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E-Commerce News 2 January 2026 - 12 January 2026

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

NEW YORK, Jan 12, 2026, 10:02 EST Walmart shares gained roughly 2% Monday as Alphabet slipped, following news the retailer’s shopping experience will be integrated into Google’s Gemini assistant. Shoppers can now build carts and complete checkout without leaving the chat interface. “We aren’t just watching the shift, we are driving it,” said John Furner, Walmart U.S. chief and incoming CEO. (https://corporate.walmart.com/news/2026/01/11/walmart-and-google-turn-ai-discovery-into-effortless-shopping-experiences) Google’s latest move is crucial as it aims to lock in high-intent shopping—and the ads tied to it—within its AI platforms, responding to consumers shifting from keyword searches to conversational tools. The company introduced the Universal Commerce Protocol,
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

New York, Jan 12, 2026, 12:03 EST — Regular session Walmart shares jumped 3.4% to $118.47 in midday trading on Monday after the retailer outlined a new shopping tie-up with Google’s Gemini chatbot and traders positioned for its Nasdaq-100 debut. (MarketWatch) The announcements land at a touchy moment for retail stocks, when investors are trying to figure out whether price-conscious shoppers keep trading down or start spending again. Walmart’s pitch is simple: make buying faster, cheaper, and harder to mess up. They also put Walmart back in a tech race it didn’t start, but can’t ignore. Getting discovered inside an
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

NEW YORK, Jan 12, 2026, 07:49 EST Shares of Alphabet climbed roughly 1% in early Monday trading. On Sunday, Google unveiled new AI shopping tools designed to pull retailers further into its Search AI Mode and Gemini app, offering a more seamless journey from product discovery to checkout. The shift comes as retailers and payment companies dive into “agentic commerce” — industry jargon for AI that doesn’t just respond but actually takes steps, like assembling a basket and initiating payment. After the National Retail Federation convention kicked off in New York, Google CEO Sundar Pichai unveiled the Universal Commerce Protocol,
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

New York, Jan 11, 2026, 17:43 EST — Market closed Shopify Inc (SHOP.O) announced on Sunday that it has teamed up with Alphabet’s Google to create a “Universal Commerce Protocol,” enabling AI assistants to finalize online purchases for merchants. The company also rolled out an “Agentic plan” that opens its Shopify Catalog to brands beyond its own platform. Meanwhile, Microsoft unveiled an updated Copilot checkout designed to guide shoppers “from search to purchase in a single conversation,” according to Microsoft executive Nayna Sheth. (Shopify) The focus is on what companies refer to as agentic commerce — shopping where software doesn’t
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

New York, Jan 11, 2026, 15:33 EST — Market closed. Shopify (SHOP) said on Sunday it has teamed up with Google on a new “Universal Commerce Protocol” meant to let AI agents complete checkouts inside chat-style tools, a shift that could reshape how its merchants reach buyers. The e-commerce software firm said the protocol is designed to handle steps such as discount codes and loyalty credentials, and that Shopify merchants will be able to sell directly inside Google Search’s AI Mode and the Gemini app. “We have taken everything we’ve seen over the decades to make UCP a robust commerce
11 January 2026
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Shopify stock slips as Microsoft rolls out Copilot Checkout and analysts raise targets

Shopify stock slips as Microsoft rolls out Copilot Checkout and analysts raise targets

NEW YORK, Jan 10, 2026, 16:20 (ET) — Market closed Shopify Inc. shares dipped 2.3% to close at $164.48 on Friday, dropping despite U.S. stocks finishing the week strong. The stock has resurfaced on trader radars following two headlines Thursday linked to what analysts describe as “agentic commerce”—AI-powered shopping that helps consumers discover and purchase products with fewer clicks. Why it matters now: Shopify earns revenue as merchants boost sales and lean on its extra services. Changes in how shoppers find products or finalize purchases can directly impact gross merchandise value and payment volumes. Microsoft announced that Copilot Checkout is
10 January 2026
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Microsoft stock has a new AI-commerce catalyst as Copilot Checkout rolls out with PayPal

Microsoft stock has a new AI-commerce catalyst as Copilot Checkout rolls out with PayPal

NEW YORK, Jan 10, 2026, 09:35 EST — Market closed Microsoft Corp’s (MSFT.O) newest move to transform its Copilot chatbot into a shopping and checkout hub comes as investors begin recalibrating their 2026 AI revenue forecasts. The stock closed Friday slightly higher, gaining 0.2% to $479.28. Timing is key. Big tech has driven much of the index rally, yet traders are now questioning what follows the flashy AI demos — particularly for firms investing heavily in data centers, chips, and software to stay competitive. Megacaps have turned jittery amid a “show me” sentiment. Microsoft dropped 1.1% Thursday amid a tech
10 January 2026
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PayPal stock slips as Microsoft Copilot Checkout deal puts AI shopping in focus

PayPal stock slips as Microsoft Copilot Checkout deal puts AI shopping in focus

New York, Jan 10, 2026, 07:10 (EST) — Market closed PayPal shares slipped on Friday, even as Microsoft rolled out a “Copilot Checkout” feature that lets shoppers buy items inside its Copilot chatbot with payments handled by partners including PayPal. PayPal stock closed down 1.05% at $57.66. (Source) The timing matters because PayPal is trying to prove it can still add payment volume without leaning on heavy discounts, and AI-led shopping is quickly turning into a new front door for online spending. If chat-based buying catches on, payments firms want to be the default button. Investors also have little patience.
10 January 2026
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Amazon stock edges up after-hours as Amazon Pharmacy adds Novo’s Wegovy pill

Amazon stock edges up after-hours as Amazon Pharmacy adds Novo’s Wegovy pill

Amazon.com (AMZN.O) shares rose 0.4% in after-hours trading on Friday after Amazon Pharmacy said it has begun offering Novo Nordisk’s (NOVOb.CO) Wegovy weight-loss pill via insurance plans as well as a cash-pay option. Customers who qualify and have commercial insurance could pay $25 for a one-month supply, while cash-pay begins at $149; the U.S. FDA approved the pill in December, Amazon said. AMZN last traded at $247.33, after ranging from $242.31 to $247.71 during the session. Novo has said the pill will also be available through CVS and Costco and through telehealth providers including Ro, LifeMD, WeightWatchers and GoodRx. (Reuters)
9 January 2026
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Broadcom stock today: AVGO in focus after bond pricing details land and Wi‑Fi 8 chips debut

Broadcom stock today: AVGO in focus after bond pricing details land and Wi‑Fi 8 chips debut

New York, January 7, 2026, 09:40 EST — Regular session Broadcom shares were up about 0.1% at $343.77 in early U.S. trading on Wednesday after the company filed new details tied to a senior notes offering. SEC The financing update lands at a moment when investors are watching how Broadcom’s AI ramp affects profit, not just revenue. In December, the company said a higher mix of AI-related sales would pressure gross margin, and analysts flagged customer concentration and lower-margin system sales as a near-term drag. Reuters Broadcom is also trying to widen the “AI everywhere” pitch beyond data centers. At
7 January 2026
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MercadoLibre stock extends surge as Venezuela headlines keep MELI in play

MercadoLibre stock extends surge as Venezuela headlines keep MELI in play

New York, January 6, 2026, 12:20 EST — Regular session Shares of MercadoLibre (MELI) rose about 3.3% on Tuesday to $2,219.87 in regular trading, extending the prior session’s rally as investors continued to reposition around Venezuela-related headlines. The move matters now because MercadoLibre is one of the most liquid U.S.-listed ways to express a view on Latin America, and it has become a fast-moving proxy when investors swing into “risk-on” trades — a shift toward higher-risk assets. A Zacks markets note said the stock gained about 8.8% on Monday as “hopeful Venezuelan sentiment” spread. Nasdaq Broader markets turned higher after
6 January 2026
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Walmart stock draws fresh buy talk for 2026 as e-commerce growth narrows Amazon gap

Walmart stock draws fresh buy talk for 2026 as e-commerce growth narrows Amazon gap

NEW YORK, Jan 2, 2026, 10:42 ET Walmart shares traded around $111.56 on Friday morning, little changed as fresh investor commentaries kept attention on the retailer’s online push and expanding profit streams. The debate matters at the start of 2026 as investors look for companies that can hold up if shoppers stay price-conscious, while still posting growth in digital sales. Walmart’s scale gives it room to gain share across groceries, general merchandise and delivery. Walmart has leaned into “omnichannel” retailing — selling through stores and online — and the story has increasingly centered on whether it can grow e-commerce profitably
2 January 2026
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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