Internet, Everywhere--(Newsfile Corp. - January 28, 2026) - Shopify Inc. (NASDAQ, TSX: SHOP) plans to announce financial results for the quarter and year ended December 31, 2025, before markets open on Wednesday, February 11, 2026. Shopify's management team will host a conference call to discuss fourth-quarter and full-year results at 8:30 a.m. ET on Wednesday, February 11, 2026. The conference call will be available via webcast on the investor relations section of Shopify's website at https://shopifyinves ...

Netalico Promoted to Shopify Premier Partner While Driving Agentic Commerce AdoptionJan 27, 2026 9:10 AM Eastern Standard Time# Netalico Promoted to Shopify Premier Partner While Driving Agentic Commerce AdoptionShare---Shopify Premier Partner status highlights years of experience as the agency looks ahead to how products will be discovered and soldMIAMI--([BUSINESS WIRE])--Netalico has been promoted to Shopify Premier Partner following a long track record of complex replatforming work with mid-market and e ...

Core Insights - SEON has announced a strategic partnership with Domaine to provide integrated fraud prevention solutions for Shopify merchants, enhancing revenue protection and customer experience [1][2] - The partnership aims to address the increasing need for sophisticated fraud prevention as more merchants migrate to Shopify, combining SEON's real-time fraud detection with Domaine's implementation expertise [2][3] Company Overview - SEON specializes in real-time fraud prevention and AML compliance, utilizing over 900 real-time, first-party data signals to stop fraudulent transactions before they affect sales [6] - Domaine is recognized as a leading global Shopify design and development partner, supporting over 100 brands and focusing on platform migrations and enterprise commerce enablement [5] Industry Context - The collaboration reflects a shift in the eCommerce landscape where fraud prevention is becoming a critical component of commerce infrastructure, rather than an afterthought [3] - As brands navigate complex platform migrations, fraud prevention is identified as a top priority, necessitating a balance between security and customer experience [4]

Key Points Shopify is growing fast, posting 32% year-over-year revenue growth in Q3. The company's e-commerce platform recently found its way into AI chats. Even after the pullback, the growth stock's valuation remains difficult to justify. 10 stocks we like better than Shopify › Specializing in an e-commerce platform focused on seamless digital checkout experiences, Shopify (NASDAQ: SHOP) has benefited from a long-running shift toward e-commerce. And this tailwind persists today. So, why has the ...

Core Insights - Shopify Inc. has evolved over two decades into a highly respected platform within the e-commerce industry, showcasing significant growth and innovation [1] Group 1: Company Overview - Shopify is recognized as one of the most vaunted platforms in the e-commerce sector, indicating its strong market position and reputation [1] Group 2: Investment Strategy - The investment approach focuses on identifying attractive risk/reward opportunities that are supported by robust price action, aiming to generate alpha above the S&P 500 [1] - The strategy emphasizes avoiding overhyped and overvalued stocks while targeting beaten-down stocks with substantial recovery potential [1] - The investment group specializes in high-potential opportunities across various sectors, particularly in growth stocks with solid fundamentals and strong buying momentum [1]

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

These ten large-cap stocks were the worst performers last week. Are they a part of your portfolio?AeroVironment, Inc. (NASDAQ:AVAV) decreased 19.45% this week after the US government issued a stop work order to AeroVironment on SCAR program.DraftKings Inc. (NASDAQ:DKNG) fell 14.4% this week. Sr. betting analyst Bill Speros posted on X that a judge allowed Massachusetts to block Kalshi from offering sports-related contracts in the state. He quoted the ruling saying the state can seek an injunction unless Kal ...

Core Viewpoint - The fourth quarter of 2025 experienced a sharp 5% sell-off followed by a quick recovery, with global stocks reaching all-time highs, influenced by concerns over a potential AI bubble and subsequent strong earnings from NVIDIA [4][5]. Portfolio Performance & Attribution - The Polen Global Growth Composite Portfolio returned -2.5% gross of fees and -2.7% net of fees in Q4 2025, underperforming the MSCI All Country World Index, which returned +3.3% [7]. - Top relative contributors included Eli Lilly, Alphabet, and Shopify, while Oracle, Paycom Software, and CoStar Group were the largest detractors [7][8]. - Eli Lilly's stock rallied over 40% in Q4 due to strong financial results and a favorable agreement on drug pricing, despite earlier concerns [8]. - Oracle's performance reversed from the previous quarter, primarily due to skepticism regarding its future revenue tied to OpenAI, impacting its stock negatively [9]. Portfolio Activity - New positions were initiated in Tencent Holdings and Spotify, while positions in Sage Group, Willis Towers Watson, ICON Plc, and Workday were eliminated to fund these investments [10][11]. - Tencent has shown consistent earnings growth of over 30% annually for the past three years, and its valuation is considered reasonable for sustainable revenue growth [11]. - Spotify is viewed as a leading streaming network with significant growth potential, expecting over 20% annual free cash flow growth for the next five years [12]. Outlook - The datacenter capital expenditure cycle is expected to continue, driven by increasing demand and supportive government policies, suggesting a favorable environment for growth in revenues and earnings for key players [17]. - The portfolio is positioned to deliver above-average earnings growth, with a focus on sectors outside of the AI and datacenter themes, ensuring resilience regardless of market drivers [18].

Most of the top corporations are located in the United States, but ignoring international growth stocks can minimize your long-term returns. ...

Core Insights - The global e-commerce landscape is rapidly evolving, with cross-border e-commerce significantly altering international trade dynamics, presenting both challenges and opportunities for businesses and consumers [1] Group 1: Policy Environment - The policy environment is a crucial external factor affecting cross-border e-commerce, with varying regulations across countries creating both challenges and opportunities for enterprises [3] - In Southeast Asia, particularly Vietnam, 63% of consumers prefer purchasing New Year goods through e-commerce platforms, highlighting the market's growth potential [4] - Amazon has upgraded compliance requirements, increasing the on-time delivery compliance rate to 95%, which raises expectations for supplier efficiency [5][6] Group 2: Market Trends - The U.S. has become the largest online market for Korean cosmetics, holding a 51% global share, indicating a significant opportunity for cross-border e-commerce businesses to enhance procurement and marketing strategies [7] - eBay UK has adjusted customer service channels, which may impact consumer communication with the platform, while also launching a climate transition plan aiming for net-zero emissions by 2045 [7] Group 3: Logistics Challenges - Logistics remains a critical aspect of cross-border e-commerce, with long distances and multiple stages leading to high costs and delays, particularly during special circumstances like the pandemic [15] - Companies are exploring new logistics models, such as overseas warehouses, to improve delivery times and customer satisfaction [15] Group 4: Technological Innovation - Technological advancements, including AI, big data, and blockchain, are transforming cross-border e-commerce operations, enhancing customer service and operational efficiency [17][19] - AI technologies are increasingly used for smart customer service and personalized shopping experiences, while big data helps businesses understand consumer needs and market trends [17][19]