Meta’s Muse Sparks Fears Over Travel Search and Payments
Trivago fell after Expedia joined Meta’s Muse AI. Shopify and payments stocks also dropped on a Meta Pay checkout screenshot.
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Shopify Lets Meta’s Muse Shop and Check Out With Shop Pay
Deutsche Bank argues the Meta Muse partnership calms fears that AI shoppers will bypass Shopify payments.
Meta Extends Rally After Rolling Out Muse Personal AI Agent
Meta’s Muse AI agent can shop, send emails and book travel, while analysts say it could take market share from Amazon and Alphabet and pose a potential threat to Shopify.
Shopify Shares Surge After Strong Q2 Results and Upbeat Outlook
Shopify reports strong Q2 with $1.5B net income and $3.58B revenue, beating estimates. GMV reaches $115.57B; upbeat Q3 outlook issued.
Stifel Highlights Shopify’s ‘Expanding Moat’ and Agentic Commerce Leadership in Buy Upgrade
The firm sees the 23% YTD decline as a buying opportunity for this high-growth e-commerce leader.
BofA Sees AI Winners and Losers: Buy Figma & Shopify, Downgrade Adobe
BofA sees Adobe hurt by AI, while Figma and Shopify could benefit as AI boosts creativity, collaboration, and online commerce.