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

The Nasdaq closes at a record for second straight day. Plus, two Fed officials on why the central bank had no choice but to raise rates.

Shopify stock and shares in Twilio gained amid expected upside from Meta Platform's rollout of "Muse," an AI personal assistant.

A relentless tech-stock rally pushed the Nasdaq 100 Index toward its first record since June on Tuesday, extending gains fueled by bets on artificial intelligence tools from the likes of Meta Platforms Inc.

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.

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

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

The No. 2 exec at OpenAI also led Instacart through its IPO in 2023.

Markets are bracing for Friday's CPI data after a brutal week of selling across stocks, bonds, and crypto, and Wall Street analysts are already reshuffling their ratings on names like Dell, Shopify, Novo Nordisk, and Fortinet before the dust settles.

FedEx Duty and Tax, part of the carrier's new suite of global shipping tools, provides a cost guarantee at checkout and covers any overages to that amount.

Shopify announces acquisition of Tailwind Labs. Here’s what the deal really means for SHOP shares.

Shopify and its chief, Tobias Lütke, have instead plunged in. Shopify was quick to develop AI tools for customers, announcing an AI assistant called Sidekick in 2023. Early last year, Lütke wrote a memo to employees that explicitly made using AI a “baseline expectation” at the company, which makes software that helps retailers set up websites, process transactions and analyze their businesses.

Wall Street kicked off the week with a flurry of bold calls on some of the market's most closely watched names, and at least one stock just scored a target price hike of more than 50 percent from a major firm.

Joshua Kushner's Thrive Capital held Amazon shares worth about $215 million as of ‌the end of June, a regulatory filing showed ‌on Friday, adding to the venture capital firm's list of ​tech and AI investments. Known for its early investments in companies that have gone on to dominate their sectors, including OpenAI, SpaceX and Stripe, the venture capital firm has ‌been looking for ⁠opportunities in large technology companies to expand its public-market holdings. • Thrive held 904,038 Amazon ⁠shares valued at $215.5 million as of June 30, the filing showed.

Joshua Kushner’s Thrive Capital has bought up roughly $215 million worth of shares in Amazon.com Inc., building on the venture firm’s push to invest in public companies.

Moby summary of The Beachbody Company, Inc.'s Q2 2026 earnings call

Shopify shares gapped nearly 18% higher Wednesday

SHOP's Q2 call highlights agentic commerce, AI-driven order growth and expanding payments, backed by broad GMV gains and operating leverage.

Moby summary of Shopify Inc.'s Q2 2026 earnings call

Shopify Inc (SHOP) delivers exceptional Q2 2026 results with record GMV, robust AI adoption, and strong enterprise momentum, despite margin dilution from mix shift.

Vaibhav Global Ltd (BOM:532156) reports a 37% EBITDA surge driven by one-time tariff refunds and digital expansion, while navigating a cautious consumer environment in key markets.

Shopify beat Wall Street expectations, raised its outlook, and argued that AI companies are becoming partners—not competitors—of its e-commerce platform.

On this episode of Stock Movers: - Advanced Micro Devices (AMD) shares are lower after the semiconductor firm's second-quarter revenue and third-quarter sales forecast underwhelmed investors expecting a stronger performance given rising demand. - Disney (DIS) shares are climbing as profit beat Wall Street estimates in the company's fiscal third quarter, driven by soaring income from its entertainment division and the resilience of its theme parks in California and Florida. - Shopify (SHOP) shares are soaring after it reported revenue for the second quarter that beat the average analyst estimate. President Harley Finkelstein said it was a "monster quarter" for the company.

Shopify (SHOP) delivered earnings and revenue surprises of +7.69% and +4.36%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

The benchmark US stock measures were trending higher in Wednesday's premarket activity amid growing

Shopify posted a surge in second-quarter profit, driven by gains across both its subscription software and merchant services units.

Analyst upgrades are piling up ahead of earnings

SHOP heads into Q2 earnings with high-20% revenue growth expected, fueled by GMV, payments and AI.

The benchmark US stock measures were pointing higher before the opening bell Monday as President Don

It is another big week on the earnings front with a lots of big name companies reporting. This week could make or break the market. This week we have SpaceX, Advanced Micro Devices, Palantir Technologies, Sandisk, Uber Technologies, McDonald’s, Caterpillar, Merck & Company, Disney, Shopify and Arista Networks all reporting in what shapes as a busy and pivotal week for stocks.