$151.39+2.30|(+1.54%)
52W H: 182.1952W L: 94Beta: 2.70

About Shopify Inc

Frequently Asked Questions

What is the 52-week range for SHOP?

The 52-week high is $182.19 and the 52-week low is $94.

What is the P/E ratio for SHOP?

The Price to Earnings (P/E) ratio is 101.03.

What is the dividend yield for SHOP?

This company does not currently pay a dividend or the data is unavailable.

What is the Return on Equity (ROE)?

The trailing twelve months (TTM) Return on Equity is 15.07%.

What is the Net Profit Margin?

The Net Profit Margin (TTM) is 14.53%.

What is the Price to Book (P/B) Ratio?

The annual Price to Book ratio stands at 15.55.

Analyst Recommendation Trends

Wall Street analyst consensus for SHOP over the last few months:

2026-09-01
Buy: 32
S.Buy: 11
Hold: 12
Sell: 0
2026-08-01
Buy: 31
S.Buy: 11
Hold: 10
Sell: 0
2026-07-01
Buy: 32
S.Buy: 10
Hold: 11
Sell: 0
2026-06-01
Buy: 32
S.Buy: 10
Hold: 11
Sell: 0

Latest SHOP News

How Muse Stacks up Vs. OpenAI Dots

Investing.com -- Meta Platforms is gaining an early edge in the emerging AI-agent market through its large consumer audience and advertising ecosystem, even as OpenAI and Google appear to have stronger capabilities for open-ended reasoning, Truist Securities said.

Yahoo10/3/2026

Meta's Muse AI: Good or Bad for E-Commerce? Shopify and Amazon Are Taking Opposite Approaches.

The popular AI agent can do your shopping for you as long as you don't shop on Amazon.

Yahoo10/3/2026

$30k/month founder's advice: don't build a SaaS to do nothing...

Bro’s advice: don’t build a SaaS to do nothing.Jack built Profit.ai (a Shopify app doing $30K MRR) with zero coding background. His one piece of advice for anyone trying to make the leap:Don’t aim for lazinessIf your goal is “make money while doing nothing,” you’ll get replaced fastJust ask Claude if it can do the thing, then stick at it

Yahoo10/3/2026

3 Growth Stocks Retail Investors Are Watching as Rate Cut Odds Rise

The jobs report just surprised Wall Street, with softer hiring, slower wage gains and rising unemployment all feeding a fresh reset on interest rate expectations. When rate fears cool, investors often rush to reprice growth stories that move fast when yields shift, worried they will miss the early move. This article explains that link and discusses three rate sensitive growth stocks that screens suggest are especially exposed to this latest news. The stocks highlighted below are only a first...

Yahoo10/2/2026

The Zacks Analyst Blog Highlights Cisco Systems, Shopify, Starbucks and Smith-Midland

Cisco, Shopify and Starbucks show growth from AI, merchant expansion and stronger traffic, while Smith-Midland builds backlog and recurring revenue.

Yahoo10/2/2026

I've Covered Shopify for 5 Years. Here's Whether the Stock Is Overvalued Right Now.

Shopify remains a great stock to hold, but should you add more shares at these levels?

Yahoo10/2/2026

Chewy vs. Shopify: Which Consumer Stock Is a Better Buy in 2026?

Chewy trades at a steep discount on valuation metrics, while Shopify commands a premium tied to its 30% revenue growth and superior profitability.

Yahoo10/1/2026

$100 Invested In Shopify 10 Years Ago Would Be Worth This Much Today

Shopify (NASDAQ:SHOP) has outperformed the market over the past 10 years by 28.82% on an annualized basis producing an average annual return of 42.31%. Currently, Shopify has a market capitalization of $191.52 billion.

Benzinga10/1/2026

What Could Derail PayPal Stock?

PayPal (PYPL) stock has lost 24% in the twelve months to September 30, 2026, while the S&P 500 rose 14.4%. Investors are worried, and you need to know if that worry is overdone. PayPal needs its faster-growing businesses, such as Venmo, to earn more. PayPal also needs shoppers to keep choosing it at online checkout, where trouble could start. So what could go wrong for PayPal at online checkout.

Yahoo10/1/2026

Top Research Reports for Cisco, Shopify & Starbucks

Cisco, Shopify and Starbucks highlight AI-driven growth, merchant expansion and improving customer traffic, while Smith-Midland builds its backlog.

Yahoo10/1/2026

Inside OUSD’s big stablecoin launch

Scott Melker discusses the launch of the OUSD (OUSD-USD) stablecoin going live on Mastercard (MA), Stripe, and Coinbase (COIN). (COIN)"The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto.

Yahoo10/1/2026

Visa-Led Consortium Launches OUSD Stablecoin

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

Yahoo10/1/2026

AppLovin Falls 3% as Wells Fargo Calls Pixel Install Spike a False Start; Trade Desk Sits Out the Selloff, Magnite Dips

A single research note is reopening the debate over how much real merchant traction sits behind AppLovin‘s (NASDAQ:APP) e-commerce push. AppLovin stock is down 3% to $281.31 this morning. Meanwhile, shares of The Trade Desk (NASDAQ:TTD) are up 0.2% to $12.20, sitting out the selling that has hit AppLovin stock. Magnite (NASDAQ:MGNI) shares are sliding […]

Yahoo10/1/2026

META Expands Muse for Small Businesses: Will Ad Growth Accelerate?

Meta Platforms expands Muse for small businesses, linking AI to ads, sales and operations as advertising growth and AI adoption strengthen across its platforms.

Yahoo10/1/2026

Two of Ecommerce’s Biggest Names Just Launched a Silent War

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.

Yahoo10/1/2026

Shopify's money transmitter licences could lift 2028 operating income, Jefferies says

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...

Yahoo9/30/2026

Stripe's Bridge Launches OUSD, the Stablecoin That Pays Its Distributors

OUSD, a new Stripe-issued stablecoin, is live across four chains.

Yahoo9/30/2026

Shopify vs. DoorDash: Which E-Commerce Stock Has an Edge Now?

SHOP's diversified merchant ecosystem, enterprise adoption, AI-driven commerce, and stronger earnings growth outlook give it an edge over DASH.

Yahoo9/30/2026

Open Standard issues dollar stablecoin backed by Visa, Stripe, and Mastercard

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.

Yahoo9/30/2026

Remember Siri? In the Muse and Dots era, Apple needs to pick it up.

Yahoo Finance Executive Editor Brian Sozzi sounds the alarm about Apple's (AAPL) Siri as new AI assistants from Meta (META), OpenAI (OPAI.PVT), and Salesforce (CRM) flood the market.

Yahoo9/30/2026

Mastercard, Visa, Stripe-Backed Consortium Enters USD Stablecoin Market

Visa, Stripe and 100+ companies launched OUSD, a dollar-pegged stablecoin backed by $1 billion in planned liquidity to challenge Tether and USDC.

Benzinga9/30/2026

Shopify's Merchant Solutions Growth Accelerates: More Upside Ahead?

SHOP's Merchant Solutions revenues surge 37% as higher GMV, deeper payments penetration and global expansion strengthen its transaction base.

Yahoo9/30/2026

MoEngage Launches New Customer Engagement Platform for Shopify: Revolutionizing User Experience with Real-time Integration

MoEngage, the agentic engagement platform trusted by more than 1,350 brands including Loblaws, Poshmark, Nestlé, and Farfetch, today announced MoEngage for Shopify, a native integration that unifies a merchant's Shopify data across 16+ channels including email, SMS, app and web push, WhatsApp, and on-site personalization in real time.

Yahoo9/30/2026

Bank of America Flags Surprising Risk to Apple Stock

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

Yahoo9/30/2026

Morgan Stanley Bullish on Shopify Stock as Agentic AI Shopping Trend Gains Momentum

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.

Yahoo9/30/2026

2 Covered Call Ideas on Shopify Stock. Which One is Better?

After a couple of bullish years in the markets, investors might be more interested in generating income rather than capital gains. Today, we’re looking at two covered call examples on Shopify stock.

Yahoo9/30/2026

Why Is PayPal Holdings (PYPL) Tightening Fraud Controls Across Its Payments Network?

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...

Yahoo9/30/2026

Mark Zuckerberg's Muse Could Charge You for Saving You Money — META President Reveals AI Agent's Potential Monetization Model

Meta President Dina Powell McCormick reveals Muse AI will monetize by taking a fee on user savings and offering paid subscriptions.

Benzinga9/30/2026

Shopify Stock Is Up 30% in Three Months & Numbers Point to 170% More Upside in the Long Run. Here’s Why.

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.

Yahoo9/30/2026

Why the Market Dipped But Shopify (SHOP) Gained Today

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

Yahoo9/29/2026

Uber's Total Revenue Trounces Shopify's, but Shopify Is Delivering Blistering Growth. Here's the Next Catalyst to Watch.

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

Yahoo9/29/2026

Apple Could Keep Selling iPhones and Still Lose a Key AI Battle

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.

Yahoo9/29/2026

Meta Wants Its AI to Help Run Your Business

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

Yahoo9/29/2026

Meta’s Muse Has Found Apple’s Weak Spot, Bank of America Warns

Meta’s Muse could bypass Apple’s control of user intent, forcing Siri, Apple Pay and Apple’s AI strategy to evolve much faster.

Benzinga9/29/2026

Going Rogue and Getting a Wallet: The $53 Billion AI Commerce Crisis No One Is Ready For

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.

Yahoo9/29/2026

Apple Stock Falls After Bank of America Flags a New AI Threat

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

Yahoo9/29/2026

Jim Cramer’s META Muse Bull Case Is About to Get a Revenue Test

Jim Cramer sees Meta’s Muse reshaping its valuation. Now paid plans and business adoption will test whether AI can become a revenue engine.

Benzinga9/29/2026

Meta’s Muse Is Taking Aim at E-Commerce, But Amazon Isn’t Playing Along

Meta plans to monetize its Muse AI agent via transaction fees on e-commerce, adding Walmart, Best Buy, and Wayfair as partners while Amazon blocks Muse from its site.

Yahoo9/29/2026

Meta is looking beyond consumers to turn its massive AI investment into profits.

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

Yahoo9/29/2026

Is Shopify (SHOP)’s AI Opportunity Bigger Than it Looks?

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 […]

Yahoo9/28/2026

FBI Turns to NFL Players as E-Commerce Probe Expands

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.

Yahoo9/28/2026

Meta: More Cautious Than Before, More Bullish Than Ever

Meta Platforms is a Buy because AI agents unlock massive revenue opportunities, and enterprise solutions target a $155B market. Read more on META stock here.

SeekingAlpha9/28/2026

Market America completes sale of SHOP.COM domain name, ushering in a new era for the global entrepreneurship company

Market America Worldwide today announced the completion of the sale of the SHOP.COM domain name to Shopify, marking a significant milestone in the company's digital evolution and the beginning of a new chapter for the 34-year-old global business.

Yahoo9/28/2026

Shopify's Subscription Growth Accelerates: More Upside Ahead?

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

Yahoo9/28/2026

Stock Market Today: Dow Falls, Trump Rejects Iran Deal; Oil, Yields Jump As Nvidia Rises On Buyback (Live Coverage)

Stock Market Today: The Dow Jones index drops Monday after Trump rejected an Iran peace deal. Oil prices and Treasury yields jump.

Yahoo9/28/2026

IPQS Expands Integration Ecosystem for Fraud Prevention and Digital Risk Intelligence

Expanded ecosystem connects IPQS fraud intelligence with Shopify, Salesforce, HubSpot, Splunk, CrowdStrike, Stripe, PayPal and other leading enterprise platformsLAS VEGAS, Sept. 28, 2026 (GLOBE NEWSWIRE) -- IPQualityScore (IPQS), a provider of fraud prevention and digital risk intelligence, today announced the expansion of its integration ecosystem, giving organizations more ways to apply risk signals within the systems they use to manage customer acquisition, account access, transactions and se

Yahoo9/28/2026

Mark Zuckerberg's Muse Remains Locked Out As Amazon Says Meta Never Got Permission; Cathie Wood's ARK Calls It A 'Great Test' For Loyalty

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

Yahoo9/28/2026

Amazon Opened Seller Central to Walmart and eBay but Blocked Meta’s Muse. Here’s What Connects the Two Moves

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.

Yahoo9/27/2026

Could AI Commerce Reshape Meta (META)’s Business Model?

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 […]

Yahoo9/27/2026

Shopify Stock Is Up 51% From Its 52-Week Low. Can Agentic Commerce Keep It Climbing?

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

Yahoo9/27/2026

Shopify (SHOP) Is Up 10.7% After New Meta AI Pact And Tailwind Labs Deal - Has The Bull Case Changed?

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...

Yahoo9/27/2026

Shopify Just Signed an AI Deal With Meta, but I Wouldn’t Rush to Buy SHOP Stock

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

Yahoo9/26/2026

MercadoLibre vs. Shopify: Which Stock Is a Better Buy in 2026?

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

Yahoo9/26/2026

Coupang vs. Shopify: Which Stock Is a Better Buy in 2026?

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

Yahoo9/26/2026

How Much Upside Does PayPal Stock Have Without A Buyer?

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.

Yahoo9/25/2026

Shopify’s Tailwind Acquisition Feeds the Agentic Commerce Story, But the Market Is Already Nervous About the Bill

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 […]

Yahoo9/25/2026

Why B2B Product Page Optimization Fails When Industrial Buyers Still Add Every SKU One at a Time

Optimum7’s bulk-order functionality for Shopify and BigCommerce lets B2B buyers enter multiple SKUs and quantities together or upload an Excel order instead of opening product pages one at a time.Industrial buyers can search by part number, fitment and technical specifications when those attributes are available to the site’s search and filtering system.For products priced by square feet, weight, volume, perimeter or other measurements, Optimum7 builds calculators that apply product-specific for

Yahoo9/25/2026

Doba Partners With AC Hampton to Connect Ecommerce Education With Dropshipping Operations

The partnership combines Supreme Ecom’s ecommerce education with Doba’s product research, sourcing, multichannel listing, inventory synchronization and fulfillment capabilities. Doba announces a strategic partnership with AC Hampton and Supreme Ecom. SALT LAKE CITY, Sept. 25, 2026 (GLOBE NEWSWIRE) -- Doba, an AI-powered, U.S.-focused dropshipping platform, today announced a strategic partnership with ecommerce educator AC Hampton, founder and CEO of Supreme Ecom. The collaboration combines Supre

Yahoo9/25/2026

Shopify Inc. (SHOP) Is a Trending Stock: Facts to Know Before Betting on It

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.

Yahoo9/25/2026

Amazon: Meta's Muse Just Handed Investors A $65 Billion Gift

Amazon.com, Inc. stock under pressure as rates rise and FCF stays negative. Click for this AMZN update and see if it is the right stock for you.

SeekingAlpha9/25/2026

Amazon Expands Multichannel Tools for Sellers

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

Yahoo9/25/2026

Shopify Opens Its Doors to Muse, Here’s Why Amazon Won’t

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 […]

Yahoo9/24/2026

Amazon Blocks Meta's Muse. It Could Be a Gift for Walmart and Shopify

Who will win in the latest AI power struggle?

Yahoo9/24/2026

Meta Platforms (META) Gets Blocked From AI Shopping Access as Commerce Tensions Rise

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...

Yahoo9/24/2026

PayPal Strikes Major Meta AI Shopping Deal

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

Yahoo9/24/2026

Zefir Surpasses $530 Million in WhatsApp Revenue for Shopify Brands, Releases Benchmark Data on WhatsApp Automation Performance

Meta Business Partner publishes performance data across 317 e-commerce brands, including open rates, conversion rates, ROI, and revenue contribution across WhatsApp automation flows.RIGA, LATVIA / ACCESS Newswire / September 24, 2026 / , a Meta Business Partner and Shopify Partner, today announced that its WhatsApp revenue infrastructure has generated more than $530 million in attributed revenue.

Yahoo9/24/2026

Amazon Rolling Out Multichannel Selling Tools In Seller Central For eBay, Shopify, TikTok, Walmart Integration; Tool To Be Launched For U.S. Settlers Without Any Additional Charge

https://www.aboutamazon.com/news/small-business/amazon-seller-central-multichannel-selling-tools

Benzinga9/24/2026

Shopify (NASDAQ:SHOP) Flashes High-Growth Leadership but Momentum Confirmation Lags in CAN SLIM Screen

Shopify passes most CAN SLIM criteria on strong revenue growth and low debt, but high valuation and weak technicals signal caution.

ChartMill9/24/2026

Meta Platforms Unveils Muse AI Agent, Expands Smart Glasses and VR Push

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

Yahoo9/24/2026

Amazon Blocked Meta's AI Shopping Agent. Shopify Welcomed It -- and Gets Paid on Every Checkout.

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.

Yahoo9/24/2026

Meta Puts Apple Firmly in Its Sights With New VR Glasses

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

Yahoo9/24/2026

Meta Just Built the First Integrated Agent-Commerce Stack — Shopify, Stripe, PayPal, All on One Agent

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 […]

Yahoo9/24/2026

Shopify (SHOP) Sees a More Significant Dip Than Broader Market: Some Facts to Know

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

Yahoo9/23/2026

‘Consumer Inertia’ Is in Meta Muse’s Crosshairs. These Stocks Are Getting Hammered.

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

Yahoo9/23/2026

VC firm Bessemer now has another $5.75B to invest in (what else?) AI

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

Yahoo9/23/2026

These Stocks Were Hit Hard by Meta’s New AI Agent. That Could Be an Overreaction.

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

Yahoo9/23/2026

PYPL Showered Owners With Cash. The Stock Still Lagged The Market

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.

Yahoo9/23/2026

Amazon blocks Meta's Muse but Shopify opens the door

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

Yahoo9/23/2026

Muse AI Is Already Forcing Tough Choices for Retailers. Amazon Isn’t Immune.

Meta Platforms may have the first breakout winner with consumers in its Muse AI agent. If it keeps up the momentum, Muse is going to force website owners to make some difficult decisions about how much access they are willing to allow it, if any. Personal agents released earlier this year like OpenClaw proved too complex for most people.

Yahoo9/23/2026

SHOP Stock Drops Over 7% On Meta Pay-Muse Image — Why Rosenblatt Says Shopify Selloff Is Unjustified

An image posted on X showing Meta Pay as a payment option in Muse alongside Shop Pay drove the selloff, but Rosenblatt said it does not appear to threaten Shopify’s payments business.

Yahoo9/23/2026

Shopify (SHOP) Moves 7.1% Higher: Will This Strength Last?

Shopify (SHOP) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Yahoo9/23/2026

Stocks making big moves yesterday: AutoZone, Natera, Shopify, Twilio, and Lennar

Check out the companies making headlines yesterday:

Yahoo9/23/2026

Shopify Price Prediction: Wall Street Sees More Upside Than We Do

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.

Yahoo9/23/2026

a16z’s new academy wants to be the anti-college for aspiring tech founders

The town famously full of college dropouts that started companies will soon have a $42 million school for founders.

Yahoo9/23/2026

Shopify Sinks 5%, Meta Ticks Up as Muse Deal Rally Unwinds; Amazon Slips

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.

Yahoo9/23/2026

Shopify Became AI’s Checkout Layer This Week. Here’s Where the Stock Could Go in 2026

Key Stats for Shopify StockCurrent Price: $147. 74Model Entry Price: $137.

Yahoo9/23/2026

Meta Muse vs. Elon Musk’s X: The Battle for the ‘Everything App’

Meta Muse and Elon Musk’s X are taking different paths to the “everything app” as AI commerce and digital payments converge.

Benzinga9/23/2026

Why Is Shopify Stock Falling on Wednesday?

Shopify Inc. (NASDAQ:SHOP) stock dips Wednesday amid a "sell the news" reaction.

Benzinga9/23/2026

Canada's Banks To Accept Tokenized Deposits

Canada's six leading banks are planning to launch a Canadian-dollar tokenized deposit system designed to move m...

Yahoo9/23/2026

Morgan Stanley says AI agents could boost, not threaten, call-center firms

Investing.com -- Morgan Stanley said in a note Wednesday that the rise of consumer AI agents such as Meta's Muse could benefit communications and software vendors long seen as vulnerable to automation, rather than threaten them.

Yahoo9/23/2026

Meta: Muse Could Become The Middleman For The Entire Internet Economy

Meta Platforms’ Muse could shift Meta to agentic commerce and transaction-based revenue. Click for this updated look at META.

SeekingAlpha9/23/2026

Shopify: Not Convinced By Muse

Shopify Inc. stock faces overvaluation and macro headwinds as AI headlines fade. Click for this updated look at SHOP stock as it embarks on its venture with META.

SeekingAlpha9/23/2026

As Amazon Strikes a Blow Against the New Muse Bot, Here’s How You Should Play META Stock

Meta’s Muse is gaining traction despite Amazon’s pushback, keeping analysts optimistic about the company’s AI-driven growth.

Yahoo9/23/2026

Shopify and Meta sign deal on AI-agent shopping

The partnership will enable agentic checkout via Shop Pay across the platform's full roster of stores.

Yahoo9/23/2026

Meta Just Leapfrogged Everyone In The AI Race

Meta Platforms, Inc. is a Strong Buy as AI agent Muse drives agentic commerce beyond ads. Click for this updated look at META stock.

SeekingAlpha9/23/2026

Wedbush Reiterates Outperform on Shopify, Maintains $176 Price Target

Wedbush analyst Ygal Arounian reiterates Shopify (NASDAQ:SHOP) with a Outperform and maintains $176 price target.

Benzinga9/23/2026

One AI Agent, Two Verdicts: Muse Lifts the Nasdaq to a Record and Knocks the Banks

Meta's AI agent Muse split Wall Street on Tuesday: the Nasdaq and Nasdaq 100 closed at records on chip strength and Shopify's commerce tie-up, while banks and software sold off on Moody's refinancing warning and fears of AI disruption. Oil kept sliding as diplomacy at the UN took center stage.

ChartMill9/23/2026

Shopify (SHOP) Could Be 30% Below Fair Value On Meta Muse Checkout News

Shopify (NasdaqGS:SHOP) moved back into focus after Meta’s Muse AI agent gained the ability to browse Shopify-powered stores and complete purchases through Shop Pay across all merchants on the platform. The Muse announcement arrived after a choppy spell for Shopify, with the share price down 6% year to date and the 1 month share price return slightly negative. However, the stock has recently regained momentum, with a 7 day share price return of 13.8% and a 90 day share price return of 29.4%...

Yahoo9/23/2026

Review & Preview: Musing Over AI

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.

Yahoo9/22/2026

Shopify Stock Jumps on Meta Muse Deal: Time to Buy?

Shopify (SHOP) shares jumped 7% on Tuesday after announcing a partnership with Meta Platforms (META) that will bring Shop Pay checkout capabilities to Meta's fast-growing Muse AI agent.

Yahoo9/22/2026

2 Beaten-Down Stocks to Buy Before They Bounce Back

The market may be underestimating these companies.

Yahoo9/22/2026

Meta’s Muse just changed the AI game

Is Meta finally catching up to OpenAI and Anthropic? In The Loop host Ejaaz Ahamadeen heads to Qualcomm's Snapdragon Summit in Maui to break down Meta's Muse: the AI model suddenly turning heads across the industry as a serious contender in the AI race. Then, Ejaaz sits down with Qualcomm CFO & COO Akash Palkhiwala for an inside look at how the chip giant is betting big on agentic AI, straight from one of tech's biggest stages.

Yahoo9/22/2026

SHOP Stock Jumps as Meta Expands Shopify Partnership

Shopify stock rallies as Meta expands its partnership with the e-commerce platform. Options traders believe SHOP shares will rip higher from here in the weeks ahead.

Yahoo9/22/2026

Meta's Muse AI teams up with Shopify, lifting its stock

Meta Platforms' (META) new AI agent Muse is teaming up with Shopify (SHOP) to help and enable consumers to complete online purchases. Yahoo Finance Tech Editor Dan Howley breaks down the value this represents for Meta.

Yahoo9/22/2026

PayPal Announces Meta Muse Partnership. It’s a Lifeline for the Stock.

PayPal customers can now use Meta’s Muse artificial-intelligence consumer agent to shop and check out, PayPal said Tuesday. Shares of PayPal rose 0.5% to $52.90 after the announcement. Meta Platforms stock fell 0.4% to $738.53.

Yahoo9/22/2026

Why Are Shopify (SHOP) Shares Soaring Today

Shares of e-commerce platform Shopify (NASDAQ:SHOP) jumped 7.5% in the afternoon session after CEO Tobi Lutke announced a partnership allowing Meta's newly launched Muse AI agents to complete checkouts across its platform.

Yahoo9/22/2026

Shopify Just Gave Meta's AI Agent a Major Boost

Amazon has blocked Muse and other third-party AI shopping agents from its platform.

Yahoo9/22/2026

Stock Market Today: Dow Skids As Trump Threatens Iran; Medical Diagnostics Plays Swoon (Live Coverage)

Stock Market Today: The Dow Jones index was lower after President Trump threatened Iran at the UN. Apple stock is near a buy point.

Yahoo9/22/2026

Why Shopify Stock Rocketed Higher Today

The e-commerce tools provider is leaning into AI agent shopping.

Yahoo9/22/2026

Sandisk, Lennar, Viking Therapeutics, Shopify, GameStop, and More Stocks That Explain Today’s Market

Sandisk rises. Rosenblatt initiates coverage of the stock with a Buy rating and a price target of $2,400.

Yahoo9/22/2026

Shopify (SHOP) Brings Shop Pay Checkout To AI Shopping Agents

Shopify (NasdaqGS:SHOP) is partnering with Meta to plug Shop Pay into Meta's AI assistant, Muse, for in-chat shopping. The integration allows Meta users to browse products, receive AI-driven suggestions and complete purchases using Shop Pay inside Muse. Merchants on Shopify gain another distribution channel as Muse connects AI driven product discovery directly to Shop Pay checkout. The Muse and Shop Pay tie up is important, but investors need to weigh it against Shopify's broader risks and...

Yahoo9/22/2026

Stock Market Midday, Sept. 22: Means Markets Muted Despite Tech Gains as Geopolitics Dominates

Investors watch for developments in the Middle East as rally slows on further oil uncertainty, today, Sept. 22, 2026.

Yahoo9/22/2026

Why Shopify Stock, Twilio Are Rising On Meta's Muse Rollout

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

Yahoo9/22/2026

PayPal Will Use Meta’s Muse, Too. PayPal Stock Rises.

PayPal customers can now use Meta’s Muse artificial-intelligence consumer agent to shop and check out, PayPal said Tuesday. Shares of PayPal advanced 1.2% to $53.26 after the announcement. Meta Platforms stock rose 1% at $748.94.

Yahoo9/22/2026

PayPal Joins Meta’s Muse Checkout Ecosystem — Partnership Extends AI Shopping Across Its Merchant Network

The Meta tie-up puts PayPal alongside Shopify and Stripe in Muse’s growing commerce ecosystem as the AI agent rapidly builds a consumer audience.

Yahoo9/22/2026

Meta’s Muse Is a ‘Killer Product’. It Won’t, However, Be the Death of Shopify.

Shopify stock rises for a second consecutive day as investors believe Meta’s Muse AI agent might be a very good thing for the company’s business.

Yahoo9/22/2026

Shopify Stock Soars. Meta Picks Shop Pay for AI Shopping Against Amazon

Shopify Lands Major AI Commerce Win as Amazon Blocks Meta's Muse

Yahoo9/22/2026

Nasdaq 100 Eyes First Record Since June as AI Euphoria Resumes

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.

Yahoo9/22/2026

Shopify Stock Rallies on Checkout Partnership With Meta’s New Muse AI Agent

Shopify stock is surging, thanks to a partnership with Meta’s hot new AI agent.

Yahoo9/22/2026

Shopify shares rise 8% after Meta's AI agent adds checkout integration

Shopify Inc (TSX:SH., NYSE:SHOP), the Canadian e-commerce platform, rose about 8% in early Tuesday trading after Meta Platforms integrated its Muse artificial intelligence (AI) agent with Shopify's Shop Pay checkout system. The agreement connects Meta's consumer-facing AI technology with...

Yahoo9/22/2026

Intuit Stock Slides Amid Meta's AI Collaboration Uncertainty

Intuit shares are trading lower Tuesday amid concerns Meta's Muse AI agent could disrupt legacy software offerings.

Benzinga9/22/2026

Fast Simon Streamlines Cross-Border Merchandising Within Shopify Markets

Brands now have the ability to merchandise and analyze stores across global markets from a single applicationWith Merchandising for Shopify Markets, global brands can simultaneously merchandise for opposite seasons, such as summer in Australia and winter in the U.S., and account for individualized country regulations, from one point of control.Per-market performance analysis within the Merchandising dashboard empowers brands with the “why” behind trends to confidently take action that drives sal

Yahoo9/22/2026

Meta, Shopify, AutoZone lead stocks on the move for Sept. 22

"The 8:30" hosts Julie Hyman, Pras Subramanian, and Jake Conley discuss stocks to watch on for Sept. 22, including Meta (META), Shopify (SHOP), and AutoZone (AZO).

Yahoo9/22/2026

JPMorgan Stock Slips as Traders Shift to Tech Sector

JPMorgan Chase shares are sliding Tuesday amid a broad financial sector selloff as investors rotate into tech stocks.

Benzinga9/22/2026

Landmark Global Launches App for Shopify App Store as Part of Its Digital Innovation Strategy to Simplify Cross-Border Commerce

BRUSSELS, September 22, 2026--Landmark Global, a leader in cross-border e-commerce delivery and international logistics solutions, today announced the launch of The Landmark Global App for the Shopify App Store, a new solution designed to support merchants selling internationally through Shopify. The app simplifies cross-border commerce for merchants expanding into international markets, from direct-to-consumer brands to marketplace sellers.

Yahoo9/22/2026

Commodity ETF Delivers Double Nvidia’s YTD Returns; Muse Ignites CPU Fever

CPU Fever Please click here for an enlarged chart comparing NVIDIA Corp (NASDAQ:NVDA) and Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) Note the following: The chart shows that

Benzinga9/22/2026

Shopify Spikes 7%, Meta Eases as Muse Agent Gains Shop Pay Checkout; Amazon Sits Out the Rally

Meta's Muse agent can now shop for you and check out on your behalf, but the company that quietly captured the transaction layer is not Meta. Here is why that detail is moving one stock sharply higher while leaving Amazon almost completely untouched.

Yahoo9/22/2026

Meta’s Muse Bump Is Great But Chip Stocks Remain the Best AI Bet

Meta Platforms stock got a big lift from excitement about its Muse agent but chip companies will be the biggest winners.

Yahoo9/22/2026

Shopify partners with Meta Muse for AI-powered checkout

Muse users will be able to browse Shopify merchants and complete purchases through Shop Pay, the platform's one-tap checkout service

Yahoo9/22/2026

Shopify Embraces Meta’s Muse Across All Stores as Amazon Blocks It – and the Merchant Landscape Splits in Two

The Three Errands That Failed On September 9, one day after Meta launched Muse, PYMNTS ran the agent through three basic consumer tasks: reordering toilet paper on Amazon, ordering a pizza from Domino’s, and booking a reservation on Resy. All three failed. PYMNTS reported the problem was not the AI’s reasoning. “It came down to […]

Yahoo9/22/2026

Wall Street Lunch: Meta's Muse Teams With Shopify After Amazon Ban

Shopify welcomes Meta's AI shopping agent after Amazon blocks it. Viking soars after its obesity drug delivers 22% weight loss. DoorDash admits it screwed up after drivers lost tips.

SeekingAlpha9/22/2026

Meta Partners With Shopify to Introduce AI-Powered Shopping and Checkout in Muse

Meta Platforms (NASDAQ:META) has announced a partnership with Shopify (NASDAQ:SHOP) to integrate shopping and payment capabilities into its recently launched artificial intelligence agent, Muse. Meta CEO Mark Zuckerberg confirmed the agreement on Monday in a post on X, saying the collaboration would “make shopping and checkout easier in Muse.

Yahoo9/22/2026

On Holding, Viking Therapeutics, Shopify And Other Big Stocks Moving Higher On Tuesday

U.S. stocks rose, led by On Holding's 13% surge after strong guidance and a $1B buyback; Viking Therapeutics and others also gained.

Benzinga9/22/2026

Meta's Muse Sends the Nasdaq to a Record and Rekindles the AI Trade

Meta's agentic AI assistant Muse lit a fire under tech on Monday, pushing the Nasdaq to a record close and lifting chipmakers by double digits. Cheaper oil, a ten-year yield back below 5% and a friendlier tone between Washington and Beijing did the rest, while Paramount cleared the last big hurdle for its Warner Bros. Discovery takeover.

ChartMill9/22/2026

Why Is Shopify Stock Surging on Tuesday?

Shopify Inc. stock gained Tuesday after announcing a partnership with Meta Platforms, Inc. to enable AI-powered shopping and checkout through Meta’s Muse assistant.

Benzinga9/22/2026

Chamath Palihapitiya Warns Amazon’s Blocking of Meta’s Muse AI Signals Bigger Battle Ahead: 'Everyone Will Start Blocking Everyone'

Palihapitiya warns Amazon’s block of Meta’s Muse AI shopping agent may spark wider AI platform battles as agents reshape e-commerce.

Benzinga9/22/2026

Amazon Blocks Meta’s Muse AI Shopping Assistant, Raising Stakes in Battle Over the Future of E-Commerce: ‘Bigger Battle Than Anyone Anticipates’

Amazon’s decision to block Meta’s Muse has fueled concerns that AI agents could reshape online shopping and e-commerce platforms.

Benzinga9/22/2026

META Stock Rallies As Muse AI Tops App Charts — Exec Admits It’s ‘Heavily Inspired’ By OpenClaw

Meta’s new AI agent sparks a broader debate over agentic AI, platform access and the future of app-based services.

Yahoo9/22/2026

Mark Zuckerberg Says 'More Partnerships' Coming as Meta Teams With Shopify to Power AI Purchases: 'Shoppers Find More, Shops Sell More'

Meta and Shopify announced that they are partnering to enable AI-powered shopping and checkout through Meta’s Muse agent.

Benzinga9/22/2026

Cathie Wood Makes a Big AI Bet and Cuts Bitcoin Exposure

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

Yahoo9/21/2026

Is MercadoLibre Stock As Cheap As Its Cash Says?

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.

Yahoo9/21/2026

Cathie Wood Makes Big AI Bet, Trims Bitcoin ETF

Ark is quietly reshuffling risk across high-growth assets

Yahoo9/21/2026

How Far Could PayPal Stock Fall While Its Turnaround Plays Out?

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.

Yahoo9/21/2026

Vaulted Deep Secures $35 Million in Debt Financing to Expand Nationwide

Vaulted Deep, a waste management company building subsurface infrastructure for organic waste, today announced a $35 million debt facility from Mediobanca to expand its national buildout. The financing, arranged by CFP Energy, a leading provider of market-based energy transition solutions, is the largest publicly disclosed U.S. commercial debt deal in durable carbon removal to be secured by long-term purchase contracts. It demonstrates how such contracts can help companies borrow from mainstream

Yahoo9/21/2026

Shopify’s CEO Made Staff Prove AI Couldn’t Do Their Jobs. Now He Says They’re Tossing AI “Slop Grenades” at Each Other.

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.

Yahoo9/21/2026

Meta Platforms (META) Faces A Privacy Probe In France

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...

Yahoo9/21/2026

A $10,000 Stake in Shopify Is Worth About $311,000 a Decade Later. The Business Grew Almost as Much as the Stock.

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

Yahoo9/19/2026

Is Affirm Holdings, Inc. (AFRM) Stock a Buy After Goldman Sachs Raised Its Price Target?

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 […]

Yahoo9/19/2026

The ARK Trade Watch: Cathie Wood Cuts Crypto Exposure, Then Reverses Course On CoreWeave

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.

Yahoo9/18/2026

How Shopify and Meta are diving deeper into banking

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.

Yahoo9/18/2026

Automating The Massive Ad Pivot

'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.

Yahoo9/18/2026

Will AI Cost Optimization Improve Wix's Margin Profile in 2026?

WIX expects proprietary AI models to cut costs, lift BASE44 margins to 60% and improve consolidated margins in 2H 2026.

Yahoo9/18/2026

2 Cash-Producing Stocks to Own for Decades and 1 That Underwhelm

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.

Yahoo9/18/2026

Shopify CEO says employees’ ‘slop grenades’ are making more work for everyone else

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

Yahoo9/17/2026

Should You Buy PayPal Stock For Its Credit Business?

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.

Yahoo9/17/2026

The E-Commerce Stocks to Buy Before the Holiday Quarter

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.

Yahoo9/16/2026

Shopify Plunges 13% in a Month: Buy, Sell or Hold the Stock?

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

Yahoo9/16/2026

Shopify Merchants Could Get AI Orders Without Shoppers Visiting Their Websites

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.

Yahoo9/16/2026

Down 25%, Is Shopify Stock a Better Buy than SpaceX and the "Magnificent Seven" Stocks in September?

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

Yahoo9/16/2026

Shopify (SHOP) Stock Looks Reasonable With Cash Flow Doing Most Of The Work

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...

Yahoo9/16/2026

Meta's latest AI acquisition reveals its real priority

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

Yahoo9/16/2026

Shopify (SHOP) Registers a Bigger Fall Than the Market: Important Facts to Note

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

Yahoo9/15/2026

Navan's Strong Quarter Meets an AI Spending Reality Check

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.

Yahoo9/15/2026

StackAdapt Welcomes Shopify President Harley Finkelstein as Strategic Advisor

TORONTO, September 15, 2026--StackAdapt, the leading AI advertising and orchestration platform, today announced that Harley Finkelstein, President of Shopify, has joined the company as a strategic advisor. Finkelstein will work closely with StackAdapt’s leadership team as the company enters its next phase of global growth and continues expanding its technology beyond programmatic advertising.

Yahoo9/15/2026

The dress shirt fix that built a multimillion-dollar brand

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.

Yahoo9/15/2026

Ramp Launches in the UK

Ramp today announced it has officially launched in the UK, making its corporate finance platform available to UK based businesses. It is the company's first major move outside North America following its announcement in July that it had expanded into Canada.

Yahoo9/15/2026

PayPal takes No. 1 in tech power ranking

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

Yahoo9/14/2026

Payoneer’s CEO Says the Best Entrepreneurs Are ‘Unemployable’ — Here’s Why That’s a Good Thing

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

Yahoo9/14/2026

Shopify Inc. (SHOP) is Attracting Investor Attention: Here is What You Should Know

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.

Yahoo9/14/2026

Baron Global Opportunity Fund Q2 2026 Portfolio Activity

Baron Global Opportunity Fund (the Fund) gained 26.7% (Institutional Shares) during the second quarter, compared to the 14.9% gain for the MSCI ACWI Index (the Index). Read more here.

SeekingAlpha9/14/2026

Shopify Stock Lags the Market, But Top Analyst Sees a Buying Opportunity

Shopify stock has underperformed the market and a top analyst from Bernstein hiked his target citing its strong growth

Benzinga9/13/2026

Goldman Sachs Is Bullish. Here Are 3 Reasons AFRM Stock Could Climb 69%.

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

Yahoo9/12/2026

Jim Cramer Highlights Affirm (AFRM) and Its Strong Merchant Network

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, […]

Yahoo9/12/2026

Bernstein Backs Shopify (SHOP) Despite Stock Drop, Is It Time to Buy?

On September 11, Bernstein analyst Mark Shmulik initiated coverage of Shopify Inc. (NASDAQ:SHOP), giving the stock an Outperform rating and setting the price target at $160. The analyst told investors in a research note that Shopify Inc. (NASDAQ:SHOP) is “perfectly positioned to lead the way” in commerce innovation. Bernstein noted that the company provides merchants […]

Yahoo9/11/2026

Generational Group Advises VOX Fulfillment LLC in its Sale to AMS Fulfillment, a Portfolio Company of Fort Point Capital

DALLAS, September 11, 2026--Generational Group announces the sale of VOX Fulfillment LLC to an omnichannel fulfillment company, a portfolio company of Fort Point Capital.

Yahoo9/11/2026

Turn Shopify Stock Sell-Off Into A Profit Opportunity With This Spread Strategy

Shopify stock drops under a key level. Here's a spread strategy trade aimed at making a quick profit.

Yahoo9/11/2026

Nscale adds former OpenAI exec Fidji Simo to its board ahead of potential IPO

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

Yahoo9/11/2026

StoneX Backs Shopify on Agent Commerce Data

Headcount has been flat for more than eight quarters while revenue grew 34%

Yahoo9/11/2026

Chewy downgraded, Shopify initiated: Wall Street's top analyst calls

Chewy downgraded, Shopify initiated: Wall Street's top analyst calls

Yahoo9/11/2026

Shopify Shares Rise 2.5% as Bernstein Starts Coverage at Outperform

Shopify (NASDAQ:SHOP) shares rose 2. 5% in premarket trading after Bernstein SocGen Group initiated coverage of the e-commerce platform company with an Outperform rating and a $160 price target.

Yahoo9/11/2026

Here Are Friday’s Top Wall Street Analyst Research Calls: Atmos Energy, Celanese, Check Point Software, Chewy, Dell Technologies, Fortinet, Global Payments, HP, Shopify, and More

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.

Yahoo9/11/2026

Buy Shopify stock at this ’AI-enabled entry point,’ analyst says

Investing.com -- Bernstein initiated coverage of Shopify at Outperform with a price target of $160, implying over 26% upside from the stock’s Thursday closing price.

Yahoo9/11/2026

This Shopify Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Friday

Wall Street analysts initiated coverage on PPG, Shopify, Chesapeake Utilities, Global Payments and Dianthus, with targets ranging from $101 to $160.

Benzinga9/11/2026

Shopify: Buy The Affirm Australia Expansion, But Do Not Chase Blindly

Shopify Inc. delivered 34% revenue growth, strong GMV, and free cash flow of $654 million, exceeding expectations. Learn why SHOP stock is a buy.

SeekingAlpha9/11/2026

FedEx launches Shopify app to combat surprise import charges

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.

Yahoo9/11/2026

Bernstein Initiates Coverage On Shopify with Outperform Rating, Announces Price Target of $160

Bernstein analyst Mark Shmulik initiates coverage on Shopify (NASDAQ:SHOP) with a Outperform rating and announces Price Target of $160.

Benzinga9/11/2026

SHOP Stock Rises Overnight: Bernstein Sees 26% Upside, Calls Shopify 'Perfectly Positioned To Lead' Commerce Innovation

Bernstein initiated coverage with an Outperform rating and a $160 price target.

Yahoo9/11/2026

Shopify Inc. (SHOP) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

Shopify Inc. (SHOP) Goldman Sachs Communacopia + Technology Conference 2026 September 10, 2026 5:25 PM EDTCompany ParticipantsJeff Hoffmeister - Chief...

SeekingAlpha9/10/2026

Not Amazon, Not Shopify. No Other Company Has Done What MercadoLibre Just Did

MercadoLibre is on a record growth streak.

Yahoo9/10/2026

Why Meta’s Consumer AI Agent Is Good News for Shopify Stock

Wall Street has long feared that new AI shopping agents are coming for Shopify But those worries could be overblown, says one analyst. Shares of Shopify have fallen 14% this month, according to Dow Jones Market Data. Smilek acknowledged that consumer AI agents like SpaceX’s Grok Bot and Meta’s Muse—which launched earlier this week—have weighed on Wall Street’s confidence in Shopify.

Yahoo9/10/2026

AI Agents Are About to Start Spending Your Money. 5 Stocks Sitting in the Line of Fire.

AI agents can already pick your next purchase, but they still can't pull the trigger without your permission. Five companies are quietly building the infrastructure that changes that, and they are not all the obvious names.

Yahoo9/10/2026

FedEx Enhances Global Trade With New Digital Shipping Tools

FDX's Global Trade Navigator adds planning, cost, API and customs tools to make international shipping smoother and more transparent for businesses.

Yahoo9/10/2026

Kyle Cogger, At Stablecon, Says We’re Looking For Partners Who Can Scale Our Reach Quickly

https://stablecon.com/usa-agenda/

Benzinga9/10/2026

Kyle Cogger, At Stablecon Says, We’ve Been Looking At Hong Kong Adoption Of Stablecoin; Interesting Market To See What Is Happening There; It Is 3x Other Markets In Growth Of Stablecoin Usage

https://stablecon.com/usa-agenda/

Benzinga9/10/2026

Kyle Cogger, At Stablecon, Says Shopify Bullish On Agentic Commerce

https://stablecon.com/usa-agenda/

Benzinga9/10/2026

Head Of Issuance at Bridge Aadil Mamujee At Stablecon Says We Need To Find Partners Like Shopify To Implement These Things

https://stablecon.com/usa-agenda/

Benzinga9/10/2026

Shopify Head Of Banking Kyle Cogger, At Stablecon Says, As A Platform We Have A Responsability To Provide Our Services And Advocate For Them; Privacy Is A Barrier To Adoption, We Have Done Great Work For That For Payment Acceptance; It Is Important For Us To Find Robust Solutions For That Problem

https://stablecon.com/usa-agenda/

Benzinga9/10/2026

Kyle Cogger, At Stablecon, Says We Need To Be At Each Stage Of A Merchants Journey; We See Opportunities For Stablecoin; 3 Big Areas, Procurement Transaction For Inventory, Consumer Payment Currencies, Stored Value In Chain, Lots Of Opportunities In Our Ecosystem

https://stablecon.com/usa-agenda/

Benzinga9/10/2026

How Far Could PayPal Stock Bounce From Here?

The nearest confirmed ceiling for PayPal (PYPL) stock sits 35.4% above where it trades now. The stock is 30.7% below its 52-week high, and the easy read on a payments company down that far is that the market has given up. The reward is real and wide against what you risk. The floor under it is shakier than the bounce count suggests.

Yahoo9/10/2026

10 Information Technology Stocks Whale Activity In Today’s Session

This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner. Traders often

Benzinga9/10/2026

Shopify: Down YTD, But Up On The Numbers That Matter

Shopify (SHOP) Buy thesis: 34% YoY revenue growth, strong e-commerce/agentic AI tailwinds, solid balance sheet—see risks, valuation & outlook.

SeekingAlpha9/10/2026

Baron Opportunity Fund Q2 2026 Top Contributors And Detractors

Baron Opportunity Fund released its Q2 2026 shareholder letter detailing key portfolio moves. Read the full letter for details.

SeekingAlpha9/10/2026

Shopify (SHOP) Suffers a Larger Drop Than the General Market: Key Insights

Shopify (SHOP) concluded the recent trading session at $126.79, signifying a -5.45% move from its prior day's close.

Yahoo9/9/2026

SHOP Stock Alert: What to Know as Shopify Acquires Tailwind Labs

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

Yahoo9/9/2026

Navan Acquires Leading AI-Powered Events Platform BoomPop, Expanding Offerings for Meetings and Events

PALO ALTO, Calif., September 09, 2026--Navan (NASDAQ: NAVN), the global AI-powered business travel and expense platform, today announced it has acquired BoomPop, an AI-powered platform for meetings and events that has been recognized by Inc. as one of the fastest-growing private companies in America.

Yahoo9/9/2026

Optivels Launches New Integration Tools Connecting Shopify, Amazon, and Walmart Stores

The company reports a 25% reduction in setup time for clients onboarding multiple ecommerce channels at once.LOS ANGELES, CALIFORNIA, Sept. 09, 2026 (GLOBE NEWSWIRE) -- Optivels, a fulfillment platform for growing ecommerce and distribution businesses, has released new integration tools that cut store setup time by 25% for clients bringing multiple sales channels online at once, including Shopify, Amazon, and Walmart. Merchants running several storefronts have typically had to configure each pla

Yahoo9/9/2026

META Stock Jumps To Two-Month High — Muse Seen As A 'Notable' Revenue Stream By TD Cowen, While Meta Reportedly Buys A Swedish AI Startup

Meta has acquired Swedish AI startup Stilla.ai to accelerate development of Meta Business Agent, Axios reports.

Yahoo9/9/2026

Here's How Much $100 Invested In Shopify 10 Years Ago Would Be Worth Today

Shopify (NASDAQ:SHOP) has outperformed the market over the past 10 years by 27.5% on an annualized basis producing an average annual return of 41.09%. Currently, Shopify has a market capitalization of $163.73 billion.

Benzinga9/9/2026

Shopify Is Dominating But May Run Out Of Steam (Downgrade)

Shopify is downgraded to Hold due to valuation concerns and limited margin of safety at 78x earnings despite operational strength. Read more on SHOP stock here.

SeekingAlpha9/9/2026

Meta’s AI Agent for Consumers Has Arrived. Alphabet and Amazon Should Watch Out.

Wall Street sees the Facebook parent in pole position to dominate the AI online shopping space. Morgan Stanley analyst Brian Nowak on Wednesday wrote that Meta could “win” a substantial piece of the estimated $30 trillion consumer AI agent total addressable market. Meta stock advanced 7% to $656.71 and was the best-performing component in the for the trading session.

Yahoo9/9/2026

TopDawg Launches Temu Integration for Retailers, Expanding Multi-Channel Dropshipping Platform

TopDawg, a leading U.S.-based dropshipping platform, wholesale supplier network, and eCommerce automation solution, today announced that its Temu integration for retailers is now live and available on the TopDawg platform.

Yahoo9/9/2026

Meta Rises 6% as Muse AI Agent Arrives With Paid Subscription Tiers; Alphabet Falls 2%

Meta just attached a price tag to its AI ambitions, and traders are now asking whether a consumer subscription can justify one of the biggest capital budgets in tech history while a key rival takes an immediate hit.

Yahoo9/9/2026

Meta Muse AI Launch: Shopify, Y Combinator CEOs Praise New Tool As Alexandr Wang Touts Major App Integrations

Meta’s latest AI push gets early backing from tech leaders, but investors remain divided over its impact on the stock.

Yahoo9/9/2026

What the founders of Cal AI are doing now after they have sold their app for millions?

Meet Blake and Zach founders of Cal AI (on track to do ~$50M this year), just cashed out and are already back at it.Blakes new project is called 10X App Builder. The pitch: Shopify, but for apps.Helps with the ideation processHosts user backendsEven helps you design an aesthetic Instagram page for your launchBasically an all-in-one platform so anyone can ship an app without stitching together 10 tools.

Yahoo9/8/2026

Shopify Sinks 7%, Etsy Drops 6%: Is This an E-Commerce Selloff or Just Two Names?

Shopify and Etsy are getting crushed while the broader e-commerce basket and Latin America's biggest marketplace barely flinch. That gap between the platform names and the sector fund is the only clue worth following right now.

Yahoo9/8/2026

3 Reasons We Love Shopify (SHOP)

Shopify trades at $145.34 and has moved in lockstep with the market. Its shares have returned 8.9% over the last six months while the S&P 500 has gained 13.6%.

Yahoo9/8/2026

Piper Sandler Reiterates Overweight on Shopify, Raises Price Target to $180

Piper Sandler analyst James Callahan reiterates Shopify (NASDAQ:SHOP) with a Overweight and raises the price target from $172 to $180.

Benzinga9/8/2026

Shopify (SHOP) Is Considered a Good Investment by Brokers: Is That True?

The average brokerage recommendation (ABR) for Shopify (SHOP) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Yahoo9/8/2026

What's Going On With Shopify Stock Tuesday?

Shopify (SHOP) fell nearly 8% as investors rotated away from high-multiple growth stocks despite strong Q2 earnings. Learn more.

Benzinga9/8/2026

Cathie Wood Is Moving Money From Palantir Into Rocket Lab and Fintech

ARK's latest trades show a shift toward space and financial technology while trimming several of its high-profile AI holdings.

Yahoo9/7/2026

Cathie Wood Dumps $25 Million of Palantir Shares. Should PLTR Investors Worry?

Ark Invest Pulls $25 Million From Palantir Stock

Yahoo9/7/2026

Alibaba vs. Shopify: Which Retail Platform Is a Better Buy in 2026?

Alibaba trades at a fraction of Shopify's valuation, but one company is burning cash while the other is generating it.

Yahoo9/7/2026

Airbnb vs. Shopify: Which Consumer Stock Is a Better Buy in 2026?

Airbnb generates stronger cash flow and trades at a lower valuation, while Shopify's revenue growth outpaces it by three times, a classic tension between profitability and expansion.

Yahoo9/7/2026

Agentic Commerce Optimisation: Azoma on Which Platforms Help Brands Get Recommended by AI Shopping Agents

Harvard Business Review reports that 90% of B2B purchases could flow through AI agent exchanges by 2028. Azoma sets out what agentic commerce optimisation platforms should deliver for enterprise brands and digital shelf teamsLondon, Sept. 07, 2026 (GLOBE NEWSWIRE) -- Azoma, the Agentic Commerce Optimisation platform that helps brands drive revenue through AI shopping agents like ChatGPT, Google Gemini, Amazon Rufus and Walmart Sparky, today set out what enterprise brands and digital shelf teams

Yahoo9/7/2026

Where Will Shopify Stock Be in 5 Years?

Growth keeps accelerating. But how much of the next five years is already in the price?

Yahoo9/6/2026

She Runs a $185 Billion Company. Here’s the Exact Type of Person She Is Looking to Hire.

AI is changing the way people work and requiring employees to know more, in greater depth.

Yahoo9/4/2026

Shopify (SHOP) Down 1.1% Since Last Earnings Report: Can It Rebound?

Shopify (SHOP) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Yahoo9/4/2026

Shopify (NASDAQ:SHOP) Combines Strong Growth with a Promising Technical Setup

Shopify passes Strong Growth screen with 9/10 growth, debt-free balance sheet, and consolidation below resistance. Watch for breakout above $153.

ChartMill9/4/2026

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