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Shopify Sinks 7%, Etsy Drops 6%: Is This an E-Commerce Selloff or Just Two Names?
24/7 Wall St.11d agobearish
Shopify Sinks 7%, Etsy Drops 6%: Is This an E-Commerce Selloff or Just Two Names?

Two of the biggest names in U.S. e-commerce platforms are sliding sharply midday Tuesday, while the sector’s broader basket and Latin America’s largest online marketplace hold up far better. The gap between them is doing most of the talking. It also frames the day’s central question of whether this is a category selloff or a […]

Shopify (SHOP) Opens DoorDash To US Retailers With Direct Selling Integration
Simply Wall St.61d agobearish
Shopify (SHOP) Opens DoorDash To US Retailers With Direct Selling Integration

Shopify (NasdaqGS:SHOP) has launched a direct integration with DoorDash for US brick-and-mortar retailers. The new connection allows merchants to list and sell their in-store products on the DoorDash marketplace through the Shopify platform. Retailers can sync product catalogs and inventory in real time with minimal setup through a self-serve workflow. Shopify has built its business around giving merchants tools to sell across multiple channels, from online stores to social platforms and...

Shopify (SHOP) Fell With Software Sell Off
Insider Monkey102d agobearish
Shopify (SHOP) Fell With Software Sell Off

Sands Capital Management, LLC released its Q1 2026 investor letter for its “Select Growth Strategy”. A copy of the letter is available to download here. Select Growth mainly targets leading U.S. businesses, driving positive structural changes. U.S. large-cap growth stocks fell in the first quarter. Sharp dispersion driven by AI advances marked the quarter, but late […]

Shopify Lawsuit In Australia Puts Platform Risk And Valuation In Focus
Simply Wall St.116d agobearish
Shopify Lawsuit In Australia Puts Platform Risk And Valuation In Focus

Shopify (NasdaqGS:SHOP) is being sued in Australia by a poster designer who claims the company failed to remove alleged copyright infringing "ghost stores" from its platform. The lawsuit focuses on Shopify's handling of infringement notices and its processes for dealing with suspected intellectual property violations. The case highlights questions about marketplace liability and how rigorously ecommerce platforms enforce content and store policies. Shopify runs a global ecommerce platform...

PayPal Stock Drops Despite Strong Results. Is This a Buying Opportunity?
Trefis136d agobearish
PayPal Stock Drops Despite Strong Results. Is This a Buying Opportunity?

Paypal (NASDAQ: PYPL) came into Q1 2026 as a company in the middle of a reset and still managed to beat across the board. Revenue landed at $8.35 billion versus expectations of $8.05 billion. Adjusted EPS came in at $1.34, comfortably ahead of the $1.27 estimate. Total payment volume hit $464 billion, up 11% year over year, the highest in its history. And yet, the stock fell almost 9% before the market even opened.