SHOP Shopify Inc.

A consortium led by credit card giant Visa (NYSE: $V) and backed by more than 100 companies worldwide has launched ...

Wells Fargo just challenged the metric investors have been using to track AppLovin's e-commerce progress, and the stock is paying for it. Whether the firm's skepticism holds or gets overturned by better data could define where AppLovin heads from here.

Amazon and Shopify both want to own the future of AI-powered shopping, but they are betting on opposite visions of how that future works. One is building walls around its customers while the other is laying pipes beneath every competitor's storefront.

Shopify Inc (TSX:SH., NYSE:SHOP)'s pursuit of nationwide money transmitter licensure could add roughly 2% to gross profit and 5% to operating income in 2028, according to an analysis from Jefferies. In a research note, the firm called the licences a “logical next step” in the evolution of...

Investing.com -- A consortium backed by payment giants including Visa Inc (NYSE:V), Stripe Inc., and Mastercard Inc (NYSE:MA) has officially launched a new US dollar-pegged stablecoin, marking one of the most concerted traditional finance pushes to date into digital currency infrastructure.

The bigger threat may have little to do with iPhone sales.

Key Stats for Shopify StockPrice change for Shopify stock in the last 6 months: 25%$SHOP Stock Price as of Sep. 29: $14852-Week High: $182$SHOP Stock Price Target: $173What Happened?Shopify (NASDAQ: SHOP:NASDAQ) shares rose almost 3% after Morgan Stanley analyst Adam Wood reiterated his positive view on the company on September 29.

PayPal Holdings (NasdaqGS: PYPL) is now integrated with IPQualityScore within platforms such as Alloy, Shopify, and Stripe. The IPQS connection feeds fraud intelligence and digital risk signals directly into PayPal transaction and account workflows for participating merchants. The expanded integration is expected to affect customer onboarding checks, security event handling, and fraud detection rules used across the PayPal ecosystem. The new IPQS link into PayPal workflows tells only part of...

Key TakeawaysShopify stock has gained 30% since June 30, driven by an August 5 earnings beat and a September 21 Meta deal. Analysts rate it 31 buys, 11 outperforms, 11 holds and 1 sell, and the $173 mean target sits 17% above the close, down from a 30% gap on June 30.

Shopify (SHOP) closed at $148.26 in the latest trading session, marking a +2.95% move from the prior day.

Shopify's revenue growth rate outpaces Uber's, yet their absolute scale gap has held steady over eight quarters.

Bank of America says AI agents such as Meta's Muse could weaken Apple's grip on the valuable transactions that begin on the iPhone.

Muse for Small Business pushes Meta's AI beyond chat and into everyday business operations, putting it closer to established software providers.

AI agents are already swiping cards, placing orders, and flooding complaint systems, and Visa, Mastercard, American Express, and Shopify are all racing to build guardrails for a trust problem that has no agreed-upon solution yet.

Bank of America Warns AI Agents Could Threaten Apple's $1T+ Mobile Commerce Machine

Meta is increasingly looking beyond consumers as it seeks to eventually turn its massive AI investment into a profitable business.

On September 23, Mizuho reiterated an Outperform rating and $180 price target on Shopify Inc. (NASDAQ:SHOP), viewing a recent stock pullback as a compelling buying opportunity. The weakness occurred after reports surfaced that Meta Platforms is planning a Meta Pay wallet for its new Muse AI assistant, causing investors to fear potential disintermediation. However, Mizuho […]

The NFL players union has sent an FBI notice to all of its members seeking information about investments they made with a now deceased e-commerce executive.

Stock Market Today: The Dow Jones index drops Monday after Trump rejects an Iran peace deal. Oil prices jump but Nvidia gains on a buyback.

SHOP's subscription revenues rise 22% in Q2 2026 as merchant additions, plan upgrades and AI tools strengthen its commerce platform despite competition.

Meanwhile, shares of Meta Platforms, which recently rolled out its new AI-assistant Muse, are up 31%. “We think it’s fairly straightforward that third-party applications that offer to make purchases on behalf of customers from other businesses should operate openly and respect service provider decisions about whether or not to participate,” an Amazon spokesperson said. By shopping on behalf of its users, Muse could imperil Amazon’s advertising business, which generated $19.8 billion in revenue in the company’s second quarter this year, and the future of online shopping.

ARK Invest CEO Cathie Wood agreed with analyst Nick Grous that Amazon.com, Inc.‘s (NASDAQ:AMZN) holdout from Meta Platforms Inc.‘s (NASDAQ:META) Muse sets up “a great test” of customer loyalty and the promise of agentic commerce. “Indeed,” Wood said in a post on X. Protecting a $70 Billion Business On ARK’s podcast, released Saturday, Grous said Amazon is blocking Muse to protect its advertising business, which is “extremely profitable” at $70 billion. In Q2 of 2026, the company’s ad business ge

Key Stats for Amazon StockCurrent Price: $249. 67Target Price (Mid): ~$600Street Target (12-Month Mean): ~$330Potential Total Return: ~141%Annualized IRR: ~23% / yearWhat Happened?On September 24, Amazon (AMZN) began rolling out Seller Central tools that let sellers manage their eBay (EBAY), Shopify (SHOP), TikTok, and Walmart (WMT) businesses, and let Multichannel Fulfillment merchants offer Prime delivery on their own sites at no added cost.

Meta Platforms, Inc. (NASDAQ:META) is expanding the commercial capabilities of its Muse AI assistant through a strategic partnership with Shopify, giving investors another potential avenue for AI monetization beyond digital advertising. On September 21,Shopify CEO Tobias Lütke announced a partnership with Meta to bring Shop Pay agentic checkout to Muse, allowing users to shop from […]

Key Stats for SHOP StockPast week performance: +3. 1%52-week range: $94 to $182Valuation model target price: $197Implied upside: 38.

In recent days, Shopify has accelerated its push into AI-powered commerce, signing an AI sales partnership with Meta’s Muse agent, completing the acquisition of Tailwind Labs (creator of Tailwind CSS), and highlighting strong growth in AI-driven traffic and orders alongside profitability. This cluster of AI initiatives and developer tools enhances Shopify’s ambition to be the interface layer for global, high-margin, software-based commerce infrastructure, even as investors weigh higher...

SHOP's competitors are also using AI to a large extent.

Shopify is delivering growth and profitability simultaneously. MercadoLibre is trading profit for market share across Latin America.

Coupang offers better value, but Shopify is seeing accelerating growth from AI-driven traffic.

PayPal (PYPL) stock has gained about 24% over the past three months (as of Sept. 24, 2026), but it is still down 21% over the past year. In late August, the shares fell 13% in premarket trading after Bloomberg News reported that a consortium of Advent International and Stripe had abandoned its pursuit of PayPal.

Shopify Inc. (NASDAQ:SHOP) is bringing Tailwind Labs into its platform through an acquisition of the widely used open-source design tool. The deal adds another piece to the company’s vision of becoming the interface layer for “agentic commerce.” The transaction appears small and strategically logical at first glance. However, it comes as Shopify shares have been […]

Zacks.com users have recently been watching Shopify (SHOP) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Amazon (AMZN) said Friday it is adding tools that let sellers manage listings, orders and inventory

Shopify Inc. (NASDAQ:SHOP) has signed a deal to make eligible Shopify stores fully shoppable through Meta’s new AI agent Muse. Amazon is taking the opposite approach, actively blocking Muse and a growing list of AI shopping tools from its platform. The contrast reflects two different approaches to agentic commerce. Shopify is opening its doors on […]

Who will win in the latest AI power struggle?

Amazon blocked Meta Platforms (NasdaqGS:META) Muse AI shopping assistant from accessing its marketplace, escalating a clash over AI commerce control. Meta has been positioning Muse as an AI agent that helps users compare products and pricing across multiple online retailers, including Amazon. The block complicates Meta's push to expand AI shopping tools alongside partnership efforts such as its tie up with Shopify. Amazon's move to shut out Meta's Muse assistant is only one piece of a...

PayPal Powers Meta's Muse as AI Shopping Enters New Era

Meta Platforms (NASDAQ:META) used its Connect event to outline an expanded artificial intelligence strategy centered on Muse, a personal agent the company said is designed to help users complete tasks, manage information and interact across devices. The event’s keynote speaker described personal su

Two e-commerce heavyweights gave the same AI shopping agent opposite answers this week. I think the one that said yes made the right call -- but the stock's two-day pop is another matter.

Meta Platforms wants to dominate the personal AI space with smartglasses as the primary means of interacting with it.

For years, the promise of AI agents has been stuck in a loop of chat-based assistance. They could summarize your emails or draft your calendar invites, but they rarely moved money. Over a two-week window in September 2026, Meta changed that — assembling a commerce infrastructure that lets its Muse agent move from product discovery […]

In the latest trading session, Shopify (SHOP) closed at $142.33, marking a -3.66% move from the previous day.

Shares of AT&T, insurers, travel agents and other consumer stocks have been hit by worries that Muse will hurt their businesses.

The VC firm says that AI-native companies are growing faster than any technology, ever.

The payments giant sent a fortune back to its owners, yet the stock stumbled. Here’s the paradox of what that cash really bought, and what has to happen next.

Meta Platforms, Inc. and Shopify Inc. are teaming up to bring AI-powered shopping and checkout to Meta’s Muse personal AI agent. Meta Muse Partners With Shopify For AI Shopping Meta’s Muse will integrate with Shopify’s e-commerce infrastructure, allowing the AI...

Two of retail’s biggest names just took opposite bets on AI shopping agents, and only one stock is moving on it.

Check out the companies making headlines yesterday:

Shopify just surged on a blockbuster Meta checkout deal while Wall Street lines up behind a target far above where we stand. Here is why our more cautious number still makes a compelling case for buying.

Two partners in the same agentic checkout deal are moving in opposite directions Wednesday morning, and a fresh move by one of the world's largest storefronts is rewriting the ceiling on how far the agreement can reach.