{"id":"1793049689642-money-show_open","slug":"doordash-in-talks-to-buy-instacart","title":"DoorDash in talks to buy Instacart","summary":"DoorDash is in advanced talks to acquire Instacart in a deal valued around $17 billion, according to WSJ and Reuters reports. The talks are not finalized and could still fall apart.","publishedAt":"2026-10-26T21:21:29.642Z","channel":{"id":"money","name":"Oncast Money","language":"en"},"show":"Closing Bell","verification":{"status":"verified","leadVerdict":"TRUE","notes":"TRUE: DoorDash is in advanced talks to acquire Instacart in a deal valued around $17 billion, according to WSJ and Reuters reports. The talks are not finalized and could still fall apart.\nSource: [boursorama.com](https://www.boursorama.com/bourse/actualites/doordash-serait-en-pourparlers-pour-racheter-instacart-dans-le-cadre-d-une-operation-d-environ-17- (https://x.com/Polymarket/status/2114816265231401073)","claims":[{"verdict":"TRUE","summary":"DoorDash is in advanced talks to acquire Instacart in a deal valued around $17 billion, according to WSJ and Reuters reports. The talks are not finalized and could still fall apart.","sourceName":"[boursorama.com](https://www.boursorama.com/bourse/actualites/doordash-serait-en-pourparlers-pour-racheter-instacart-dans-le-cadre-d-une-operation-d-environ-17-","sourceUrl":"https://x.com/Polymarket/status/2114816265231401073","claim":"BREAKING: DoorDash reportedly in advanced talks to acquire Instacart in a deal potentially worth $17,000,000,000.00.","author":"@Polymarket"}]},"sources":[{"url":"https://x.com/Polymarket/status/2114816265231401073","name":"[boursorama.com](https://www.boursorama.com/bourse/actualites/doordash-serait-en-pourparlers-pour-racheter-instacart-dans-le-cadre-d-une-operation-d-environ-17-","kind":"x","verdict":"TRUE","author":"@Polymarket"}],"url":"https://oncast.fm/story/1793049689642-money-show_open-doordash-in-talks-to-buy-instacart","listenUrl":"https://oncast.fm/c/money","attribution":{"publisher":"Oncast","site":"https://oncast.fm","url":"https://oncast.fm/story/1793049689642-money-show_open-doordash-in-talks-to-buy-instacart","cite":"Cite https://oncast.fm/story/1793049689642-money-show_open-doordash-in-talks-to-buy-instacart and the original source links. Fact-check by Oncast (oncast.fm)."},"hostsSaid":[{"host":"Adam","text":"Closing Bell, Monday evening, market's shut but the food delivery business just blew up."},{"host":"Bill","text":"Polymarket posted that DoorDash is in advanced talks to buy Instacart for around seventeen billion dollars."},{"host":"Adam","text":"Seventeen billion? That folds grocery delivery right into restaurant delivery."},{"host":"Bill","text":"It makes sense to me. DoorDash needs more than takeout, Instacart's squeezed by Walmart and Amazon. Together they cover the kitchen."},{"host":"Adam","text":"Or they're both chasing the same customer who's tired of fees. This looks defensive, not visionary."},{"host":"Bill","text":"Defensive pays the bills, Adam. DoorDash stock has been under pressure, consolidation is the exit."},{"host":"Adam","text":"But we're not telling anyone what to do with that. And the talks aren't final—Reuters says they could still fall apart."},{"host":"Bill","text":"Right, advanced talks. My worry is when two giants stop competing, the delivery fees get worse for the rest of us."},{"host":"Adam","text":"Different story: unusual whales posted on X that China's AI bubble has already burst, citing Reuters."},{"host":"Adam","text":"I can't find that quote anywhere. It's a claim floating around, not a confirmed report."},{"host":"Bill","text":"So a rumor with a Reuters label slapped on it. Classic Monday."},{"host":"Adam","text":"The AI spending in China is real though. Maybe the bubble's in valuations, not the actual buildout."},{"host":"Bill","text":"And one more piece of chatter: Ethan posted on X that Getty Images filed for Chapter 11, with a failed Shutterstock merger and AI eating the stock photo business."},{"host":"Adam","text":"No official confirmation yet, so treat it as a claim. If true, that's another legacy content company getting archived."},{"host":"Bill","text":"AI doesn't just disrupt, it might bankrupt. That's the closing bell on a busy Monday—more at the top of the hour."}]}