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Investing.com45d agobullish
Shopify surges, AMD slides premarket as earnings disappoint

Investing.com - U.S. stock index futures were broadly higher on Wednesday as investors drew cautious optimism from signs that negotiations to reopen the Strait of Hormuz could be gaining traction, although disappointing reactions to earnings from Advanced Micro Devices and privately held SpaceX tempered enthusiasm for technology shares.

Investing.com45d agobullish
Shopify soars on strong revenue beat, robust guidance

Investing.com -- Shopify Inc. (NASDAQ: SHOP) reported second-quarter results that exceeded analyst expectations on both revenue and earnings, sending shares up 26% premarket as the company delivered accelerating growth across key metrics.

Canada's Shopify forecasts revenue above estimates, shares surge
Reuters45d agobullish
Canada's Shopify forecasts revenue above estimates, shares surge

Canada's Shopify projected current-quarter revenue growth above Wall Street estimates on Wednesday, signaling the company's AI efforts were drawing more merchants ‌to its suite of e-commerce services, sending its U.S.-listed shares up 26% ‌premarket. The company's solid outlook and a second-quarter revenue beat are set to quell investor concerns about growing ​competition from new AI tools targeting small businesses that have dented Shopify's shares. If premarket gains hold, Shopify shares are set to recoup all losses this year.

Investing.com68d agobullish
Jefferies upgrades Shopify to Buy on AI commerce tailwinds, sees 30% upside

Investing.com -- Jefferies on Monday has upgraded Shopify to Buy from Hold and raised its price target to $160 from $140, saying the e-commerce platform is well positioned to benefit from the rise of agentic AI commerce while expecting stronger-than-consensus second-quarter results and additional growth catalysts over the next year.

Shopify vs Amazon. One Just Beat Earnings by 60% at a Third of the Multiple. The Choice Is Clear
24/7 Wall St.123d agobullish
Shopify vs Amazon. One Just Beat Earnings by 60% at a Third of the Multiple. The Choice Is Clear

Shopify (NASDAQ: SHOP) and Amazon (NASDAQ: AMZN) just reported earnings that frame two opposite philosophies in commerce. Shopify arms independent merchants with payments, software, and AI tools. Amazon owns the marketplace, the warehouses, the ad network, and increasingly, the chips powering generative AI. Both quarters were strong. The question is which model converts that strength ... Shopify vs Amazon. One Just Beat Earnings by 60% at a Third of the Multiple. The Choice Is Clear

Cathie Wood buys 33M of Canadian tech stock
TheStreet123d agobullish
Cathie Wood buys 33M of Canadian tech stock

Cathie Wood has never been shy about placing big bets on disruptive technology. And when Shopify reported a blockbuster first quarter on May 5, 2026, ARK Invest did not wait around. The firm loaded up on the Canadian e-commerce giant in a move that signals Wood still sees enormous upside ahead, ...

Cathie Wood buys $32M of e-commerce goliath after strong earnings
TheStreet134d agobullish
Cathie Wood buys $32M of e-commerce goliath after strong earnings

Cathie Wood has spent weeks trimming some of the market’s hottest winners. Advanced Micro Devices (AMD) kept climbing, and it was one of the several that Wood sold. In my previous coverage, Cathie Wood sold another $15.6M of the semiconductor stock after it gained 93% this year. Other artificial ...