MERESMAN STANLEY J

October 17, 2026

DoorDash partners with Australian Open amid delivery competition. DoorDash has partnered with the Australian Open to expand its event delivery and brand reach. In the competitive food delivery sector, rival Uber faces ongoing challenges, while Domino's Pizza seeks delivery partnerships for growth. Potential tariff relief on imported coffee could benefit food delivery platforms handling everyday consumer items. These shifts highlight the competitive landscape affecting delivery companies.

October 6, 2026

Snap Faces Shareholder Letter, Launches Collabstr, Discusses Revenue. Blue Duck Capital sent an open letter to Snap’s board asking for action on the Specs technology to unlock shareholder value. Snap also announced Collabstr, a new platform that lets brands partner with creators on the app to reach Gen Z and Millennials. In a recent analysis, Snap said it can grow revenue without a full advertising recovery, highlighting its focus on new monetization paths.

October 17, 2026

Guardant Health Wins Patent Ruling, Morgan Stanley Lifts Target. Guardant Health secured a favorable decision from the U.S. Patent Trial and Appeal Board, which rejected a challenge to its core duplex sequencing patent. This legal win supports the company's position in the growing liquid biopsy market. Additionally, Morgan Stanley maintained an Overweight rating and raised its price target to $200, citing strong fundamentals in the diagnostics sector.

October 17, 2026

Cloudflare stock slides as market rises, AI security demo. Cloudflare's stock recently declined while the broader market rose, reflecting a pullback in software sector sentiment. On the business side, the company joined Google, GoDaddy, and Infoblox to demonstrate secure AI agent transactions across platforms. The stock is currently trading within its 52-week range of $158.83 to $370.35, below the average analyst target of $343.42.