Alibaba’s Earnings Test Is Whether AI Can Pay for the Delivery Fight

Alibaba Group’s U.S.-listed American depositary receipts, the NYSE-traded proxy for the Chinese company, were quoted at $136.15 in early premarket, up 1.02%, after closing Tuesday at $134.78, down 1.84%. That is the first read on the stock today: buyers are not gone, but the chart still carries the damage from pre-earnings risk cutting. Google Finance showed Tuesday’s low at $133.82 and a 52-week high of $192.67, so the rebound starts from a bruised level, not a fresh breakout.

13 May 2026

JD.com Rises as Retail Margin Beat Offsets Food-Delivery Cost Fears

JD.com jumped out of the gate in Hong Kong, finishing at HK$128.20—an 8.28% gain that came within a whisker of its session peak, HK$128.30. Over in the U.S., the company’s ADR was quoted at $31.49 ahead of the New York bell, up roughly 3.2%.

13 May 2026

E-Commerce·HKG:9618·NASDAQ:JD·Stock Market

Shopify Stock Falls as Q2 Margin Guide Tests the AI Commerce Bull Case

Shopify Inc. keeps posting rapid growth. Yet, the stock price reflects skepticism that this pace is sufficient.

12 May 2026

E-Commerce·NYSE:SHOP·Stock Market

Shopify Stock Slides Again As AI Cost Fears Spill Into Shareholder Vote

Shopify Inc. shares slid 7.13% to $102.54 on Monday, extending last week’s post-earnings weakness as fresh annual-meeting documents spotlighted AI oversight for shareholders. The Nasdaq listing edged up to $102.69 after hours, with the market already shut.

11 May 2026

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

Coupang Stock Slides After $266 Million Q1 Loss, and the Data-Breach Bill Is Still Coming Due

Coupang Inc. shares took a 16.6% hit to $17.32 in early afternoon trading in New York on Wednesday, pressured by a $266 million net loss for the first quarter. The South Korea-focused e-commerce company blamed higher compensation and network expenses stemming from last year’s data breach for the red ink in the January–March stretch. MarketScreener provided the trading data.

6 May 2026

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

Amazon Stock Nears $3 Trillion As Logistics Push Takes Aim At UPS And FedEx

Amazon shares ticked up in early premarket action Wednesday, quoted at $274.52—just enough to nudge the company closer to that $3 trillion valuation mark following a fourth straight record close. The stock was up 0.35% from Tuesday’s finish at $273.55, landing Amazon’s market cap near $2.97 trillion. A fresh push into logistics has been stirring things up for parcel giants UPS and FedEx.

6 May 2026

E-Commerce·Stock Market·Technology

UPS Stock Hit as Amazon Opens Logistics Network in Direct Challenge to Parcel Giant

United Parcel Service shares came under renewed pressure ahead of Tuesday’s New York open, as Amazon.com rolled out its logistics network for external businesses—a step that investors saw as a direct threat to UPS and FedEx’s grip on parcel delivery and freight.

5 May 2026

Amazon·E-Commerce·NASDAQ:AMZN·NASDAQ:LE·NYSE:AEO·NYSE:FDX·NYSE:MMM·NYSE:PG·NYSE:UPS·Stock Market

Shopify Stock Slides After $100 Billion GMV Quarter — Why Investors Still Wanted More

Shopify’s U.S. shares slipped in early trading Tuesday. The Canadian commerce software firm issued a second-quarter forecast mostly in line with Wall Street’s expectations, muting the effect of a first-quarter milestone as merchant sales on its platform topped $100 billion.

5 May 2026

E-Commerce·NYSE:SHOP·Stock Market

FedEx Stock Tumbles As Amazon Opens Its Logistics Network to All Businesses

FedEx Corp. shares dropped Monday, reacting to Amazon.com Inc.’s decision to let outside firms use its logistics network—pulling the e-commerce heavyweight into more direct competition with FedEx and United Parcel Service across freight, warehousing, and package delivery.

4 May 2026

E-Commerce·NASDAQ:AMZN·NYSE:FDX·Stock Market

eBay Stock Gets a Jolt: Q1 Beat, GMV Surge and GameStop Offer Report Put Marketplace Back in Play

On Friday, eBay Inc. found itself the subject of new deal chatter, just 48 hours past its upbeat first-quarter earnings. A Reuters piece cited the Wall Street Journal, saying GameStop is gearing up for a potential bid for the online marketplace. eBay stock jumped roughly 9% after hours; shares of GameStop were up around 3%, according to Reuters.

2 May 2026

E-Commerce·Earnings Reports·NASDAQ:EBAY·NYSE:GME·Stock Market

UPS Earnings Beat Wall Street, But Amazon Pullback Is the Real Test

UPS topped analyst forecasts for both profit and revenue in the first quarter, reporting $21.2 billion in sales and $1.27 billion in operating profit. Adjusted earnings landed at $1.07 per share. The Atlanta-based delivery giant is navigating a network revamp and trimming less-profitable Amazon shipments, but Tuesday’s results offered some breathing room.

28 April 2026

E-Commerce·Earnings Reports·Stock Market

Walmart Stock Gets a Fresh Jolt as China Growth and One-Hour Delivery Put Amazon, Costco on Notice

Walmart Inc. is dangling a couple of new carrots for investors—speedier home delivery, plus a bigger Sam’s Club presence in China. Both moves target what’s next for the retailer as it looks to tackle its upcoming growth challenge.

27 April 2026

E-Commerce·NYSE:WMT·Stock Market

Walmart’s Backroom Delivery Test Targets Amazon’s Same-Day Edge

Walmart is experimenting with using its store back rooms to stash inventory from third-party sellers, looking to trim delivery times for online marketplace orders—and to challenge Amazon in the speed race. That’s according to a Sunday report from the Financial Times, which cited sources familiar with the initiative.

20 April 2026

E-Commerce·NASDAQ:AMZN·NYSE:WMT

Amazon Sellers Face 3.5% Fuel Surcharge Starting April 17 as Iran War Drives Up Delivery Costs

Starting April 17, Amazon is slapping a 3.5% fuel and logistics surcharge onto fulfillment fees for a broad swath of third-party sellers, a move that passes more of those climbing energy costs down the line as Brent crude hovered near $110 a barrel at Monday’s close.

6 April 2026

E-Commerce·NASDAQ:AMZN

Walmart’s Flipkart returns to India, clearing the way for IPO

Flipkart, Walmart’s e-commerce operation in India, has relocated its holding company from Singapore to India, removing a major obstacle ahead of a domestic IPO. With this shift, the American retail giant edges forward in extracting value from what ranks among its largest international investments.

10 March 2026

E-Commerce·NYSE:WMT

Tesco PLC Tests 24/7 Royal Mail Parcel Lockers at UK Stores as Convenience Race Intensifies

Tesco has rolled out Royal Mail parcel lockers outside a handful of UK stores, letting customers collect, send, or return parcels anytime—part of the grocer’s ongoing move to bolt on more services to the weekly shop. Royal Mail kicked off the six-month pilot at locations such as Ashby-de-la-Zouch, Barrow, Burnham-on-Sea, Bury, Cullompton, Horwich, March and Preston, according to a statement Monday.

10 March 2026

E-Commerce·LSE:TSCO

Sea shares whipsaw again after Shopee growth target sparks a spending worry

Sea Ltd slipped roughly 2% Friday morning in New York, paring some of Thursday’s 8.2% pop as the market digested the company’s intentions for increased spending. Shares traded at $93.53, down 2.1% as of 9:43 a.m. ET. https://stockanalysis.com/stocks/se/history/

6 March 2026

E-Commerce·NASDAQ:SE·Stock Market·Technology

Why AppLovin stock jumped today: executives tease broader e-commerce ads push

AppLovin Corp surged 9.4% to $480.21 late Wednesday afternoon, after executives outlined new ambitions extending past mobile-gaming ads during a conference appearance.

4 March 2026

E-Commerce·NASDAQ:APP·Stock Market·Technology

MercadoLibre stock drifts after earnings hit; MELI traders focus on margins and credit costs

MercadoLibre stock edged down roughly 0.7% to near $1,755 Thursday afternoon, with investors still digesting the quarterly profit miss that rattled shares earlier this week.

26 February 2026

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

Etsy stock jumps on Depop sale and fresh upgrade — what to watch before Monday

Etsy Inc shares ended Friday with another strong gain, building on a two-day rally. Investors responded to the company’s move to offload its Depop fashion resale unit and its tempered outlook for the near term.

21 February 2026

E-Commerce·NASDAQ:EBAY·NASDAQ:ETSY·Stock Market