Affirm and Shopify accelerate global expansion of Shop Pay Installments, starting with Canada and UK this summer, with plans for Australia and Western Europe.
TD Cowen said Affirm as one of the top performing buy-now-pay-later brands in the U.S. with a full-suite point-of-sale lending capability versus peers.
Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns,
and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.
While most discussions on trade and tariffs center around manufacturing and merchandise, software and service providers can be just as vulnerable. According to analysts, e-commerce software vendors and platforms such as Shopify Inc (NASDAQ: SHOP), Bigcommerce Holdings Inc (NASDAQ: BIGC), and Lightspeed Commerce Inc (TSE: LSPD) are the 'most exposed.'
The SPDR S&P 500, which tracks the S&P 500, is facing heavy selling pressure in Wednesday's after-hours session following reciprocal tariffs from the Trump Administration.
Goldman Sachs analyst shares key takeaways from 2025 Shoptalk Conference, highlighting conversational and personalized eCommerce, critical video content, and the role of AI in improving brand experience.
Shares of e-commerce software platform Shopify (NYSE:SHOP) fell 5.6% in the morning session after the Bureau of Economic Analysis reported that the Fed's preferred inflation gauge (the Personal Consumption Expenditures (PCE) price index) revealed core inflation came in hotter than expected, fueling fear of stagflation (an economic situation of slow growth and rising prices). Core inflation excludes food and energy prices.
