CART News & Events

The major averages finished broadly lower for the second day in a row, with weakness in semiconductors and high-growth technology names leading the declines. Investors are keeping an eye on the oil market following President Trump's cancellations of planned strikes in Iran. Crude oil prices pulled back a little after the news, but remain elevated amid continued tensions in the region.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Home Depotreportedand reiterated its FY26 outlookBlackstonewill invest $5B in awith GoogleAmer Sportsprovided areport for Q1Agilysysreportedand provided guidance for FY27Googleannounced a number of AI-powered products, includingwith companies such as Nike, Samsung, and Instacartalso announcing Gemini integrations2. WALL STREET CALLS:GuggenheimStubHubwith growth picking up in Q2Jazz Pharmaceuticalsto Buy at UBSX-energy, a developer of advanced small modular nuclear reactors, sawwith a mix of Buy and Hold ratingsBofA"miscast" Zeta Globalwith a BuyBofAcoverage of Lightspeedand ZoomInfowith Underperform ratings3. AROUND THE WEB:Appleis reorganizing its hardware development to speed future devices, Bloomberg saysAI chip startup Tenstorrent is drawing early takeover interest from prospective buyers, including Inteland Qualcomm, as it looks to challenge Nvidiaand AMD, Bloomberg reportsAnalog Devicesis in advanced talks to acquire artificial intelligence chip company Empower Semiconductor for about $1.5B in cash, Bloomberg reportsThe New York Timeshas sued the U.S. Department of Defense, alleging that a new Pentagon policy violates the First Amendment, Wemple reportsMexican President Claudia Sheinbaum has conditioned Royal Caribbean'splanned "Perfect Day" water park in on the preservation of the local ecosystem, RMN says4. MOVERS:Bakktwas higher after Director Michael AlfredRelay Therapeuticsincreased afterzovegalisib showed potential efficacy in vascular anomaliesKE Holdingsgained in New York after, with EPS and revenue beating consensusT1 Energywas lower after Fuzzy Panda said it wasWarby Parkerfell after5. EARNINGS/GUIDANCE:Driven Brands, with CEO Danny Rivera commenting, "Driven Brands delivered a solid fourth quarter and full year"Eagle Materials, with EPS and revenue beating consensusBally's, with CEO Robeson Reeves commenting, "We delivered solid first quarter results across the enterprise"Bilibili, with EPS beating consensusAntalphaand provided guidance for Q2INDEXES:The Dow fell 322.24, or 0.65%, to 322.24, the Nasdaq lost 220.03, or 0.84%, to 25,870.71, and the S&P 500 declined 49.44, or 0.67%, to 7,353.61.

Instacart (CART) announced that it is now integrated with Gemini, Google's (GOOGL) AI assistant, making us the first grocery partner on the Gemini platform. Users can connect their Instacart account within Gemini and build a real, shoppable grocery cart through natural conversation, then head to Instacart to place their order for delivery or pickup, the company said. "For years, Instacart has been building the intelligence layer for grocery - the data infrastructure, personalization, localization, and fulfillment connectivity that transforms everyday intent into groceries delivered," Instacart said. "When a customer links their Instacart account through Gemini, they unlock personalized results based on how they shop: their usual brands, dietary needs, preferred substitutions, and local store. The more you shop with Instacart, the smarter our intelligence layer gets for you, surfacing the right products, flagging the right replacements, and helping you discover things that fit your household's needs. We built this infrastructure to meet customers wherever the grocery journey begins - with a recipe, a weekly meal plan, a pantry restock, or for some, in a conversation with an AI assistant. Whatever the starting point, Instacart's intelligence layer is what makes the grocery experience actually work, translating natural language input into a real, shoppable cart that is accurate, local, and built around how you shop."

Instacart and Ace Hardware announced a new partnership that brings Ace's trusted assortment of home preservation essentials, tools, grilling and barbeque must-haves, and lawn and garden supplies directly to customers' doorsteps in as fast as one hour. Instacart customers will also benefit from no markups delivering great value to customers. With thousands of Ace Hardware stores available on the Instacart Marketplace nationwide, the partnership makes it easy for customers to shop Ace Hardware however they want, whether that's browsing the aisles at a local store or ordering online for same-day delivery. To celebrate the launch, new qualifying Ace Hardware customers can take $15 off a $50 purchase now through June 30 on Instacart.com.

Instacart announced that retailers can now activate campaigns directly within Instacart Ads Manager, extending the company's scaled, self-serve advertising platform to its retail partners. This expansion marks an evolution of Instacart's advertising platform, introducing a new, purpose-built suite of tools designed for retailers, starting with self-serve promotions and off-platform capabilities that are available today. In 2025, Instacart generated more than $1B in ads and other revenue, and has long served as a proven performance channel for CPG brands. Now, the company is opening the same high-intent reach, optimization, and closed-loop measurement infrastructure that supports brand campaigns to retailers. At the same time, Instacart is building new tools designed specifically for retailer goals, from driving engagement to growing basket size and winning new consumers.