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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

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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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

Walmart shares rose 1.3% to $119.54 Tuesday as traders positioned ahead of its Jan. 20 entry into the Nasdaq-100, replacing AstraZeneca. The company announced a Google Gemini shopping partnership and an expanded drone delivery program with Wing. John Furner will become CEO on Feb. 1, succeeding Doug McMillon. Houston drone deliveries begin Jan. 15.
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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