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Day: August 6, 2026

The AI Search Dividend Nobody Priced Into Shopify
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The AI Search Dividend Nobody Priced Into Shopify

AI traffic and orders tripled in Q2. The infrastructure underneath that number is what changes the long-term math.

August 6, 2026
Does the AI Rally Have Legs?
Newsletters

Does the AI Rally Have Legs?

August 6, 2026 Does the AI Rally Have Legs? Four of five gauges say yes. One says be careful what…

August 6, 2026
APP Lost $40B in Value on a $16M Miss
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APP Lost $40B in Value on a $16M Miss

The FCF drop is a tax timing story. The e-commerce ramp is the real verdict.

August 6, 2026

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