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E-Commerce News 14 January 2026 - 5 February 2026

Shopify stock drops again: AI disruption jitters and Feb. 11 earnings loom for SHOP

Shopify stock drops again: AI disruption jitters and Feb. 11 earnings loom for SHOP

Shopify shares fell 2.1% to $111.59 Thursday, swinging between $108.90 and $115.71 as software stocks faced heavy selling. The S&P 500 software and services index dropped about 3%, with sector losses nearing $1 trillion since Jan. 28. Investors are watching Shopify’s Feb. 11 earnings for signs of AI’s impact on margins. New unemployment claims rose and job openings hit a five-year low.
5 February 2026
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Shopify stock drops again as ChatGPT checkout fees fuel fresh Wall Street split

Shopify stock drops again as ChatGPT checkout fees fuel fresh Wall Street split

Shopify shares fell 4.7% to $113.65 early Wednesday, extending Tuesday’s 8% drop. Investors weighed mixed analyst views on the company’s AI-driven “agentic commerce” strategy and a 4% merchant fee for ChatGPT checkout. Jefferies and Wolfe Research flagged profitability and valuation concerns. Wall Street’s consensus rating remains “Moderate Buy.”
4 February 2026
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Saks pulls plug on “Saks on Amazon” as luxury e-commerce bet unravels in bankruptcy

Saks pulls plug on “Saks on Amazon” as luxury e-commerce bet unravels in bankruptcy

Amazon will continue its luxury storefront without Saks Fifth Avenue as Saks Global ends their partnership during its Chapter 11 restructuring. Saks is closing 62 off-price outlets and shifting focus to Saks.com. Amazon, a stakeholder in Saks, is disputing parts of Saks’ bankruptcy financing in court. The split follows limited brand participation in the “Saks on Amazon” venture.
4 February 2026
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Shopify earnings clock ticks: Jefferies sees “solid” Q4 as SHOP tests oversold bounce

Shopify earnings clock ticks: Jefferies sees “solid” Q4 as SHOP tests oversold bounce

Jefferies kept a Hold rating on Shopify with a $160 target, citing “solid” Q4 fundamentals and possible upside in gross merchandise value. Shopify stock rebounded 1.8% to $133.59 Monday after hitting a six-month low last week. The company reports Q4 earnings Feb. 11. A Seeking Alpha contributor upgraded Shopify to “buy,” highlighting AI-driven growth.
3 February 2026
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Shopify stock slides nearly 9% as Fed-chair jitters build ahead of Feb. 11 earnings

Shopify stock slides nearly 9% as Fed-chair jitters build ahead of Feb. 11 earnings

Shopify shares fell 8.64% to $131.23 on Nasdaq Friday, with Toronto shares down 7.68%. The drop followed news that Donald Trump picked Kevin Warsh to succeed Jerome Powell as Fed chair, fueling rate and inflation worries. Shopify’s Q4 earnings are set for Feb. 11. The company also announced a new Verifone partnership and exercised warrants for 344,383 Klaviyo shares at $0.01 each.
31 January 2026
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Shopify stock price rises as SHOP bucks tech slump ahead of Feb. 11 earnings

Shopify stock price rises as SHOP bucks tech slump ahead of Feb. 11 earnings

Shopify shares rose 2.7% to $142.73 Thursday, outperforming a falling U.S. market ahead of its Feb. 11 earnings release. The stock swung between $137.47 and $144.00 during volatile trading. Major indexes and most e-commerce stocks declined, with the Nasdaq 100 ETF down 1.1%. Investors are watching Shopify’s gross merchandise volume and 2026 outlook amid sector-wide caution.
29 January 2026
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UPS stock price drops 3% as Amazon pullback and 30,000-job cut plan sink in

UPS stock price drops 3% as Amazon pullback and 30,000-job cut plan sink in

UPS shares fell 3.2% to $103.82 Wednesday after the company said it will cut up to 30,000 jobs and close 24 facilities in 2026, reducing Amazon deliveries. UPS warned revenue will dip in early 2026 before recovering, and forecast full-year revenue of $89.7 billion. The board approved a $1.64 quarterly dividend. Teamsters said members are likely to reject the company’s buyout offer.
28 January 2026
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AppLovin stock price rises in midday trade as Needham turns bullish on Axon e-commerce push

AppLovin stock price rises in midday trade as Needham turns bullish on Axon e-commerce push

AppLovin shares rose 1.2% to $550.25 midday Wednesday after Needham upgraded the stock to “buy” and set a $700 target, citing gains in e-commerce ad revenue and new retail clients. Investors await the company’s Feb. 11 earnings report for more detail on Axon’s performance and advertiser growth. The SEC continues to investigate AppLovin’s data practices.
28 January 2026
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MercadoLibre stock slips today as Brazil logistics fee hike and earnings calendar grab attention

MercadoLibre stock slips today as Brazil logistics fee hike and earnings calendar grab attention

MercadoLibre shares fell about 1% to $2,131.19 by midday Friday, underperforming the broader market after new details on a planned Brazil logistics fee hike. Itau BBA estimates the March adjustment could lift Brazil’s take rate by 80 basis points and add $280 million in annual net revenue. Investors await remarks at the Jan. 27 UBS conference and the company’s Feb. 24 earnings report.
23 January 2026
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Shopify stock slips as partner shake-up and new finance push land mid-session

Shopify stock slips as partner shake-up and new finance push land mid-session

Shopify shares fell 0.6% to $137.66 by early afternoon Thursday, trailing gains in the S&P 500 and Nasdaq 100. The company is restructuring its partnerships unit and launching new merchant finance tools, including a “Capital flex account” and higher rewards caps. Shopify also promoted its AI-commerce strategy at the NRF 2026 conference, unveiling an open standard with Google.
22 January 2026
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MercadoLibre stock slipped Friday — what MELI investors are watching after the long weekend

MercadoLibre stock slipped Friday — what MELI investors are watching after the long weekend

MercadoLibre shares fell 1.1% to $2,075.01 on Friday, capping a two-day slide ahead of the U.S. market holiday. Trading volume reached about 547,000 shares. A regulatory filing showed Pictet North America Advisors held 9,342 shares worth $18.8 million as of Dec. 31. Investors await MercadoLibre’s Jan. 27 UBS conference appearance and its Feb. 24 earnings report.
18 January 2026
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Shopify stock ticks higher after Toronto tech rout as AI-shopping push stays in view

Shopify stock ticks higher after Toronto tech rout as AI-shopping push stays in view

Shopify shares rose 0.8% to $158.7 by midday Thursday, rebounding after a 5.9% drop in Toronto the previous day. The move comes as investors assess Shopify’s new integrations with Google and Microsoft shopping tools. Shares traded between $157.9 and $161.3, remaining below the 52-week high. Broader tech stocks also edged higher despite uncertainty over U.S. interest rate cuts.
15 January 2026
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Shopify stock in focus after 6% slide as Wayfair joins Google’s AI checkout protocol

Shopify stock in focus after 6% slide as Wayfair joins Google’s AI checkout protocol

Shopify shares fell 5.9% to $157.51 Wednesday amid a broad tech selloff, with the stock active premarket as Wayfair announced adoption of Google’s Universal Commerce Protocol, co-developed with Shopify, for AI-powered checkout. Google said the protocol will soon enable direct purchases via its AI search and Gemini app, with PayPal integration planned. Traders await U.S. jobless claims and major bank earnings Thursday morning.
15 January 2026
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Shopify’s AI shopping push puts checkout inside Google Gemini and Microsoft Copilot

Shopify’s AI shopping push puts checkout inside Google Gemini and Microsoft Copilot

Shopify unveiled a Universal Commerce Protocol with Google, allowing AI assistants to complete purchases inside chat and search platforms. Over 20 retailers and payment firms, including Visa and Mastercard, back the standard. Shopify shares fell 7.5% to $154.89 in late morning New York trading. Amazon dropped 2%, while Etsy slipped 0.3%.
14 January 2026
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Stock Market Today

AMD stock jumps 8% in chip rebound — what investors are watching before Monday

AMD stock jumps 8% in chip rebound — what investors are watching before Monday

7 February 2026
New York, February 7, 2026, 09:08 EST — Market closed. Advanced Micro Devices (AMD) ended Friday up 8.2% at $208.44, lifting the AMD stock price heading into next week after a sharp bounce in chip shares. The stock traded between $192.66 and $209.24 and saw volume of about 54.5 million shares. The move mattered because semiconductors have been the pressure point in a widening argument over how much big tech will spend on artificial intelligence (AI) hardware this year. The Philadelphia Semiconductor Index — a widely followed basket of chipmakers — rose 5.7% after three straight daily losses, as investors
Alphabet stock drops for a fourth straight day as AI spending jitters linger

Alphabet stock drops for a fourth straight day as AI spending jitters linger

7 February 2026
Alphabet shares fell 2.53% to $322.86 Friday, marking a fourth straight decline as investors questioned heavy AI-related spending. The Nasdaq slipped Thursday after Alphabet detailed up to $185 billion in capex, while the Dow and S&P 500 rose Friday on chipmaker gains. U.S. markets reopen Monday, with attention on Alphabet’s outlook and upcoming jobs and inflation data.
BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

7 February 2026
BigBear.ai Holdings shares surged 15.7% Friday to $4.72 ahead of a key shareholder vote on doubling authorized shares to 1 billion. Options trading was heavy, with a put/call ratio of 0.19. The company recently announced deals in AI customs technology and a partnership with Abu Dhabi’s AD Ports Group. The special meeting is set for Feb. 18, with online voting open until late Feb. 17.
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