News

Shopify plans to allow Meta’s personal AI agent to complete purchases on behalf of users with the e-commerce platform’s roster of stores.

Ark Invest added nearly $25 million of CoreWeave as it trimmed several major AI and technology holdings

MercadoLibre (MELI) produced free cash flow worth 13.7% of its market value over the past twelve months, about three times the 4.5% yield of the median S&P 500 company. A yield that high usually marks either a bargain or a business the market expects to shrink. MercadoLibre fits neither neatly. Its revenue grew 46% over the same twelve months, and management is holding profit down on purpose to keep it growing.

Ark is quietly reshuffling risk across high-growth assets

PayPal (PYPL) stock has fallen 14.2% over the past month to about $52, and it is still up 23.6% over three months. The bigger question is how far PayPal falls when a real market shock arrives, and how long it stays down. Its record says further than the market. Its turnaround asks for a long wait.

Shopify's CEO mandated that staff prove AI couldn't replace them before new hires were approved. Now he has a name for what that policy produced inside the company, and it is not a compliment.

Meta Platforms (NasdaqGS:META) faces a French privacy probe into its AI-powered smart glasses following recent complaints about data collection. Regulators in France are examining whether the AI glasses comply with EU data protection rules for audio and visual recording in public spaces. Meta has partnered with Shopify to integrate its Muse AI tools into agentic payments, aiming to streamline embedded checkout flows for merchants. The French inquiry into AI glasses and the Shopify Muse...

The e-commerce specialist turned a decade of merchant growth into a roughly 31-fold return. But would I buy the stock today?

Affirm Holdings, Inc. (NASDAQ:AFRM) has underperformed the broader market year to date, but the tide is slowly turning. Robust growth in interest-bearing loans, a strategic partnership with Shopify in Australia, and accelerating volumes at Amazon provide multiple avenues for continued growth. On September 12, Goldman Sachs raised its price target to $115 from $106, citing […]

Cathie Wood's ARK Invest funds made a broad move out of crypto-linked assets during the week, led by the sale of more than 1.5 million shares of the ARK 21Shares Bitcoin ETF.

The commerce company has made major inroads into embedded finance, a strategy that could get a boost from partnering with the social media giant's new AI agent.

'OpenAI Sponsored Agents' launched earlier this week with new integrations, with HubSpot the first CRM integration. The updates represent the next step in automation and building OpenAI's AI-based advertising platform, making the ads a part of the conversation with brands.

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

He said AI is helping workers produce more output, but the quality of it is so bad that their colleagues have to spend more time fixing it

PayPal (PYPL) has gained 27% over the past three months while the S&P 500 returned 0.7%. Over the trailing twelve months, the stock is still down 18.7%, so the whole gain is recent. A gain that recent still needs an operating reason to hold, and management points to what PayPal lends, not to the checkout button.

One of these companies earns more than 40% of its annual operating profit in the holiday quarter. But it's not the stock I'd buy first.

SHOP slides 12.6% in a month as growth concerns and a rich valuation weigh, while AI commerce, payments and enterprise expansion support prospects.

Meta's new AI shopping agent can place orders on a shopper's behalf without them ever visiting a merchant's website, and Shopify sits right in the middle of that transaction flow. Whether that position is a windfall or a slow erosion of merchant power depends on terms nobody has disclosed yet.

Shopify leads in its niche, but it may not necessarily compare well to all the tech giants.

Shopify has given long term holders a powerful ride over the past few years, yet the stock is currently down over shorter windows, which naturally raises a simple question for anyone looking at the chart today: Do the cash flows that Shopify can generate over time really support where the share price now sits, or has sentiment moved ahead of the underlying math? Over the past 3 years the stock has gained 122.6%, which puts a lot of weight on whether the underlying cash flows can justify that...

The quiet deal that reveals where Meta’s AI cash is going

In the latest trading session, Shopify (SHOP) closed at $130.36, marking a -2.64% move from the previous day.

Navan shares fell over 15% despite strong Q2 revenue growth and raised guidance, as investors weigh rising AI-related costs and the newly acquired BoomPop events platform.

What happens when a guy who's never worked in fashion decides to solve a major problem with menswear? You get Collars & Co, the dress-collar polo brand that went from 300 shirts to a Shark Tank deal, a brick & mortar expansion, and millions in sales. Founder Justin Baer joins Elizabeth Gore to talk about viral success, the power of "no," and why paid influencers aren't the guaranteed win they used to be.

What happens when a guy who's never worked in fashion decides to solve a major problem with menswear? You get Collars & Co, the dress-collar polo brand that went from 300 shirts to a Shark Tank deal, a brick & mortar expansion, and millions in sales. Founder Justin Baer joins Elizabeth Gore to talk about viral success, the power of “no,” and why paid influencers aren't the guaranteed win they used to be.

PayPal moves up three places as analysts weigh its profit outlook, buybacks and PYUSD growth against slower user gains.

Payoneer CEO John Caplan explains why he loves helping entrepreneurs and how any founder can borrow his transformation playbook.

Shopify (SHOP) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Goldman Sachs and many other analysts are growing more confident in Affirm’s long-term growth story.

During the September 8 episode of Mad Money, examining consumer demand and macroeconomic pressures surrounding Affirm Holdings, Inc. (NASDAQ:AFRM), Jim Cramer commented: How about the buy now, pay later business that’s Affirm? Max Levchin’s company has 28 million active customers. Affirm has a, it’s got a who’s who of partners including the biggest Amazon, Costco, […]