citigroup (C)

Citigroup (C) remains one of the most compelling large-cap financial stocks for investors seeking both value and growth.

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Rimmi Singhi

CVNA Stock Down 20% YTD: Is This a Buy the Dip Opportunity?

Carvana's 20% YTD slide contrasts with record EBITDA, rapid unit growth and expanding capacity, making the dip look like a buying opportunity.

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Bryan Hayes

Bull of the Day: Victoria's Secret (VSXY)

The stock's recent upgrade reflects a powerful wave of upward earnings estimate revisions.

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Bryan Hayes

Is Nike (NKE) a 'Buy' Ahead of Its Upcoming Earnings Announcement?

The global sportswear leader delivered a trailing four-quarter average earnings surprise of 40%.

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