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NYSE:SHOP News 12 December 2025 - 15 January 2026

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.
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.
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%.
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.
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.
Cloud computing stocks ETF CLOU slips into weekend — what Wall Street watches next

Cloud computing stocks ETF CLOU slips into weekend — what Wall Street watches next

Cloud computing stocks, tracked by the Global X Cloud Computing ETF (CLOU), slipped 0.27% to $22.58 Friday, underperforming the S&P 500, which closed at a record high. Investors are cautious ahead of February earnings and the Fed’s late-January meeting, with tariff news also looming. The U.S. jobs report showed payrolls rose by 50,000 in December, while the unemployment rate fell to 4.4%.
Cloud computing stocks slide into 2026 as yields rise — what CLOU ETF investors watch next

Cloud computing stocks slide into 2026 as yields rise — what CLOU ETF investors watch next

The Global X Cloud Computing ETF (CLOU) dropped 2.34% to $22.09 on Friday, underperforming as Treasury yields rose and investors rotated out of high-valuation tech. Other cloud ETFs also fell. The move comes ahead of the U.S. December jobs report and the Federal Reserve’s late-January meeting, both seen as key for rate-sensitive sectors.
Shopify stock slides after Canadian court order in CRA data dispute

Shopify stock slides after Canadian court order in CRA data dispute

Shopify shares fell 2.3% to $157.20 Friday after a Canadian appeals court ordered the company to retain data sought by the Canada Revenue Agency in a tax dispute. The CRA has requested six years of merchant data, citing compliance concerns. U.S. stocks ended mixed as Treasury yields rose. Investors await next week’s U.S. jobs and inflation reports for signals on interest rates.
3 January 2026
Why Shopify stock is down today: Canadian court order keeps CRA data fight in focus

Why Shopify stock is down today: Canadian court order keeps CRA data fight in focus

Shopify shares dropped 1.8% to $158.08 after a Canadian appeals court ordered the company to retain merchant data sought by the Canada Revenue Agency in a tax compliance case. The CRA has requested six years of records, while Shopify typically deletes data from inactive accounts after two years. Investors also tracked broader software sector sentiment ahead of key U.S. economic reports.
2 January 2026
Shopify stock price today: SHOP ends 2025 lower as New Year break shifts focus to jobs data and earnings

Shopify stock price today: SHOP ends 2025 lower as New Year break shifts focus to jobs data and earnings

Shopify shares closed down 1.7% at $160.97 in the final trading session of 2025, with about 4.2 million shares traded. The company reported $14.6 billion in Black Friday-Cyber Monday sales, up 27% from last year. Investors await Shopify’s holiday-quarter results, expected Feb. 17, and key U.S. economic data releases in early January. U.S. markets will reopen Jan. 2 after the New Year’s break.
Shopify stock dips as year-end trading turns defensive; rates back in focus for SHOP

Shopify stock dips as year-end trading turns defensive; rates back in focus for SHOP

Shopify shares fell 1.7% to $160.97 in after-hours trading Wednesday, closing about 12% below their 52-week high as investors reduced exposure ahead of the New Year’s holiday. The S&P 500 dropped 0.74%, while Treasury yields rose after a labor report. Amazon slipped 0.7%; Etsy and Wix gained. Shopify’s next earnings report will focus on holiday-quarter revenue and costs tied to AI and marketing.
1 January 2026
Affirm Stock (NASDAQ: AFRM) News and Forecast — Amazon Deal Extended to 2031, Shopify UK Expansion, and Updated Analyst Targets (Dec. 19, 2025)

Affirm Stock (NASDAQ: AFRM) News and Forecast — Amazon Deal Extended to 2031, Shopify UK Expansion, and Updated Analyst Targets (Dec. 19, 2025)

Affirm Holdings shares traded near $76 on Dec. 19, 2025, after the company extended its U.S. partnership with Amazon through January 2031. Affirm also launched Shop Pay Installments with Shopify in the UK and expanded its deal with REVOLVE to Canada and the UK. CFO Rob O’Hare disputed negative third-party GMV data, citing stronger internal trends. Market cap stood at about $25.21 billion.
Shopify (SHOP) Stock Rallies After Analyst Price-Target Upgrades and Softer CPI — What to Know Before the Market Opens Friday (Dec. 19, 2025)

Shopify (SHOP) Stock Rallies After Analyst Price-Target Upgrades and Softer CPI — What to Know Before the Market Opens Friday (Dec. 19, 2025)

Shopify closed Thursday at $166.80, up 3.14%, after multiple Wall Street firms raised price targets and a softer U.S. inflation report lifted tech stocks. Shares traded between $165.30 and $172.96 on volume of 7.83 million. After-hours trading was flat, with the stock at $166.79 at 4:30 p.m. ET. No major company news emerged after the close.
19 December 2025
Top Stock Market Losers After the Opening Bell (Dec. 12, 2025): Broadcom Leads Decliners as AI Margin, Capex Fears Hit Tech

Top Stock Market Losers After the Opening Bell (Dec. 12, 2025): Broadcom Leads Decliners as AI Margin, Capex Fears Hit Tech

Broadcom shares fell about 7.8% at the open Friday after management warned of lower gross margins tied to its AI systems business. Semiconductor and data-infrastructure stocks led early declines on the Nasdaq and S&P 500, with Micron, SanDisk, and Western Digital also down. The Dow held steadier as investors rotated out of crowded AI trades.

Stock Market Today

RELX share price slides again on AI worries; what to watch ahead of Feb 12 results

RELX share price slides again on AI worries; what to watch ahead of Feb 12 results

8 February 2026
RELX shares fell 4.6% to 2,145p on Friday, near a 52-week low, despite the FTSE 100 closing higher. The company disclosed a new buyback of 465,361 shares on Feb. 6 and has repurchased over 8.8 million shares since Jan. 2. Investors await RELX’s full-year 2025 results on Feb. 12 amid concerns over AI’s impact on its core business.
Glencore shares steady after Rio walks away — what to watch before Monday’s trade

Glencore shares steady after Rio walks away — what to watch before Monday’s trade

8 February 2026
Glencore shares closed up 0.6% at 478.10 pence Friday after Rio Tinto ended merger talks, issuing a “no intention to bid” statement. Glencore’s board rejected the proposed deal terms, citing concerns over valuation and governance. Attention now turns to possible asset sales, including its $5 billion Kazzinc stake, ahead of Glencore’s annual results on Feb. 18.
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