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E-Commerce News 12 January 2026 - 23 January 2026

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

New York, Jan 15, 2026, 12:45 PM ET — Regular session Shares of Shopify Inc climbed roughly 0.8% to $158.7 on Thursday, bucking a volatile market following a selloff in Canadian tech stocks the day before. This matters because Shopify now acts as a high-beta barometer for risk appetite in software and online retail. When investors pull back from growth due to geopolitics or interest rates, the stock usually reacts quickly. Wall Street found some footing Thursday, with tech and major indexes edging higher despite new U.S. data muddying the outlook for near-term rate cuts. (Reuters) On Wednesday in Canada,
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

New York, Jan 15, 2026, 07:23 EST — Premarket Shares of Shopify Inc (SHOP) fell 5.9% to close at $157.51 on Wednesday amid a wider tech selloff. The stock remained active in premarket trading Thursday as more retailers endorsed a new AI shopping standard. Wayfair announced it will use Google’s Universal Commerce Protocol, describing it as “the common language for this new ecosystem.” (Shopify Investors) The pitch is crucial as “agentic commerce” — where AI assistants handle tasks like assembling a cart and finishing payment — shifts from demos to early launches. Shopify president Harley Finkelstein told Vogue, “We’ve never
15 January 2026
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Shopify stock slides after-hours as growth trade wobbles; AI shopping push back in spotlight

Shopify stock slides after-hours as growth trade wobbles; AI shopping push back in spotlight

New York, Jan 14, 2026, 18:51 EST — After-hours Shares of Shopify Inc dropped 5.9%, closing at $157.51 in after-hours trading Wednesday. During the session, the stock fluctuated between $153.90 and $167.50. The decline hit harder since investors were already pulling back from growth stocks amid big-bank earnings and fresh U.S. data. When sentiment shifts, high-valued shares can swing sharply, one way or the other. (Reuters) Shopify’s shares dropped 5.9% in Toronto, dragging the tech sector down 4.5% for the day, according to a Reuters report. (Reuters) U.S. retail sales in November outpaced expectations, underscoring that the economy remains strong
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

Ottawa, January 14, 2026, 11:15 (EST) Ottawa-based Shopify (SHOP.TO, SHOP.N) announced it has co-created a new open standard with Google and broadened its integrations with both Google and Microsoft. The goal: to enable shoppers to complete purchases from Shopify merchants directly within AI search and chat tools. Called the Universal Commerce Protocol (UCP), the technology links AI systems to merchants’ checkout processes, facilitating transactions inside conversational interfaces. Brands like Monos and Gymshark will sell through Google’s AI surfaces, while Keen is among those using Microsoft’s Copilot Checkout, according to Digital Commerce 360. https://www.digitalcommerce360.com/2026/01/12/shopify-universal-commerce-protocol-open-standard-agentic-ai/ The push is gaining momentum as “agentic
14 January 2026
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Walmart stock rises as Nasdaq-100 countdown meets Google Gemini shopping plan and Wing drones

Walmart stock rises as Nasdaq-100 countdown meets Google Gemini shopping plan and Wing drones

NEW YORK, Jan 13, 2026, 10:46 EST — Regular session Walmart Inc (WMT) shares gained 1.3%, hitting $119.54 in mid-morning trading Tuesday. The stock had closed at $117.97 the day before, opened today at $117.81, and climbed to a session high of $119.69. Walmart remains in the spotlight as buying ramps up ahead of its Jan. 20 inclusion in the Nasdaq-100, part of a reshuffle that will see AstraZeneca dropped, Nasdaq confirmed. U.S. markets will be closed on Jan. 19 for Martin Luther King Jr. Day. (GlobeNewswire) Index moves can trigger short-term shifts since large funds tracking the Nasdaq-100 need
13 January 2026
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Google’s Gemini gets Walmart checkout as Alphabet stock rises in AI shopping push

Google’s Gemini gets Walmart checkout as Alphabet stock rises in AI shopping push

NEW YORK, Jan 13, 2026, 06:30 EST Alphabet (GOOGL) shares rose about 1% in premarket trading on Tuesday and Walmart (WMT) gained about 3% after the companies outlined plans to let shoppers buy Walmart and Sam’s Club items without leaving Google’s Gemini app. https://www.cnbc.com/2026/01/11/walmart-partners-with-google-gemini-on-shopping-tool.html (Walmart News & Leadership) The timing is the point. Big tech and big retailers are trying to turn chat into a checkout lane, part of what the industry calls “agentic commerce” — AI that can take multi-step tasks, like building a cart and paying, after a user prompts it. (The Verge) Google’s move also lands on
13 January 2026
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Walmart stock jumps as Google Gemini shopping push and Wing drone rollout grab attention

Walmart stock jumps as Google Gemini shopping push and Wing drone rollout grab attention

New York, Jan 12, 2026, 16:50 EST — After-hours Walmart Inc. shares climbed roughly 3% in after-hours trading Monday, building on gains from the regular session. The retailer unveiled plans to integrate shopping with Google’s Gemini chatbot and expand drone deliveries through Alphabet’s Wing. These moves carry weight now, arriving just as Walmart is set to benefit from a mechanical boost: its inclusion in the Nasdaq-100 often sparks buying by passive funds tracking the index. That alone can push demand higher, even if other factors stay flat. They bolster the company’s argument that it can win on speed and convenience—not
12 January 2026
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Walmart stock jumps on Google Gemini checkout, Wing drones and Nasdaq-100 countdown

Walmart stock jumps on Google Gemini checkout, Wing drones and Nasdaq-100 countdown

New York, Jan 12, 2026, 11:16 EST — Regular session Walmart shares jumped 3.3% to $118.36 by late morning Monday, beating a mostly flat market. Investors reacted to new news highlighting AI-powered shopping and quicker delivery options. Walmart’s selling point is speed and stickiness. The retailer wants shoppers to stay within its checkout system, even if they find products elsewhere, and aims to deliver quickly enough that convenience feels routine rather than a one-off treat. The timing is critical since Walmart will join the Nasdaq-100 on Jan. 20, taking AstraZeneca’s spot, the exchange operator announced Friday. The Nasdaq-100 tracks the
12 January 2026
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Stock Market Today

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

7 February 2026
Amazon shares fell Friday after the company announced a $200 billion AI infrastructure plan for 2026, exceeding analyst expectations and reviving investor concerns about profitability. Combined 2026 capex flagged by Amazon, Alphabet, Microsoft, and Meta now tops $630 billion. Nvidia, AMD, and Broadcom shares surged on the news, while software and data firms remained under pressure.
Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

7 February 2026
Nvidia surged 7.8% Friday, leading a chip stock rally that pushed the Dow above 50,000 for the first time. The PHLX semiconductor index gained 5.7% as Advanced Micro Devices rose 8.3% and Broadcom 7.1%. Amazon fell 5.6% after projecting $200 billion in 2026 capital spending. Investors weighed a $600 billion AI infrastructure outlay against sharp losses in software shares.
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