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InMobi-owned Glance is pivoting toward AI-powered agentic commerce, making the US its primary revenue market. The platform has secured a partnership with Apple to integrate its commerce agents into S…
Ark Invest projects Amazon Web Services could evolve into a trillion-dollar-per-year revenue driver fueled by enterprise AI demand. Additionally, AI-powered consumer features via Alexa and Rufus are …
Baron Fifth Avenue Growth Fund gained 24.6% in Q2 2026 and reiterated its bullish stance on Shopify despite short-term multiple compression. Baron views concerns over AI disruption as misplaced, emph…
Rosenblatt initiated coverage on e-commerce, naming Alphabet and Amazon as top picks with Buy ratings. The firm highlighted Alphabet's structural data moats and strong positioning in agentic commerce…
Mastercard and Visa are developing multi-chain, stablecoin infrastructure to capture emerging machine-to-machine and AI agent commerce. Mastercard is acquiring stablecoin platform BVNK and launching …
Morgan Stanley expects Amazon to benefit long term from AI adoption, especially via AWS and AI-driven commerce, forecasting significant revenue growth as infrastructure capacity improves.
Morgan Stanley reiterates Amazon as a top pick, emphasizing its AI leadership in cloud and retail. AWS expected to grow over 30%, with AI-powered commerce tools boosting Amazon’s ecosystem and growth…
Cloudflare partners with major payment firms to develop AI-powered, autonomous commerce protocols, signaling growth in crypto and programmable money adoption tied to Bitcoin and stablecoins.