Mizuho Ditches Airbnb for Booking Holdings as OpenAI Drops ChatGPT Checkout Plans
Mizuho upgrades Booking Holdings as its new top Internet stock pick over Airbnb, seeing a big relief rally after OpenAI drops direct shopping checkout in ChatGPT.
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Shopify Beats Expectations: Strong Growth Amid Economic Challenges
Shopify's Q4 2025 earnings show 31% revenue growth to $3.67B, beating estimates. Shares surge 11% on buyback plan and optimistic Q1 outlook despite tariffs.
Shopify Upgraded to Buy as Analysts See Strong AI-Driven Growth Potential
Analysts upgrade Shopify to Buy, citing attractive entry point after selloff and long-term growth driven by AI-powered commerce trends.
Shopify Shares Drop as POS Access Issues Hit Merchants on Cyber Monday
Shopify stock slipped after the company reported login and POS access issues affecting some merchants on Cyber Monday, though online checkouts remain unaffected.
Q3 Standout: Shopify Beats Forecasts and Projects Strong Holiday Demand
Shopify reported outstanding Q3 2025 financial results, featuring 32% revenue growth and strong profitability, driven by disciplined execution and the integration of new AI tools for merchants.
Walmart Partners with ChatGPT: Shop Directly Through AI Chat
Walmart teams up with OpenAI to enable direct shopping through ChatGPT. Buy Walmart and Sam's Club products with a simple "buy" button starting fall 2025.