E-Commerce News 2 December 2025

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

NEW YORK, December 29, 2025, 04:58 ET Amazon said it has halted plans to launch commercial drone deliveries in Italy, stepping back from a European expansion effort after what it described as a strategic review. Reuters The pullback matters now because Amazon is still trying to broaden Prime Air, its drone delivery program, even as regulators scrutinize how unmanned aircraft can be used in populated areas. The company is also pushing ahead with new U.S. service areas. Metro Detroit News+1 Italy’s civil aviation authority, ENAC, said it was caught off guard by Amazon’s decision and said the company planned to

29 December 2025

Amazon·E-Commerce·NASDAQ:AMZN

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

NEW YORK, December 29, 2025, 02:59 ET — Market closed. Coupang Inc said it will hand out vouchers worth 1.69 trillion won ($1.18 billion) to holders of 33.7 million accounts after a data leak, putting the New York-listed stock in focus ahead of U.S. trading later on Monday. Reuters The shares last closed on Friday at $24.27, up 6.45%, and have swung sharply in recent sessions as investors weighed the fallout from the breach. Investing.com The compensation package matters now because it puts a price tag on the incident at a time when South Korean lawmakers are stepping up scrutiny

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

NEW YORK, Dec. 27, 2025, 10:37 a.m. ET — Market closed. Walmart Inc. (Nasdaq: WMT) heads into the weekend with U.S. equities shut for Saturday trading, leaving investors to digest a thin, post-holiday tape, fresh analyst commentary, and new read-throughs on how value-driven consumer behavior may carry into early 2026. Shares last finished the most recent regular session at $111.74, after trading between $111.36 and $111.97 on the day. MarketBeat Walmart stock price action: where WMT left off before the weekend Friday’s market tone was quiet and volume across Wall Street was light as many institutions wrapped up year-end positioning.

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

As of 1:59 a.m. ET in New York on Saturday, December 27, 2025, U.S. stock exchanges are closed for the weekend, leaving investors to digest a fast-moving mix of company-specific catalysts and late-year market positioning before the next regular session. MercadoLibre, Inc. (NASDAQ: MELI) — the dominant e-commerce and fintech platform across much of Latin America — heads into the final trading days of 2025 with several major narratives converging at once: an investment-grade credit rating upgrade, continued logistics-led growth investments (including a Brazil free-shipping expansion that has helped volume but pressured margins), a looming CEO transition, and fresh regulatory

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

December 25, 2025 — Shopify Inc. is closing out 2025 with its stock near multi-month highs, a growing stream of institutional ownership updates, and an intensifying debate over whether its premium valuation is justified by accelerating revenue, payments expansion, and a fast-moving push into AI-driven commerce. While U.S. markets are closed today for the Christmas holiday, Shopify’s latest available U.S. close sits at $169.45 (NASDAQ: SHOP), with the most recent trade timestamped December 24. Below is what’s driving Shopify’s narrative as of Dec. 25, 2025—including the day’s key filings and fresh valuation commentary—plus what investors and merchants are watching heading

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.com, Inc. (NASDAQ: AMZN) stock is trading around the $227 level on December 22, 2025, as investors weigh a fast-moving mix of AI/cloud catalysts, new delivery experiments, and big-ticket spending plans that could reshape Amazon’s growth narrative into 2026. After a year in which Amazon’s share performance has been described as roughly flat—especially compared with broader large-cap benchmarks—today’s debate is less about whether Amazon is still a high-quality business and more about what deserves credit (and what deserves scrutiny) in its next phase: AWS’ AI momentum, the economics of faster delivery, and the payback period on surging infrastructure investment. The

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)

Updated: Sunday, December 21, 2025Ticker: Shopify Inc. (Nasdaq: SHOP; TSX: SHOP) Shopify Investors+1 Shopify stock enters Christmas week with two forces pulling at the same time: strong holiday demand signals from merchants on its platform, and thin, holiday-shortened market conditions that can amplify swings in high-beta growth names like SHOP. Shopify+2Investing.com+2 As of the most recent close (Friday, Dec. 19, 2025), Shopify shares were $169.57 on Nasdaq and C$233.80 on the TSX, with a 52-week range on the U.S. listing of $69.84–$182.19 (per Shopify’s investor data). Shopify Investors This week-ahead report (for Dec. 22–26) breaks down the latest SHOP headlines

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 Inc. shares rallied on Thursday, December 18, as a fresh wave of Wall Street price-target increases collided with a friendlier macro backdrop for growth stocks. Shopify’s U.S.-listed shares (NASDAQ: SHOP) were up 3.6% to $167.56 in mid-afternoon pricing (as of 2:16 p.m. ET, delayed), after touching an intraday high of $172.96. The move pushed the stock to within roughly 8% of its 52-week high. Shopify Investors Investors have two clear narratives to digest today: a cluster of bullish analyst updates that revived the “$200 target” conversation, and a cooler U.S. inflation print that strengthened hopes the Federal Reserve can

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, Inc. (NASDAQ: AFRM) is back in the spotlight on December 17, 2025 after a sharp move higher that followed upbeat commentary from management, a renewed focus on holiday-season demand, and renewed attention on its long-running Amazon relationship. As of the latest available quote early Dec. 17 (UTC), AFRM traded around $73.39, up about 11.77% from the prior close—an unusually large single-day swing even for a high-beta fintech name. What’s different this time is that the rally isn’t being pinned to “vibes” alone. Investors are reacting to specific signals: (1) management pushing back on third-party data that implied a

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

December 15, 2025 — Shopify Inc. (NASDAQ: SHOP; TSX: SHOP) stock traded lower on Monday as investors weighed a fresh round of analyst commentary, new ecosystem headlines, and the company’s broader push to turn AI into a commerce growth engine. SHOP was last seen around $161–$163, down roughly 1%–2% on the session after an intraday run that previously touched the high-$160s. Investing.com+1 While day-to-day volatility is nothing new for high-multiple software names, the current debate around Shopify stock is sharpening into a familiar split: bulls point to accelerating commerce enablement (AI, enterprise, payments, international), while skeptics focus on valuation risk

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)

SEO meta description: Shopify stock (NASDAQ: SHOP) ended the week at $164.19 after a choppy run driven by Winter ’26 “RenAIssance” AI updates, new Product Network commerce/ads tools, record Black Friday–Cyber Monday sales, and a Cyber Monday outage. Here’s the week’s recap, analyst forecasts, valuation debate, and week-ahead catalysts. As of the Friday, Dec. 12, 2025 close, Shopify Inc. (NASDAQ: SHOP) finished at $164.19 (down 0.34% on the day). The company’s Toronto listing (TSX: SHOP) closed at C$226.15. Shopify Investors This week’s headline for SHOP shareholders: big product ambition, big price swings. Shopify spent the last several days rolling out

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

Updated December 11, 2025 Shopify Inc. (NASDAQ: SHOP, TSX: SHOP) is back in the spotlight this week as it leans hard into artificial intelligence with its Winter ’26 “RenAIssance” product edition, fresh record-breaking Black Friday–Cyber Monday numbers, and a new round of analyst commentary that’s wrestling with one big question: can the fundamentals keep up with the valuation? Shopify stock price on December 11, 2025 As of Thursday trading on December 11, Shopify shares are changing hands in the mid‑$160s, after a sharp rally this week and a modest pullback today: Valuation remains punchy: Volatility has picked up: the stock

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