I'm Julia Borsden, and you're listening to CNBC's Tech Tech. Our show is live weekdays at 11 a.m. Eastern, Tech Check. I'm Carl Kintanilla with Deerbosa and John Ford.

Tough geopolitical tape this morning, but in the midst of all that DoorDash shares are surging after delivering some strong results.

We'll get a deep dive on those numbers and why some pandemic trends might be here to stay.

Then Nvidia takes a pause after a massive run in 21 and some pretty high expectations going into the print.

We'll break down why shares are red almost 8%.

And then finally, Dan Loeb, his $1 trillion bet, what he thinks the market is missing on Amazon.

In a moment, John.

Yeah, but Carl, we will begin today's feed with a check on delivery as DoorDash shares now up about 12% taking us back to the level seen, well, a couple weeks ago.

Going through the numbers, gross order volume was up 36% with average order volume steady, meaning the reopening might not be as big of a headwind to delivery names as some assumed monthly active users, people who placed an order on the app within the last month, going to double digits to a record 25 million.

Some analysts not thrilled with the cost guidance, though.

CEO, Tony Schu, says they're going to continue to invest in expansion

geographically and into new categories,

including Express Grocery Delivery with Albertsons this morning they announced.

So the question between DoorDash, Uber, Amazon, Shopify,

who's got the best strategy for last mile delivery, D?

And will the latest round of costs pay off for investors?

I mean, it worked for Amazon, certainly in the initial e-commerce era.

But now this different fleet of companies investing for different reasons.

We're just talking to Shopify about this

yesterday. Yeah, they're spending big on logistics. You mentioned public companies, but there's

also a whole host of private companies backed by VC dollars in the space, John. And Carl, I wonder

if this is sort of another race to the bottom. Some analysts think so, right, that now the DoorDash

...