Welcome to Markets Desk, here's what's moving right now.
Nebius and CoreWeave are taking a hit in today's session, with both AI infrastructure names selling off sharply. The two companies share deep ties to Meta Platforms, and any softness in hyperscaler spending intentions tends to ripple fast through this corner of the market. Investors are watching closely to see whether this is a valuation reset or a genuine demand signal.
Shifting to automation and its real-world friction, DoorDash is revealing a structural gap in its Dot delivery robot program. The robots cannot physically retrieve orders from restaurants on their own, so the company is paying gig workers to bridge that last few feet between the counter and the machine. It raises a pointed question about how complete the automation story actually is when human labor still anchors the loop.
And in the electric vehicle space, Slate's twenty-five thousand dollar base truck is generating genuine consumer interest, but the real conversation is happening around its add-on ecosystem. The bare-bones pitch drives affordability, while the personalization layer is where the margin story lives. It is a deliberately modular approach to a market that has long struggled to crack the mass-price threshold.
That's the tape. Markets Desk, signing off the floor.
