E-Commerce News 2 December 2025

Amazon scraps Italy drone delivery rollout as Prime Air takes off near Detroit

Amazon has halted plans for commercial drone deliveries in Italy after a strategic review, citing regulatory challenges. Italy’s civil aviation authority said the decision was unexpected and that Amazon may seek certification elsewhere in the EU. Meanwhile, Amazon launched Prime Air drone deliveries in Hazel Park, Michigan, this month.

29 December 2025

Amazon·E-Commerce·NASDAQ:AMZN

Coupang stock set for spotlight after $1.18 billion data-leak voucher plan

Coupang will issue 1.69 trillion won ($1.18 billion) in vouchers to 33.7 million account holders after a data leak. Founder Kim Bom declined to attend South Korean parliamentary hearings set for Tuesday and Wednesday. Shares closed Friday at $24.27, up 6.45%. Lawmakers and consumer groups criticized the compensation as limited to store credits.

29 December 2025

Data Security·E-Commerce·NYSE:CPNG·Stock Market

Walmart Stock (WMT) Weekend Update: Market Closed as New Analyst Coverage, Holiday Data, and NYC E-Commerce Momentum Shape the Next Trade

Walmart shares ended Friday at $111.74 after trading in a narrow range, with U.S. markets now closed for the weekend. CICC initiated coverage with an “Outperform” rating and a $125 price target. Barron’s reported Walmart’s web traffic rose about 14% during the holiday season. Investors await Monday’s open for signs of continued defensive buying.

27 December 2025

E-Commerce·NASDAQ:WMT·Stock Market

MercadoLibre (MELI) Stock News: Investment-Grade Upgrade, Brazil Free Shipping Push, and What to Watch Before Monday’s Open

MercadoLibre shares last traded at $2,005.71, up $8.04, with a market cap near $101 billion as U.S. exchanges closed for the weekend. Moody’s upgraded the company to investment grade in mid-December, citing stable outlook. Investors await Monday’s Nasdaq open amid thin holiday liquidity and ongoing CEO transition, logistics expansion, and regulatory developments.

27 December 2025

E-Commerce·NASDAQ:MELI·Stock Market

Shopify (SHOP) News Today: Institutional Buying, Analyst Forecasts, and AI “Agentic Storefronts” Shape the 2026 Outlook

Shopify closed at $169.45 on NASDAQ December 24, near multi-month highs and up 57.6% year-to-date. SEC filings show Norden Group LLC increased its stake by 126% in Q3, while Milestone Asset Management LLC raised its position by 195%. Institutional ownership stands at about 69.3%. Analyst targets cluster in the high $170s, with ratings split between “Hold” and “Buy.”

25 December 2025

Artificial Intelligence·E-Commerce·NASDAQ:SHOP·Stock Market·TSX:SHOP

Amazon Stock News Today (AMZN): Shares Hold Near $227 as OpenAI Talks, AWS AI Chips, and 30‑Minute Delivery Tests Set Up 2026

Amazon shares traded near $227 on December 22, 2025, with a market cap above $2.4 trillion. The stock moved modestly higher as investors tracked Amazon’s $38 billion cloud deal with OpenAI and reported talks for a $10 billion investment. Wall Street is watching AWS’ AI hardware push and the financial impact of Amazon’s infrastructure spending.

22 December 2025

E-Commerce·NASDAQ:AMZN·Stock Market

Shopify Stock (SHOP) Week Ahead: Holiday-Shortened Trading, BFCM Momentum, and the Next Catalysts to Watch (Dec. 22–26, 2025)

Shopify shares closed Friday at $169.57 on Nasdaq, near a 52-week high of $182.19, after reporting $14.6 billion in Black Friday–Cyber Monday sales, up 27% year over year. U.S. markets will close early Dec. 24 and shut Dec. 25, while the TSX remains closed Dec. 25–26, leaving U.S. trading to set the tone amid thin holiday liquidity.

22 December 2025

E-Commerce·NASDAQ:SHOP·Stock Market·TSX:SHOP

Shopify Stock (SHOP) Jumps as Wall Street Lifts Price Targets on “Agentic Commerce” — News, Forecasts and Key Levels for Dec. 19, 2025

Shopify Inc. (NASDAQ: SHOP; TSX: SHOP) is closing out the week in the spotlight after a sharp rally that pushed the e-commerce software leader back toward its 52-week highs. As of Friday, December 19, 2025, Shopify stock is trading around $166–$167, after closing Thursday at $166.80, up about 3.1% on the day. shopifyinvestors.com The move wasn’t driven by a single headline. Instead, it was a familiar “growth-stock cocktail”: a friendlier inflation backdrop, a wave of Wall Street price-target increases, and renewed investor enthusiasm around Shopify’s push into AI-enabled commerce—including what analysts are increasingly calling “agentic commerce.” Reuters+2Investing.com+2 Below is what’s

19 December 2025

E-Commerce·Stock Market

Shopify Stock Jumps on Analyst Price-Target Upgrades and Cooling Inflation — What’s Next for SHOP Shares (Dec. 18, 2025)

Shopify shares rose 3.6% to $167.56 on Thursday afternoon after a series of analyst price-target increases and a softer U.S. inflation report. The stock hit an intraday high of $172.96, nearing its 52-week peak. Volume reached 5.36 million shares. On the Toronto exchange, Shopify traded at C$230.76, up 3.47%.

18 December 2025

E-Commerce·NASDAQ:SHOP·Stock Market·TSX:SHOP

Affirm Stock (AFRM) Surges on Amazon Deal Extension and Holiday Demand Signals: News, Analyst Forecasts, and Outlook (Dec. 17, 2025)

Affirm Holdings shares jumped 11.77% to $73.39 early Dec. 17 after management said holiday-quarter trends remain strong and pushed back on negative third-party data. The company also disclosed a new five-year agreement with Amazon, extending their partnership through at least 2031.

17 December 2025

E-Commerce·NASDAQ:AFRM·Stock Market

Shopify Stock (SHOP) Today: UBS Sees 15–20% Growth Potential as Temu App and AI Upgrades Shape the 2026 Outlook

Shopify shares fell about 1.6% to $161.55 Monday after opening near $164.19 and trading as high as $169.39. UBS reiterated a Neutral rating and $165 target, citing multi-year growth potential but noting valuation risks. Temu launched a Shopify app for merchants, adding a new sales channel.

15 December 2025

E-Commerce·Growth Stocks·NASDAQ:SHOP·Stock Market·TSX:SHOP

Shopify (SHOP) Stock News Today: AI-Heavy Winter ’26 Launch Sparks Volatile Week — What Investors Are Watching Next Week (Updated Dec. 12, 2025)

Shopify (NASDAQ: SHOP) closed Friday, Dec. 12, 2025, at $164.19, up 3.6% for the week after unveiling its Winter ’26 “RenAIssance” AI updates and new commerce tools. Shares surged midweek, then slipped after a Cyber Monday outage and renewed debate over valuation. The stock remains below its 52-week high of $182.19.

13 December 2025

Artificial Intelligence·E-Commerce·NASDAQ:SHOP·Stock Market

Shopify Stock (SHOP) Today: AI Winter ’26 Update, Record Black Friday Sales and 2026 Forecast

Shopify shares traded around $166–167 on December 11, down 1–2% from the previous close after a sharp rally. The company launched its Winter ’26 “RenAIssance” Edition, introducing over 150 AI-powered updates across its platform. Market cap stands near $215–220 billion, with a P/E ratio above 120 and price-to-book over 18. Volatility remains high, with the stock up more than 50% in the past year.

11 December 2025

E-Commerce·Financial Forecasts·NASDAQ:SHOP·Stock Market·TSX:SHOP

Kroger (KR) Stock Update: Earnings Shock, E‑Commerce Pivot and Fresh Price Targets – December 7, 2025

Kroger (NYSE: KR) investors have had a lively start to December. After reporting a headline quarterly loss driven by a massive e‑commerce write‑down, the company beat profit expectations, trimmed its sales outlook and sketched an aggressive reset of its online strategy. The stock sold off sharply on the news, but Wall Street’s view remains cautiously bullish, with double‑digit upside implied by most 12‑month price targets. ir.kroger.com+2Reuters+2 This article rounds up the latest KR stock news, forecasts and analysis as of December 7, 2025, and explains what it may mean for Kroger’s share price going into 2026. Where KR stock stands

7 December 2025

E-Commerce·Earnings Reports·NYSE:KR·Stock Market

MercadoLibre (MELI) Stock Outlook: Q3 2025 Earnings, $750 Million Bond Deal and Analyst Targets Above $2,800

MercadoLibre, Inc. (NASDAQ: MELI) remains one of the most closely watched growth stocks in emerging markets. As of early trading on December 6, 2025, MercadoLibre stock changes hands around $2,050–$2,100 per share, roughly 22% below its 52‑week high of $2,645.22, giving the company a market capitalization of about $108 billion.MarketBeat+1 Despite a pullback of about 14% since its third‑quarter earnings release at the end of October, the Latin American e‑commerce and fintech giant continues to post revenue growth near 40% and attract strong investor and bond market demand.Nasdaq+1 This article reviews the most important news, forecasts and analyses up to

6 December 2025

E-Commerce·Earnings Reports·NASDAQ:MELI·Stock Market

Is Shopify Down Today? Cyber Monday Outage, Cloudflare Chaos and What It Means for E‑Commerce (December 5, 2025)

Published: December 5, 2025 As of this morning, Shopify’s own systems are largely operational again after a bruising week that exposed just how dependent online retail has become on a handful of platforms and infrastructure providers. On Cyber Monday, December 1, a login meltdown inside Shopify locked thousands of merchants out of their backends for hours during one of the most important shopping days of the year.Reuters+1 Four days later, on December 5, a separate global outage at infrastructure giant Cloudflare triggered 500‑error messages across huge chunks of the internet, briefly disrupting access to Shopify and many other sites once

5 December 2025

E-Commerce

DoorDash Stock (DASH) on December 4, 2025: Insider Buying, Analyst Targets and the Amazon Threat

Updated: December 4, 2025 DoorDash, Inc. (DASH) remains one of the most hotly debated growth stocks in the market. On December 4, 2025, shares trade around $222, giving the company a market capitalization near $96 billion and a rich price-to-earnings ratio of roughly 116 based on trailing earnings. StockAnalysis Year to date, DoorDash stock is up about 30–33%, comfortably ahead of the S&P 500, and its three‑year total shareholder return has topped 300%, even after a recent pullback. Simply Wall St+1 Today’s narrative around DASH is defined by three forces: Below is a structured look at the latest news, forecasts,

4 December 2025

E-Commerce·NASDAQ:DASH·Stock Market

DoorDash (DASH) Stock Rallies as $100 Million Insider Bet and Analyst Upgrades Clash With Amazon’s 30‑Minute Delivery Push

DoorDash, Inc. (NASDAQ: DASH) is back in the spotlight on Wednesday, December 3, 2025, as the stock grinds higher after a volatile November marked by an earnings sell‑off, a major insider purchase, fresh regulatory and cybersecurity headlines, and intensifying competition from Amazon’s new “ultra‑fast” delivery test. As of early afternoon U.S. trading, DoorDash shares were changing hands around $222, giving the company a market value near $94 billion. That leaves DASH roughly 40–45% above its 52‑week low near $155, but still about 20% below its October high around $285.50. wealthyhood.com On intraday measures, the stock briefly rallied more than 3%

3 December 2025

E-Commerce·NASDAQ:DASH·Stock Market

Shopify Stock Today: Record $14.6B Holiday Sales, Cyber Monday Outage and 2026 Forecasts (December 2, 2025)

Updated: December 2, 2025 – Shopify Inc. (NYSE: SHOP, TSX: SHOP) Shopify stock on December 2, 2025: bouncing back after a sharp sell-off Shopify stock is back in focus on Tuesday after a bruising Cyber Monday session and a flurry of fresh data on holiday sales and analyst forecasts. On Monday, December 1, shares of Shopify slid roughly 5.8–6%, closing around $149 after a major outage disrupted merchants on Cyber Monday, one of the busiest online shopping days of the year.Business Insider+1 According to MarketBeat, SHOP opened Tuesday at $149.28, leaving the stock about 18% below its 52‑week high of

2 December 2025

E-Commerce·Financial Forecasts·NYSE:SHOP·Stock Market·TSX:SHOP

Amazon (AMZN) Stock on December 2, 2025: AI Mega‑Deals, Fee Cuts and 30‑Minute Delivery Fuel a Fresh Bull Case

Amazon.com, Inc. (NASDAQ: AMZN) is quietly back in the spotlight. On December 2, 2025, Amazon stock trades around $233.88, up about 0.3% on the day, with a market capitalization near $2.5 trillion. That leaves shares roughly 10% below their 52‑week high of $258.60, despite a powerful run in profits and a growing AI narrative around AWS. StockAnalysis At the same time, a wave of same‑day news and fresh research is reshaping the near‑term story for AMZN: Here’s a structured look at what’s happening with Amazon stock today, what Wall Street is forecasting, and how the latest AI, retail and regulatory