E-Commerce

CNBC
Amazon cracks down on Prime free shipping sharing
The company is ending the program in favor of Amazon Family, which lets users share Prime benefits with another adult, but they must share the same address.
Bloomberg
InPost Shares Slump as Delivery Dispute With Allegro Escalates
InPost SA shares fell to the lowest in almost two years after the Polish parcel locker operator reported slowing volume growth in its home country amid a spat with e-commerce company Allegro.eu SA over delivery options.
InPost Shares Slump as Delivery Dispute With Allegro Escalates
PYMNTS.com
Retail's Tipping Point: Amazon Accelerates While Walmart Stalls - PYMNTS.com
Amazon outpaces Walmart in Q2 2025 retail growth. Explore shifting wallet share, eCommerce dominance and evolving consumer trends.
Bloomberg.com
Emerging Stocks Rally as Alibaba Surges on AI Revenue Boost - Bloomberg.com
... Alibaba Group Holding Ltd. reported a surge in revenue from AI. The MSCI EM Index rose 0.7% as Alibaba jumped 19% in Hong Kong — the most in three...
Bloomberg
Blackstone Plans UK CMBS Deal Tied to Online Shopping Logistics
Blackstone Inc. is planning a debt sale of up to £500 million ($670 million) linked to UK warehouses, according to people familiar with the matter.
Blackstone Plans UK CMBS Deal Tied to Online Shopping Logistics
Bloomberg.com
Alibaba Share Surge Adds $50 Billion After AI Revenue Boost - Bloomberg.com
“Alibaba's earnings underscore a bifurcation within China tech: AI is delivering scalable growth, while traditional consumer-facing segments remain...
CNBC
Alibaba stock surges amid AI boom - CNBC
Hong Kong-listed shares of Alibaba jumped in Monday trade as AI-related sales surged, driving a strong quarter for its cloud division.
Bloomberg.com
Alibaba's Shares Soar 15% After Making Headway in China AI Boom - Bloomberg
Alibaba Group Holding Ltd.'s stock leapt almost 15% after reporting a surge in revenue from AI, underscoring the steady progress it's making...
PYMNTS.com
Walmart Embraces AI Agents to Optimize Consumer Experience | PYMNTS.com
Time for PYMNTS to look back on the season's best quotes from PYMNTS Intelligence and our news and feature stories.
SCMP
Tesla sees exodus of South Korean retail investors as crypto’s allure rises
South Korea’s retail investors are losing faith in Tesla’s stock, ramping up their selling last month amid growing disillusionment with the electric carmaker and rising interest in cryptocurrencies. Individual investors in South Korea sold a net US$657 million of Tesla stock in August, the largest outflow since at least early 2023, according to Bloomberg calculations of depository data. Investors have instead favoured even more volatile bets such as Bitmine Immersion Technologies, seen as a...
CNBC
Alibaba shares surge as AI boom drives cloud unit sales
Alibaba posted a a revenue miss in the June quarter even as it showed an acceleration at its cloud computing unit.
Bloomberg.com
Alibaba Shares Soar Most Since 2022 After Making Headway in AI - Bloomberg
Alibaba Group Holding Ltd.'s stock leapt more than 18% after reporting a surge in revenue from AI. ... Provide news feedback or report an error · Site...
Bloomberg
Alibaba’s AI Revenue Surge Triggers $50 Billion Stock Rally
Alibaba Group Holding Ltd.’s stock leapt more than 19% after reporting a surge in revenue from AI, underscoring the steady headway it’s making against rivals in a post-DeepSeek Chinese development frenzy.
Alibaba’s AI Revenue Surge Triggers $50 Billion Stock Rally
South China Morning Post
Alibaba sees strong consumer mindshare reviving e-commerce momentum
Alibaba also expects its cloud computing business to remain on an upwards trajectory in the coming quarters, CEO Eddie Wu says.
CNBC
Walmart's latest AI innovations represent a shift for big retail - CNBC
... AI. Amazon's Prime Day event over four days in July saw generative AI use jump 3,300% year over year, according to TechCrunch. Meanwhile, Google Cloud...
SCMP
Alibaba sees strong consumer mindshare in instant commerce push
E-commerce giant Alibaba Group Holding has won “consumer mindshare” amid its instant commerce push, according to company executives and analysts, to regain growth momentum in the highly competitive domestic market. The Chinese tech conglomerate’s New York-listed shares jumped 13 per cent to close at US$135 on Friday, after reporting robust earnings growth in the June quarter on the back of confidence on the mainland’s instant commerce sector. On Friday’s earnings call, Alibaba CEO Eddie Wu...
CNBC
Affirm stock rises 10% as CEO Levchin notes continued consumer strength
Going into the print, the big question was whether losing Walmart to rival Klarna would drag on results.
CNBC
Affirm stock surges 12% as CEO Levchin notes continued consumer strength
Going into the print, the big question was whether losing Walmart to rival Klarna would drag on results.
CNBC
Affirm stock surges 20% as CEO Levchin notes continued consumer strength
Going into the print, the big question was whether losing Walmart to rival Klarna would drag on results.
Bloomberg.com
China's Price War Puts Alibaba Under Spotlight Before Earnings - Bloomberg.com
Investors are expecting Alibaba's earnings to follow the trend of big losses due to "irrational competition" in the food delivery sector, with cloud...
PYMNTS.com
Amazon and Walmart Lean Into Platform Plays to Navigate Uncertainty | PYMNTS.com
Amazon's ambitions have always been larger than retail, and its latest initiatives in AI and B2B commerce underscore that trajectory. The company has...
CNBC
Alibaba's cloud unit shines even as rivalry heats up in China's 'instant commerce' space
Alibaba posted a a revenue miss in the June quarter even as it showed an acceleration at its cloud computing unit.
SCMP
Alibaba confident of winning instant commerce war as quarterly profit rises
Alibaba Group Holding, China’s e-commerce and cloud computing services giant, on Friday reported a 78 per cent surge in profit for the June quarter, while “robust AI demand” led to a 26 per cent revenue growth for its cloud business. Net income attributable to ordinary shareholders advanced 78 per cent to 43.1 billion yuan (US$6 billion) in the period, up from 24.3 billion yuan a year earlier, primarily due to “mark-to-market changes from our equity investments and gains from the disposal of the...
CNBC
Alibaba's key cloud unit sales shine even as quarterly revenues miss
Alibaba posted a a revenue miss in the June quarter even as it showed an acceleration at its cloud computing unit.
CNBC
Affirm's stock soars 15% on earnings, revenue beat
Affirm's earnings per share of 20 cents for the quarter was almost double what Wall Street expected.
Bloomberg.com
Alibaba Seeks to Refinance $6.5 Billion Bank Loan Due Next Year - Bloomberg
Technology giant Alibaba Group Holding Ltd. is in talks with banks to refinance a $6.5 billion loan maturing next year, according to people...
Bloomberg.com
Meituan's Profit Crumbles During Food Delivery War With Alibaba - Bloomberg.com
Meituan warned of major losses this quarter while waging a price-based battle with Alibaba Group Holding Ltd. and JD.com Inc., the most striking...
CNBC
The ripple effect of Nvidia's earnings, plus an analyst turns bullish on Amazon - CNBC
AI · Enterprise · Internet · Media · Mobile · Social Media · CNBC Disruptor 50 · Tech ... The ripple effect of Nvidia's earnings, plus an analyst turns...
CNBC
Tesla sales plunge 40% in Europe as Chinese EV rival BYD's triple
Tesla faces a number of challenges in Europe including continued intense competition and brand damage from Elon Musk's political involvement.
SCMP
Meituan sales weaken, profit plummets amid ‘irrational’ delivery price war
Chinese on-demand local services giant Meituan said its second-quarter earnings fell sharply, as it faced off against Alibaba Group Holding and JD.com in a costly delivery price war. Meituan’s management, however, said on Wednesday’s earnings call that the company would not be “greatly affected by a short-term price war”, highlighting its operational efficiency. Still, the management said the company would continue to prioritise growth over profitability in instant commerce. They also projected...