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e-commerce: Archive

Bryan Hayes

Shopify's Biggest AI Fear Just Became Its Best Catalyst

Shopify isn't competing with AI agents for the customer. It is becoming the settlement layer underneath them.

SHOPNegative Net Change

Ethan Feller

Bull of the Day: GigaCloud Technology Group Inc. (GCT)

GigaCloud Technology Group Inc. shares are pushing new highs following upgrades and major earnings beat.

GCTPositive Net Change

Shaun Pruitt

Nike Stock Near 52-Week Lows: Can Its Dividend and Caitlin Clark Spark a Rebound?

Nike stock has now fallen nearly 50% in 2026, highlighting the considerable execution risk surrounding its turnaround in a weaker consumer retail environment.

NKENegative Net Change ONONPositive Net Change

Shaun Pruitt

Trump-Xi Meeting Puts These 5 Chinese AI Stocks in Focus

As China's AI ecosystem continues to expand, these stocks provide investors with several different ways to monitor the country's accelerating AI buildout.

BIDUNegative Net Change TCEHYNegative Net Change BABAPositive Net Change KCNegative Net Change AAPLPositive Net Change AMDNegative Net Change NVDANegative Net Change TSLANegative Net Change WRDNegative Net Change SPCXNegative Net Change HSAINegative Net Change PONYNegative Net Change

Bryan Hayes

Costco's Sales Are In - Now Comes the Real Test

What investors will be grading is the quality beneath the reported numbers.

COSTPositive Net Change

Rimmi Singhi

BABA Stock After Q1: Can Qwen, Chips & Global AI Expansion Deliver?

Alibaba is scaling Qwen, AI chips and global cloud capacity as triple-digit AI product growth meets heavy capex and execution risk.

BABAPositive Net Change AMZNNegative Net Change MSFTNegative Net Change

Vasundhara Sawalka

3 Reasons to Hold Alibaba Stock Despite Its High Premium P/S

BABA's cloud and AI growth, resilient commerce engine and disciplined AI spending offer three reasons to hold despite its premium valuation.

BABAPositive Net Change AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change

Vrishali Bagree

MercadoLibre Trading at 35.63X P/E: Should You Exit MELI Stock?

MercadoLibre's premium valuation faces pressure as margins weaken and earnings estimates fall, despite strong momentum across commerce and fintech.

MELINegative Net Change AMZNNegative Net Change SENegative Net Change

Rajshree Sipani

Visa vs. Mastercard: Which Payment Stock Has More Upside?

MA edges V on expected EPS growth and strategic expansion in AI and digital assets, supported by Agent Pay, BVNK and value-added services.

MANegative Net Change VNegative Net Change

Vasundhara Sawalka

AMZN's $5.3B Saudi Arabia Bet Sparks Market Buzz: Is the Stock a Buy?

Amazon's $5.3B Saudi bet expands AWS' AI infrastructure footprint, while accelerating growth and strong guidance fuel fresh investor interest.

AMZNNegative Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLNegative Net Change