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Today is Wednesday, February 26, 2025.

The Early Bird Index today is 76.86

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Instacart's $0 Delivery Fee 🛒

The average order value for Instacart (Nasdaq: CART) fell due to the impact of the new $0 delivery fee, the company revealed in its financial results on Tuesday, causing the stock to drop 9.80% in after-hours trading.

Financials: Instacart reported earnings of 53 cents per share in the past quarter, which was better than expected. However, revenue was just $883 million, which was lower than expected.

Early Bird’s Nest Egg Gains: The $0 delivery fee for Instacart+ members on orders of $10 or more is causing challenges. It may pressure Instacart's profit margins, potentially impacting Instacart's efficiency and cost structure.

Final Thoughts: Instacart was up 55% in the last 12 months.

Natural Is planning to list on the Nasdaq

Natural solutions are already better for the environment. Med-X is taking it a step further: their natural pesticides outperform various chemical alternatives. Better yet, they’re taking on private investors as they plan their Nasdaq listing (ticker: MXRX). And you now have a limited time to invest before it happens. Med-X has had 200% revenue growth in five years. And with the pesticide market expected to grow 3X by the end of the decade, now is the perfect time to join them.

Invest Before Their Nasdaq Plans

Notables

Notable Earnings Today: Nvidia (Nasdaq: NVDA), Salesforce (NYSE: CRM), Lowe's (NYSE: LOW), Snowflake (NYSE: SNOW), C3.ai (NYSE: AI), Beyond Meat (Nasdaq: BYND), Sweetgreen (NYSE: SG), eBay (Nasdaq: EBAY), Teladoc (NYSE: TDOC), Advance Auto Parts (NYSE: AAP), Urban Outfitters (Nasdaq: URBN), Nutanix (Nasdaq: NTNX), Paramount Global (Nasdaq: PARA),Clear Secure (NYSE: YOU), MARA Holdings (Nasdaq: MARA), Joby Aviation (NYSE: JOBY), IonQ (NYSE: IONQ), Root (Nasdaq: ROOT), Kratos Defense and Security (Nasdaq: KTOS), NRG Energy (NYSE: NRG), Dole (NYSE: DOLE), Anheuser-Busch (NYSE: BUD), ACM Research (Nasdaq: ACMR), AerCap (NYSE: AER), Agilent Technologies (NYSE: A), Alphatec (Nasdaq: ATEC), Ambarella (Nasdaq: AMBA), APi Group (NYSE: APG), Applied Optoelectronics (Nasdaq: AAOI), Astec Industries (NYSE: ASTE), AvidXchange (Nasdaq: AVDX), Barrett Business (Nasdaq: BBSI), Bentley Systems (Nasdaq: BSY), Bloomin' Brands (Nasdaq: BLMN), Brinks (NYSE: BCO), CareDx (Nasdaq: CDNA), CBIZ (NYSE: CBZ), Centuri Holdings (NYSE: CTRI), Commscope (Nasadq: COMM), DT Midstream (NYSE: DTM), EMCOR Group (NYSE: EME), Encore Capital (Nasdaq: ECPG), Energy Recovery (Nasdaq: ERII), Enovis Corp (NYSE: ENOV), Federal Signal (NYSE: FSS), Forward Air (Nasdaq: FWRD), Geron (Nasdaq: GERN), Ibotta (NYSE: IBTA), Innoviz Technologies (Nasdaq: INVZ), International Money Express (Nasdaq: IMXI), Janus International Group (NYSE: JBI), Lantheus Holdings (Nasdaq: LNTH), Madrigal Pharmaceuticals (Nasdaq: MDGL), Magnite (Nasdaq: MGNI), Marqeta (Nasdaq: MQ), MGP Ingredients (Nasdaq: MGPI), National Vision (Nasdaq: EYE), ODP Corp (Nasdaq: ODP), Option Care Health (Nasdaq: OPCH), Photronics (Nasdaq: PLAB), Pure Storage (NYSE: PSTG), Rhythm Pharmaceuticals (Nasdaq: RYTM), Sarepta Therapeutics (Nasdaq: SRPT), Schrodinger (Nadaq: SDGR), Southwest Gas (NYSE: SWX), Synopsys (Nasdaq: SNPS), Taboola (Nasdaq: TBLA), Tandem Diabetes Care (Nasdaq: TNDM), TKO Group Holdings (NYSE: TKO), United Parks & Resorts (NYSE: PRKS), United Wholesale Mortgage (NYSE: UWMC), Universal Health (NYSE: UHS), Valens Semiconductor (NYSE: VLN), Verisk Analytics (Nasdaq: VRSK), Vir Biotechnology (Nasdaq: VIR), XPEL (Nasdaq: XPEL).

Notable IPOs Today:  STAK Inc. Ordinary Shares (Nasdaq: STAK).

Notable Equity Crowdfunding Campaigns Ending Today: Marinas Bistro & Rum Bar (Honeycomb), Fanbase (StartEngine), Elaka Treats (Honeycomb), Woodlawn Comedy (Honeycomb), Choose Your Horizon (StartEngine), Porter Road (StartEngine).

Notable Economic Events Today: Crude Oil Inventories (10:00 a.m. ET), New Home Sales (10:00 a.m. ET).

Super Micro’s Late Reports 

Better late than never. Super Micro Computer (Nasdaq: SMCI) surged 21.70% in after-hours trading on Tuesday after filing delinquent annual reports that needed to be filed today for the company to regain compliance with Nasdaq requirements.

Final Thoughts: Super Micro’s stock was down 22% in the past few days.

Lucid Motors CEO Steps Down

Electric vehicle maker Lucid Motors (Nasdaq: LCID) jumped 9.59% in after-hours trading on Tuesday after announcing that its CEO will step down and posting good financial earnings results.

Final Thoughts: The stock is down 17% in the last 12 months. 

Trends to Watch

Bad Crypto Winter: Bitcoin Price Falls Below $90,000. Why Cryptos and XRP Are in a Slump. (Barron’s)

Resilient: Cava’s sales forecast misses estimates, but fast-casual chain says diners are spending more (MarketWatch)

Screening Well: AMC Theatres Trims Quarterly Loss, Overall Revenues Rise (The Hollywood Reporter)

It Worked: Workday beats estimates for revenue and profit, stock jumps (CNBC)

McPromise: McDonald's promises not to add egg surcharge on items amid nationwide shortage (USA Today)

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_{The contents of Early Bird are intended for informational and entertainment purposes only. They do not constitute trade or investment recommendations and they are not financial or legal advice. Readers are encouraged to consult licensed professionals for personalized guidance regarding their financial or legal situations.}