AI spending is not all equal. Wall Street rewards hyperscalers, punishes DoorDash and Duolingo

1. DoorDash's stock fell 17%, marking its worst drop in five years. 2. Company plans significant investments in new products but faces profitability concerns. 3. Analysts uncertain about timing for positive financial results from new expenditures. 4. Similar pressure faced by Duolingo and Roblox over increased spending plans. 5. Investors favor megacap tech firms' spending; smaller firms viewed skeptically.