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E-Commerce 26 February 2026 - 15 May 2026

Amazon Stock Slips As Alexa’s AI Shopping Push Moves From Search To Checkout

Amazon Stock Slips As Alexa’s AI Shopping Push Moves From Search To Checkout

Amazon launched Alexa for Shopping across its app, website, and Echo Show devices, integrating its Rufus assistant into a broader AI tool that compares products, tracks prices, and automates purchases. Shares fell 1.8% to $262.50 Friday. The new service is available to U.S. customers and can complete eligible purchases from other retailers. Polymarket put 65% odds on a $260-$265 weekly close.
Alibaba’s Earnings Test Is Whether AI Can Pay for the Delivery Fight

Alibaba’s Earnings Test Is Whether AI Can Pay for the Delivery Fight

Alibaba’s U.S. ADRs rose 1.02% to $136.15 in early premarket trading Wednesday, after closing down 1.84% at $134.78 ahead of fiscal fourth-quarter results due before the U.S. open. Revenue is expected to rise to 282.44 billion yuan, but net profit is projected to fall to 11.71 billion yuan. Investors remain cautious as AI and cloud spending weigh on margins.
Shopify Stock Falls as Q2 Margin Guide Tests the AI Commerce Bull Case

Shopify Stock Falls as Q2 Margin Guide Tests the AI Commerce Bull Case

Shopify shares fell 7.13% Monday to $102.54 and dropped further in premarket trading Tuesday, extending losses from $127.55 before last week’s earnings. The company beat Q1 estimates with $3.17 billion in revenue and $100.74 billion GMV, but Q2 guidance showed slower growth and continued high spending. Investors reacted to lower margin expectations and a shift in revenue mix toward lower-margin merchant services.
Shopify Stock Slides Again As AI Cost Fears Spill Into Shareholder Vote

Shopify Stock Slides Again As AI Cost Fears Spill Into Shareholder Vote

Shopify shares fell 7.13% to $102.54 Monday after last week’s earnings and the release of annual-meeting materials highlighting an AI governance vote set for June 16. A shareholder proposal asks Shopify to adopt a responsible-use AI policy, which the board opposes. First-quarter revenue rose 34% to $3.17 billion, but investors remain focused on rising expenses and AI strategy.
Amazon Stock Nears $3 Trillion As Logistics Push Takes Aim At UPS And FedEx

Amazon Stock Nears $3 Trillion As Logistics Push Takes Aim At UPS And FedEx

Amazon stock rose 0.35% in premarket trading Wednesday, pushing its market value near $3 trillion after a fourth straight record close. The company launched Amazon Supply Chain Services, opening its logistics network to outside businesses, prompting FedEx and UPS shares to drop over 9% Monday. Amazon’s first-quarter net income reached $30.3 billion, boosted by AWS sales growth and a $16.8 billion gain from Anthropic.
UPS Stock Hit as Amazon Opens Logistics Network in Direct Challenge to Parcel Giant

UPS Stock Hit as Amazon Opens Logistics Network in Direct Challenge to Parcel Giant

UPS shares fell 10.5% to $96.31 after Amazon opened its logistics network to outside businesses, intensifying competition in parcel delivery and freight. FedEx shares dropped 9.1%. Amazon’s new service already counts Procter & Gamble and 3M as users. UPS is cutting Amazon-related volume and shifting focus to higher-margin business shipments.
Shopify Stock Slides After $100 Billion GMV Quarter — Why Investors Still Wanted More

Shopify Stock Slides After $100 Billion GMV Quarter — Why Investors Still Wanted More

Shopify shares fell nearly 7% in premarket trading Tuesday after second-quarter guidance matched analyst expectations. First-quarter revenue rose 34% to $3.17 billion, with gross merchandise volume hitting $100.74 billion. Operating income reached $382 million, below the $420 million analysts expected. The company posted a net loss of $581 million, narrowed from $682 million a year earlier.
FedEx Stock Tumbles As Amazon Opens Its Logistics Network to All Businesses

FedEx Stock Tumbles As Amazon Opens Its Logistics Network to All Businesses

FedEx shares dropped about 9% Monday after Amazon launched Amazon Supply Chain Services, opening its logistics network to outside businesses. UPS stock also fell nearly 10%, while Amazon rose 1%. The selloff comes weeks before FedEx’s planned June 1 spinoff of its freight unit. Amazon’s new service offers freight, warehousing, and shipping to companies including Procter & Gamble and 3M.
eBay Stock Gets a Jolt: Q1 Beat, GMV Surge and GameStop Offer Report Put Marketplace Back in Play

eBay Stock Gets a Jolt: Q1 Beat, GMV Surge and GameStop Offer Report Put Marketplace Back in Play

GameStop is preparing a possible offer for eBay, according to reports from the Wall Street Journal cited by Reuters. eBay shares jumped 9% in extended trading after the news, while GameStop rose 3%. eBay had just reported first-quarter revenue of $3.09 billion, up 19%, and adjusted earnings of $1.66 per share, both above analyst expectations.
UPS Earnings Beat Wall Street, But Amazon Pullback Is the Real Test

UPS Earnings Beat Wall Street, But Amazon Pullback Is the Real Test

UPS reported first-quarter revenue of $21.2 billion and adjusted earnings of $1.07 per share, beating analyst estimates. Adjusted profit fell 28% from a year earlier, and shares dropped 3% in premarket trading. Domestic revenue declined 2.3% to $14.13 billion on lower volume, while international revenue rose 3.8% to $4.54 billion. UPS kept its 2026 financial targets and dividend plans unchanged.
Walmart Stock Gets a Fresh Jolt as China Growth and One-Hour Delivery Put Amazon, Costco on Notice

Walmart Stock Gets a Fresh Jolt as China Growth and One-Hour Delivery Put Amazon, Costco on Notice

Walmart shares hovered near $129 Monday, keeping its market value above $1 trillion as investors watched growth in China and new Sam’s Club delivery options. Sam’s Club fulfilled nearly 65,000 one-hour Express orders since April 2 across 600 clubs. Walmart China’s Q4 net sales rose 19.3% to $6.1 billion, with e-commerce accounting for over half. New Sam’s Clubs opened in Jiangsu, with more set for Shandong and Liaoning.
27 April 2026
Walmart’s Backroom Delivery Test Targets Amazon’s Same-Day Edge

Walmart’s Backroom Delivery Test Targets Amazon’s Same-Day Edge

Walmart is testing use of store back rooms in Dallas to stage same-day delivery of third-party marketplace goods, aiming to speed up online orders, according to the Financial Times. The move follows Amazon’s rollout of one- and three-hour delivery options in U.S. markets last month. Walmart says it can now reach 95% of U.S. households with delivery in three hours or less. Walmart U.S. e-commerce sales hit $99.6 billion in fiscal 2026.
20 April 2026
Amazon Sellers Face 3.5% Fuel Surcharge Starting April 17 as Iran War Drives Up Delivery Costs

Amazon Sellers Face 3.5% Fuel Surcharge Starting April 17 as Iran War Drives Up Delivery Costs

Amazon will add a 3.5% fuel and logistics surcharge to U.S. and Canadian fulfillment fees for many third-party sellers starting April 17, citing surging energy costs as Brent crude neared $110 a barrel. The fee, averaging 17 cents per unit, applies to Fulfillment by Amazon and related services. USPS, FedEx, and UPS have also raised surcharges. Amazon last imposed a similar fee in 2022.
6 April 2026
Walmart’s Flipkart returns to India, clearing the way for IPO

Walmart’s Flipkart returns to India, clearing the way for IPO

Flipkart has shifted its holding company from Singapore to India, completing its redomiciliation ahead of a potential local IPO. The move positions Walmart, which bought Flipkart for $16 billion in 2018, to unlock value in India, where Flipkart and PhonePe compete for market share. PhonePe handled nearly 10 billion UPI transactions in January. India’s IPO market has slowed this year, with five listings by late February.
10 March 2026
Tesco PLC Tests 24/7 Royal Mail Parcel Lockers at UK Stores as Convenience Race Intensifies

Tesco PLC Tests 24/7 Royal Mail Parcel Lockers at UK Stores as Convenience Race Intensifies

Tesco has begun a six-month trial of Royal Mail parcel lockers outside selected UK stores, offering 24/7 parcel services. The trial covers sites in Ashby-de-la-Zouch, Barrow, Burnham-on-Sea, Bury, Cullompton, Horwich, March, and Preston. Tesco’s market share rose to 28.7% in the 12 weeks to Feb. 22, according to Worldpanel data. Sainsbury’s and Co-op have also announced Royal Mail locker partnerships.
10 March 2026
MercadoLibre stock drifts after earnings hit; MELI traders focus on margins and credit costs

MercadoLibre stock drifts after earnings hit; MELI traders focus on margins and credit costs

MercadoLibre shares fell 0.7% to about $1,755 in Thursday afternoon trading after a sharp drop following a fourth-quarter profit miss. Net revenue rose 45% to $8.8 billion, but operating margin slipped to 10.1% as spending on shipping and credit expansion increased. Net income reached $559 million. Investors remain focused on margin stability and credit risk.
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Stock Market Today

  • Keros Therapeutics (KROS) Advances Rinvatercept for DMD, ALS in 2026
    May 22, 2026, 12:45 PM EDT. Keros Therapeutics (KROS) is advancing rinvatercept, its lead neuromuscular drug candidate targeting transforming growth factor-beta ligands to treat Duchenne muscular dystrophy (DMD) and amyotrophic lateral sclerosis (ALS). The FDA granted orphan drug designation for rinvatercept in August 2025, underscoring regulatory progress. The company aims to start a Phase II trial in DMD patients by Q3 2026. Rinvatercept seeks to inhibit muscle-degrading proteins to promote muscle regeneration, reduce fibrosis, and enhance bone strength. Keros's focus on this pathway targets unmet needs in DMD treatment, potentially offering an alternative to corticosteroids, which can cause muscle breakdown and fat gain. The company has streamlined its R&D after transferring elritercept costs to Takeda, concentrating resources on rinvatercept development. Multiple upcoming clinical and regulatory milestones could shift investor expectations in 2026.

Latest articles

Ondas Stock Looks to Next Move After $196.6M AI-Defense Agreement

Ondas Stock Looks to Next Move After $196.6M AI-Defense Agreement

22 May 2026
Ondas shares rose 0.54% to $9.23 in New York Friday after closing its $196.6 million stock acquisition of Israel’s Omnisys on May 21. The company also filed to register the resale of 2.7 million shares tied to a separate Mistral deal. U.S. markets will close Monday for Memorial Day, leaving one session for investors to react. Ondas’ market value stood at $4.57 billion, well below its 52-week high.
HP Up 15% Before Earnings, Wall Street Warns on Rally

HP Up 15% Before Earnings, Wall Street Warns on Rally

22 May 2026
HP Inc. shares surged 15.5% to $25.29 by midday Friday, outpacing the S&P 500 and Nasdaq ahead of its May 27 earnings report. Dell Technologies and Hewlett Packard Enterprise also posted strong gains. Analysts remain divided, with Bank of America maintaining a Sell rating and JPMorgan raising its target to $22, still below HP’s current price. Interim CEO Bruce Broussard leads HP after Enrique Lores stepped down in February.
PicoCELA Jumps Over 100% with Nasdaq Float Draws In Traders

PicoCELA Jumps Over 100% with Nasdaq Float Draws In Traders

22 May 2026
PicoCELA’s U.S.-listed shares surged 141% to $5.43 by midday Friday, with trading volume topping 22 million shares. The spike followed a 60.7% jump Thursday and came despite no new operating news. Shareholders are set to vote May 30 on expanding a Class A preferred share allotment. The company’s float is about 1.08 million shares, according to TipRanks.
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