| UBER | 8-K | neutral | 2/10 | Uber's Chief People Officer Nikki Krishnamurthy stepped down; Jill Hazelbaker, previously CMO and SVP of Communications | May 11, 2026 |
| SHOP | 8-K | neutral | 2/10 | Shopify filed its Notice of 2026 Annual General Meeting and Management Information Circular, setting the meeting for Jun | May 8, 2026 |
| SE | CLUSTER | neutral | 2/10 | Three Sea Ltd executives (COO, CPO/CCO) sold a total of $192K in open-market shares over a 3-day window. The sales repre | May 8, 2026 |
| MELI | 8-K | mixed | 6/10 | MercadoLibre's Q1 2026 revenue grew 49% YoY to $8.845B, but operating income fell 20% to $611M and EPS of $8.23 missed c | May 7, 2026 |
| ABNB | 8-K | mixed | 6/10 | Airbnb Q1 2026 revenue of $2.678B beat high end of guidance ($2.59-2.63B) and grew 18% YoY, while GAAP diluted EPS of $0 | May 7, 2026 |
| CVNA | 8-K | neutral | 2/10 | Carvana held its 2026 Annual Meeting, where stockholders approved a 5-for-1 forward stock split (effective May 7, 2026), | May 6, 2026 |
| DASH | 10-K/A | neutral | 2/10 | DoorDash filed an amendment (10-K/A) to its FY2025 10-K solely to correct a clerical error in KPMG's audit report, addin | May 6, 2026 |
| SE | CLUSTER | neutral | 2/10 | Three top executives at Sea Ltd (COO, CPO of Shopee, and CCO/GC) sold a combined $352K in open-market shares over a 7-da | May 6, 2026 |
| AMZN | COURT-RULING | bullish | 7/10 | Amazon won summary judgment of non-infringement on four of five asserted patents (141, 806, 938, 943) in a patent infrin | May 6, 2026 |
| EBAY | 8-K | mixed | 7/10 | eBay confirmed receipt of an unsolicited, non-binding acquisition proposal from GameStop Corp. The Board will review the | May 5, 2026 |
| ETSY | CLUSTER | neutral | 3/10 | Two Etsy insiders (Director Silverman and CPTO Colburn) sold a combined ~$5.1M in open-market shares over the past week, | May 5, 2026 |
| AMZN | CLUSTER | neutral | 2/10 | Insider cluster at Amazon shows three open-market sales totaling ~$8.8M from a director and a senior executive, plus two | May 5, 2026 |
| CVNA | CLUSTER | bearish | 5/10 | A 10% owner sold 2M shares at a steep discount (~$68 vs market ~$380) totaling $136M, while other insiders made small sa | May 5, 2026 |
| SHOP | 8-K | bullish | 8/10 | Shopify reported Q1 2026 revenue of $3.17B, up 34% YoY, and operating income of $382M, up 88% YoY, driven by broad-based | May 5, 2026 |
| SHOP | PRESS-RELEASE | bullish | 8/10 | Shopify reported Q1 2026 revenue of $3.17B (+34% YoY) and GAAP net income excluding equity investments of $360M, with op | May 5, 2026 |
| AMZN | DEFA14A | neutral | 3/10 | Amazon filed additional definitive proxy materials (DEFA14A) urging shareholders to vote in line with board recommendati | May 4, 2026 |
| ETSY | 144 | neutral | 2/10 | Etsy's Chief Accounting Officer Richard Colburn filed a Form 144 to sell 4,776 shares of common stock, with an approxima | May 4, 2026 |
| ABNB | ANALYST-UPGRADE | bullish | 3/10 | Oppenheimer issued a rare double upgrade on Airbnb (ABNB) from Perform to Outperform on May 4, 2026, setting a Street-hi | May 4, 2026 |
| EBAY | 425 | bullish | 8/10 | GameStop Corp. has publicly proposed to acquire all outstanding shares of eBay Inc. for $125.00 per share (50% cash/50% | May 4, 2026 |
| SE | CLUSTER | neutral | 2/10 | Three Sea Ltd executives (COO, CPO, CCO/GC) collectively sold approximately $2.0M in open-market transactions over a 7-d | May 4, 2026 |
| CVNA | CLUSTER | neutral | 4/10 | Ernest C. Garcia II, a 10% owner, sold 2 million shares for $136.1M on May 1, 2026, representing 0.16% of Carvana's $86. | May 1, 2026 |
| CVNA | 144 | bearish | 7/10 | Ernest C. Garcia II, co-founder and 10% stockholder of Carvana, filed a Form 144 indicating intent to sell up to 4,000,0 | May 1, 2026 |
| AMZN | COURT-RULING | neutral | 3/10 | The Federal Circuit dismissed the cross-appeals in the patent case VB Assets v. Amazon.com Services by agreement of the | May 1, 2026 |
| SE | CLUSTER | neutral | 2/10 | Four Sea Ltd insiders, including COO Ye Gang and Director Ma David Y, sold a total of $2.54M in open-market sales over a | Apr 30, 2026 |
| AMZN | COURT-RULING | neutral | 1/10 | A federal district court remanded a personal injury lawsuit against Amazon.com to California state court because Amazon | Apr 30, 2026 |
| SHOP | 10-K/A | neutral | 2/10 | Shopify filed Amendment No. 1 to its 2025 10-K to add Part III information (directors, executive compensation, security | Apr 29, 2026 |
| AMZN | COURT-RULING | bullish | 5/10 | The Federal Circuit dismissed Amazon's appeal in the patent infringement case brought by VB Assets, LLC, after the parti | Apr 29, 2026 |
| ETSY | 8-K | bullish | 7/10 | Etsy reported a strong Q1 2026 beat on both EPS ($0.89 vs $0.62 consensus) and revenue ($631.3M vs $617.3M). Etsy market | Apr 29, 2026 |
| PDD | 20-F | bearish | 6/10 | PDD's 20-F for FY2025 shows revenue growth of 10% to RMB431.8B, but net income declined 13% to RMB97.8B, driven by incre | Apr 29, 2026 |
| CHWY | 8-K | neutral | 4/10 | Chewy disclosed a proposed settlement of a stockholder derivative lawsuit over the 2023 Downstream Merger with BC Partne | Apr 28, 2026 |