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● Cash and equivalents reached $485.5 million, up from $120.3 million at the end of 2025.
● Fourth-quarter sales are guided to $178 million, plus or minus $7 million.
● DoorDash shares closed 5.61% higher on Thursday, October 29.
● One brokerage upgraded DoorDash, while another downgraded Instacart to Neutral with a $65 target.
● Dell's last quarter showed recordRevenueof $47.0 billion and a $95 billion AI backlog.
● Fourth-quarter guidance points to slower growth, lowerMarginand lower EPS.
● Full-year service revenue is now guided to $5.15 billion to $5.17 billion.
● Google SearchRevenuerose 12% to $63.4 billion, below the $64.9 billion consensus.
● Dell, HP, Coherent and Nebius also dropped sharply in the pre-market snapshot.
● September-quarter guidance calls for 9% to 11%Revenuegrowth and 47% to 48% gross margin.
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