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Shopify (NASDAQ: SHOP) and Amazon (NASDAQ: AMZN) just reported earnings that frame two opposite philosophies in commerce. Shopify arms independent merchants with payments, software, and AI tools. Amazon owns the marketplace, the warehouses, the ad network, and increasingly, the chips powering generative AI. Both quarters were strong. The question is which model converts that strength ... Shopify vs Amazon. One Just Beat Earnings by 60% at a Third of the Multiple. The Choice Is Clear

Shares of e-commerce platform Shopify (NASDAQ:SHOP) jumped 3% in the afternoon session after a report revealed that Joshua Kushner's Thrive Capital invested $100 million in the e-commerce company.

It wouldn't be the first time in this stock's history that a sustained run follows a steep decline.

SHOP's Q1 2026 shows payments surging: $67B GMV, 67% penetration and Shop Pay up 59% - fueling faster Merchant Solutions growth.

Baron Capital, an investment Management Company, released its first quarter 2026 investor letter for its “Baron Opportunity Fund”. A copy of the letter can be downloaded here. The Fund declined 8.88% (Institutional Shares) in the quarter, outperforming the Russell 3000 Growth Index’s (the Benchmark) -9.54% return, but trailing the S&P 500 Index, which dropped 4.33%. U.S. […]

Shopify Inc. (NASDAQ:SHOP) is among the 10 Stocks That Will Make You Rich Over the Next Decade. Even after a decade of strong performance, the company’s financial position and growing market share make it an attractive pick for long-term investors. Institutional interest in the stock continues to grow. According to Insider Monkey’s database for Q4 […]

Cathie Wood has never been shy about placing big bets on disruptive technology. And when Shopify reported a blockbuster first quarter on May 5, 2026, ARK Invest did not wait around. The firm loaded up on the Canadian e-commerce giant in a move that signals Wood still sees enormous upside ahead, ...

Bank of America analysts reinstated coverage of two software plays on Monday, but took widely different views about how they will be affected by artificial intelligence. A team led by Tal Liani reinstated coverage of ServiceNow with a Buy rating and a $130 price target, which currently represents 28% upside. Meanwhile, the firm reinstated coverage of Salesforce with an Underperform rating and a $160 price target.

SHOP shares slide 26% in a month as rising AI-related LLM costs, higher credit-driven losses and scrutiny around agentic-commerce economics pressure sentiment.

Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.

Thrive Capital has invested $100 million in Shopify, a rare move by the venture firm into a public company. The investment centers on Shopify's push into AI driven commerce tools for merchants. This funding highlights external interest in Shopify's AI initiatives separate from earnings or legal news. Shopify (NasdaqGS:SHOP) last closed at $100.28, with the stock down 9.2% over the past week and down 23.5% over the past month. Year to date, the share price is down 36.2%, and it is down 9.5%...

The bull market continues, leaving these growing companies behind.

Shares of e-commerce platform Shopify (NASDAQ:SHOP) fell 3.4% in the morning session after the April PPI report sent Treasury yields to 10-month highs, with the 10-year yield rising to 4.49%.

For decades, the advertising industry has relied on a comfortable, highly predictable financial engine: the billable hour. But as advanced artificial intelligence alters how the creative work is produced, the traditional "time and materials" pricing model is crumbling, according to...

Shopify (NasdaqGS:SHOP) faces a June shareholder vote on a proposed responsible AI use policy that management opposes. At the same time, third party AI tools such as EZ Texting and SureDone Mobile are being added quickly to the Shopify App Store. These developments focus attention on how Shopify governs AI risks while expanding AI driven capabilities for merchants. Shopify, trading around $97.42, sits at an interesting point for investors weighing governance questions alongside product...

Most Wall Street analysts view Meta Platforms and Shopify as deeply undervalued.

Shopify’s first quarter results for 2026 drew a negative reaction from the market, despite delivering revenue above Wall Street’s expectations. Management attributed the top-line strength to rapid merchant adoption of AI-driven products, significant growth in international sales, and continued momentum among larger enterprise clients. President Harley Finkelstein emphasized that AI is now “Shopify’s native language,” highlighting the company’s broad integration of artificial intelligence across

The e-commerce company has enjoyed strong growth, but there are some concerns.

In Wednesday’s unusual options activity, two Shopify calls had the highest and 20th-highest Vol/OI ratios. While the trade looks like a Bull Call or Bear Call Spread, further examination of Shopify’s options trading reveals a more interesting trade.

Shopify Inc. (NASDAQ:SHOP) was among the stocks on Jim Cramer’s radar as he highlighted the importance of lower interest rates in sustaining the broader market rally. Cramer addressed the AI worries around the stock, as he stated: That quarter looked pretty… good to me. I think the stock got punished because Wall Street has no […]

Crosby is building Synthetic, a fully autonomous AI bookkeeping service for other startups.

Shopify Inc.'s ( NASDAQ:SHOP ) earnings announcement last week didn't impress shareholders. However, our analysis...

A small business owner who thought they had built a successful online side hustle says they were blindsided after discovering they may owe roughly $28,000 in back sales taxes, penalties and interest across 12 states. The seller shared the story...

With Shopify stock under downward pressure, a butterfly spread has the potential to return $440 while only risking $60.

Shopify (NASDAQ: SHOP) provides the e-commerce infrastructure for a diverse merchant base, including brands such as Skullcandy, Daily Harvest, and Carrier. Despite this established market position, the stock has faced significant selling pressure recently, declining 38% year-to-date and reaching a 52-week low of $97 in May 2026.

Riskified (NYSE:RSKD) released first-quarter financial results and hosted an earnings call on Wednesday. Read the complete transcript below. This content is powered by Benzinga APIs. For comprehensive financial data and transcripts, visit https://www.benzinga.com/apis/. The full earnings call is available at https://edge.media-server.com/mmc/p/iwy265as/ Summary Riskified reported Q1 2026 revenue of $88.3 million, a 7% year-over-year increase, with non-GAAP gross profit of $46.3 million, up 13%.

A U.S. District Court has allowed key antitrust claims against Shopify (NasdaqGS:SHOP) to proceed in an ongoing case brought by Sezzle. The ruling permits core monopolization and restraint of trade allegations to move forward, rather than dismissing them at this stage. The decision does not establish liability, but it keeps legal and regulatory risk on the table for Shopify. Shopify runs a commerce platform that helps merchants set up online stores, process payments, and connect with third...

The e-commerce platform can't jettison plausible monopoly claims made by the buy now, pay later company, a federal judge ruled Monday.

Affirm (NASDAQ:AFRM) used its 2026 Investor Forum at Nasdaq in New York to outline a broader growth strategy centered on its payments network, expanding consumer products, international markets and a new medium-term financial framework tied to reaching $100 billion in annual gross merchandise volume

AI-driven traffic to SHOP stores surges 8x and AI orders nearly 13X in Q1 2026, as Sidekick and big AI integrations fuel growth.