The e-commerce giant is expanding its platform with total commerce services and single products. It's the largest company of its kind in the U.S., but it has formidable competition globally.
This quarter, we re-established a position in Arista Networks, a leading provider of high-performance networking solutions for data centers, cloud providers, and enterprises. We initiated a starter position in Synopsys after shares sold off following the company's third quarter earnings report and our in-person meeting with management. We exited our CyberArk Software Ltd. position after its acq...
Cloudflare (NYSE:NET) shares moved lower in early trade on Tuesday after the web application security and performance firm was hit by an outage that downed major websites, including social media app X, eCommerce platform Shopify and OpenAI's AI chatbot ChatGPT. A Cloudflare spokesperson said the company saw a “spike in unusual traffic” to one of its services at 6.20 am Eastern Time on Tuesday, ...
AppLovin (APP) and Shopify (SHOP) often attract investors for very different reasons: Shopify as a leading e-commerce platform that enables millions of merchants to build and run online stores, and AppLovin as a software-driven marketing and app-monetization powerhouse that helps mobile developers acquire users and optimize ad revenue. Both stocks tend to move sharply on shifts in growth expect...
Baron Fifth Avenue Growth Fund gained 5.7% during the third quarter, lagging the 10.5% gain for the Russell 1000 Growth Index and the 8.1% gain for the S&P 500 Index, the Fund's benchmarks. NVIDIA reported mid-term visibility of tens of GWs in AI buildouts, with each GW representing an estimated $35 billion total addressable market. Growth was broad-based across Shopify's core e-commerce mercha...
Amazon and Shopify are two e-commerce leaders with different business models. Amazon is more diversified, with AWS, online ads, and AI accelerating growth rates.
CAMBRIDGE, Mass., Nov. 13, 2025 (GLOBE NEWSWIRE) -- Liquid AI today announced a multi‑faceted partnership with Shopify to license and deploy Liquid AI's flagship Liquid Foundation Models (LFMs) across quality‑sensitive workflows on Shopify's platform, including search and other multimodal use cases where quality and latency matter.
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