News

Booking's 20% net margins and $9.1 billion free cash flow contrast sharply with Shopify's 30% revenue growth but higher valuation multiples.

Proven chip demand meets a far riskier space wager

Akamai Technologies (AKAM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

The market is treating one of Latin America’s fastest-growing companies like a government bond, and the simple math behind that decision is worth a closer look.

SHOP's AI tools span merchant workflows, discovery and checkout, giving it an edge over META, as AI-driven traffic and orders surge.

Host Kenny Polcari, Robinhood CIO Stephanie Guild, and Payne Capital Management President Ryan Payne discuss why they believe the AI trade is still alive, and how investors can reduce spending risk by looking beyond hyperscalers and semiconductors.

Shopify (SHOP) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

A number of stocks jumped in the afternoon session after a drop in Treasury yields and growing concerns over the artificial intelligence investment cycle improved the market's appetite for enterprise software.

From commerce to culture, software is digitizing every aspect of our lives. The undeniable tailwinds fueling the industry have also led to decent returns for SaaS stocks lately as they’ve gained 5.7% over the past six months. This performance was almost identical to the S&P 500.

The latest trading day saw Shopify (SHOP) settling at $130.28, representing a +2.68% change from its previous close.

The growth is genuinely rare, but so is the price, and the margin cushion behind it is thin; both deserve a hard look before you decide.

In July 2026, Shopify Inc. announced that DoorDash Inc. is now available as a native sales channel in Shopify’s App Store, allowing eligible U.S. brick‑and‑mortar merchants to sync catalogs and inventory automatically and start selling on DoorDash in days without changing their existing workflows. This integration could materially widen DoorDash’s local retail footprint by giving thousands of independent Shopify merchants turnkey access to its on-demand delivery marketplace. Next, we’ll...

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

The AI boom is expanding beyond semiconductor companies; Shopify is an early leader in agentic commerce.

Shopify climbed by 11.54 percent on Monday to end at $126.88 apiece, as investors began positioning portfolios ahead of the results of its earnings performance in the second quarter of the year. According to the company, it is scheduled to announce its financial and operating highlights before market open on August 5. It will host […]

RBC pushes back on AI-driven software displacement with new TCO model.

As a civics refresher, the right to vote is guaranteed to all US citizens aged 18 or older, even if they’ve never worked or paid any tax.

SHOP's subscription revenues jump 21% as Plus adoption, enterprise wins and AI tools deepen merchant engagement despite valuation concerns.

Stock Market Today: The Dow Jones index jumped 575 points on hopes of U.S.-Iran talks. Oil prices plunged 7% premarket Monday.

DSCP Smart Fulfillment has launched fulfillment technology built specifically for Shopify merchants, offering real-time inventory visibility and automatic order routing. The new system is natively integrated into Shopify, aiming to reduce operational friction for merchants that are processing record annual sales through the platform. This is an early example of a third-party logistics provider structuring its infrastructure directly around Shopify rather than generic multi-channel...

Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.

Despite revenue decline, Naked Wines PLC (NWINF) focuses on profitability and customer retention, with promising EBITDA growth and strategic transitions.

Shopify (SHOP) could produce exceptional returns because of its solid growth attributes.

Reddit (RDDT) is expected to deliver strong Q2 results, driven by faster US user growth, improved ad

The consensus price target hints at a 27.9% upside potential for Shopify (SHOP). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

According to the average brokerage recommendation (ABR), one should invest in Shopify (SHOP). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

The "Google of China" never quite fulfilled its promise to investors.

In the latest trading session, Shopify (SHOP) closed at $123.03, marking a -1.16% move from the previous day.

Find insight on software company stocks, cybersecurity services and more in the latest Market Talks covering technology, media and telecom.

PayPal’s board thinks the $53 billion takeover might be undervaluing the stock. Should you buy the stock here?