Today: 1 March 2026
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E-Commerce 10 January 2026 - 27 January 2026

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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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

Alphabet shares rose about 1% and Walmart gained about 3% in premarket trading after announcing shoppers can buy Walmart and Sam’s Club items inside Google’s Gemini app. Google is launching the Universal Commerce Protocol to connect retailers to AI-powered checkout. The rollout begins in the U.S., with international expansion planned. Retailers will remain the seller of record for purchases made through the platform.
13 January 2026
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Google Gemini adds Walmart checkout: Alphabet’s new AI shopping push puts GOOGL stock in focus

Google Gemini adds Walmart checkout: Alphabet’s new AI shopping push puts GOOGL stock in focus

Walmart shoppers can now find and buy products directly through Google’s Gemini assistant, following a new integration announced Monday. Google also launched an open Universal Commerce Protocol to link AI agents with retailer checkout systems. Walmart shares rose about 2% in early trading, while Alphabet slipped 0.4%. Shopify said its merchants will soon sell through Google’s AI platforms as the rollout expands.
12 January 2026
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Walmart stock jumps on Google Gemini shopping plan, Wing drones and Nasdaq-100 spotlight

Walmart stock jumps on Google Gemini shopping plan, Wing drones and Nasdaq-100 spotlight

Walmart shares rose 3.4% to $118.47 after announcing a partnership with Google’s Gemini chatbot and confirming its upcoming Nasdaq-100 debut. Google said its new AI shopping protocol will launch with Walmart and other major retailers. Nasdaq will add Walmart to the Nasdaq-100 on Jan. 20, replacing AstraZeneca. Alphabet, Amazon, Target, and Costco also posted small gains in morning trading.
12 January 2026
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Google’s new Gemini “buy button” aims to keep shoppers — and retailers — inside its AI

Google’s new Gemini “buy button” aims to keep shoppers — and retailers — inside its AI

Alphabet shares rose about 1% premarket after Google launched new AI shopping tools and the Universal Commerce Protocol, partnering with Walmart, Shopify, and others. The protocol enables direct checkout in Search and Gemini, with retailers keeping transaction control. Walmart will let shoppers add products to carts via Gemini conversations. The rollout follows similar AI shopping moves by Amazon and OpenAI.
12 January 2026
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Shopify stock: What to watch Monday after Google Gemini AI checkout protocol debut

Shopify stock: What to watch Monday after Google Gemini AI checkout protocol debut

Shopify and Google announced a Universal Commerce Protocol to let AI assistants complete online purchases, with Google Pay and PayPal integration planned. Shopify shares closed Friday at $164.48 on Nasdaq, down 2.26%. Microsoft also launched an updated Copilot checkout. The new tools debuted as the National Retail Federation’s annual convention opened in New York.
12 January 2026
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Shopify stock set for Monday test after Google AI shopping protocol reveal

Shopify stock set for Monday test after Google AI shopping protocol reveal

Shopify and Google announced a new “Universal Commerce Protocol” on Sunday, enabling AI agents to complete purchases inside chat tools like Google Search’s AI Mode and Gemini. Shopify shares closed down 2.26% at $164.48 on Friday, despite the S&P 500 hitting a record high. Google CEO Sundar Pichai said the protocol is open and backed by major retailers. Traders await Monday’s open and U.S. inflation data on Tuesday.
11 January 2026
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