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TSX:SHOP.TO 6 December 2025 - 24 February 2026

Shopify stock price slides 7% as tariff fog, AI jitters squeeze software names

Shopify stock price slides 7% as tariff fog, AI jitters squeeze software names

Shopify shares fell 7.1% to $117.28 on Monday, their steepest drop in weeks, as investors sold off software stocks amid U.S. tariff uncertainty and AI disruption fears. The S&P 500 software group slid 4.3%. U.S. Customs set a 10% tariff rate starting Tuesday, with a possible increase to 15% under discussion. No new Shopify announcements were made Monday.
Shopify stock price jumps before earnings — why SHOP is moving now

Shopify stock price jumps before earnings — why SHOP is moving now

Shopify shares climbed 3.3% to $122.32 in premarket U.S. trading Tuesday ahead of its fourth-quarter results due Wednesday. Analysts expect revenue of $3.60 billion and adjusted profit of $0.51 per share. MoffettNathanson upgraded the stock, while BMO Capital cut its price target but kept an Outperform rating. Investors are focused on Shopify’s outlook for demand, margins, and AI commerce tools.
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%.
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

Shopify and Google announced a Universal Commerce Protocol to let AI assistants complete online purchases, with Google Pay and PayPal integration planned. Shopify shares closed Friday at $164.48 on Nasdaq, down 2.26%. Microsoft also launched an updated Copilot checkout. The new tools debuted as the National Retail Federation’s annual convention opened in New York.
Canada Stock Market Weekly Recap (Dec. 1–6, 2025): TSX Holds Near Record as Jobs Surge and Banks Beat Expectations

Canada Stock Market Weekly Recap (Dec. 1–6, 2025): TSX Holds Near Record as Jobs Surge and Banks Beat Expectations

The S&P/TSX Composite Index closed Friday, Dec. 5, at 31,311.41, down 0.2% for the week after hitting a record 31,477.57 on Thursday. A strong November jobs report lifted the Canadian dollar to a 10-week high and fueled speculation the Bank of Canada may raise rates in 2026. Tech stocks slumped early in the week, while energy and banks rebounded midweek before materials and industrials dragged late.
6 December 2025
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