OpenAI推出即时结账功能，用户可直接在ChatGPT对话中购买商品。该功能与Etsy和Shopify合作，面向美国ChatGPT用户开放，超过百万商家将加 入平台。基于与Stripe合作的代理商务协议，用户可无缝完成单件商品购买，无需跳转外部网站。Etsy股价周一收盘大涨近16%，Shopify股价上涨超 6%。 我们对ChatGPT的愿景是，它不仅为用户提供信息，还帮助用户在现实世界中完成事务。 该公司计划未来推出多商品购物车功能，并扩大即时结账的地区覆盖范围。市场认为此举将为电商行业带来新的销售渠道，同时帮助OpenAI在传统订 阅模式之外拓展商业化路径。 受此消息提振，Etsy股价周一收盘大涨近16%，Shopify股价上涨超6%。 9月29日OpenAI宣布与Etsy和Shopify达成合作， 允许美国用户直接在ChatGPT对话中购买Etsy卖家的单件商品。此外超过一百万Shopify商家，包括 Glossier和SKIMS等知名品牌，也即将加入该平台。 即时结账功能面向美国ChatGPT Plus、Pro和免费用户开放。OpenAI将对通过ChatGPT完成的交易收取费用，但不会影响用户的购买 ...

Group 1 - OpenAI has partnered with Etsy and Shopify to enable a feature called "instant checkout" through ChatGPT, allowing US buyers to make purchases directly within chat conversations [2][3] - This new functionality has led to a significant increase in stock prices, with Etsy shares rising nearly 16% and Shopify shares increasing over 6% [1] - OpenAI's initiative positions it in direct competition with major players like Google and Amazon, as it aims to reshape the e-commerce landscape by facilitating shopping within chatbots [4] Group 2 - OpenAI will earn a percentage of the transactions completed through ChatGPT, functioning as a referral fee for the service [5][6] - The monetization strategy includes a 2% affiliate fee, but OpenAI emphasizes that this will not affect the search algorithm or product rankings within the chat [6]

Now to AI acting as a personal shopper of sorts. Shares of Etsy and Shopify popping after OpenAI announced a partnership with them. Etsy surging almost 16% today.Shop up over 6%. CNBC's Mackenzie Sagalas has got all the details. Mac, we want to know how this is going to work.>> So Mel, this is a major test of Agentic Commerce at scale because this feature instant checkout, it lets US buyers buy directly through chat GBT starting with Etsy and soon Shopify. That means no links, no new tabs. You just tap buy ...

Core Insights - OpenAI has launched a new feature called "Instant Checkout," allowing users to purchase products directly through its AI chatbot ChatGPT, marking a significant step into the e-commerce sector [1][2] - The feature initially supports U.S. users purchasing single items from Etsy, with plans to expand to over 1 million Shopify merchants, including well-known brands like Skims and Glossier [1] - Following the announcement, Etsy's stock surged nearly 16%, while Shopify's stock rose over 6% [1] Company Developments - OpenAI will charge fees on transactions completed through ChatGPT, which will become a new revenue source for the company, although specific rates have not been disclosed [1] - The company is currently not profitable and is heavily investing in expanding its computing infrastructure [1] Technical Aspects - The Instant Checkout feature is developed in collaboration with fintech company Stripe and is supported by the Agentic Commerce Protocol, allowing users to complete transactions without leaving ChatGPT [2] - OpenAI plans to open-source this framework to enable merchants and developers to quickly build integrated scenarios and explore more payment and purchasing applications [2] User Engagement - As of August this year, ChatGPT has over 700 million weekly active users, with a significant number of inquiries related to shopping and consumption [2] - The company aims to create a seamless shopping experience within ChatGPT, helping merchants and developers convert conversations into transactions [2]

Core Insights - Shopify has officially partnered with OpenAI to integrate its merchants' products into ChatGPT, marking the introduction of in-app shopping for the first time [1][2][8] Partnership Details - The partnership allows a select group of Shopify merchants, including Glossier, Spanx, and Steve Madden, to participate in an early-access program for selling on ChatGPT [3] - OpenAI's new "Instant Checkout" feature enables users in the U.S. to purchase products directly from Etsy sellers within the app, with plans to expand this feature to Shopify merchants soon [2][4] - Merchants will have control over whether to use the Instant Checkout feature or direct shoppers to their online stores [3][7] Market Impact - Following the announcement, Shopify's stock rose by six percent on both the Nasdaq and Toronto Stock Exchange [6] - Analysts suggest that this new shopping option could significantly accelerate e-commerce sales, with Shopify's gross merchandise volume (GMV) expected to approach $400 billion USD this year [6][9] - The partnership is anticipated to potentially drive over $500 million in net revenue for Shopify on a future run-rate basis [9] Strategic Considerations - Analysts are questioning whether this partnership could lead Shopify to monetize demand generation, a strategy the company has historically resisted [7] - Merchants will incur a small fee for each purchase made through the chatbot, which will optimize user experience based on various factors [7]

Key Points There was some exciting news in the artificial intelligence (AI) sphere affecting the company. A top AI developer is to integrate Shopify's payment technology into its system. 10 stocks we like better than Shopify › As the trading week kicked off on Monday, the market just couldn't stop ringing up purchases of Shopify (NASDAQ: SHOP) stock. Shares of the durable e-commerce facilitator closed up over 6%, comparing extremely well to the S&P 500's (SNPINDEX: ^GSPC) less than 0.3% advance. C ...

Core Insights - OpenAI has launched an instant checkout feature allowing users to purchase items directly through ChatGPT, aiming to create new revenue streams and potentially reshape the e-commerce landscape [1][6] - The feature is currently available to U.S. users of ChatGPT Plus, Pro, and free versions, with plans to expand to multi-item carts and additional regions in the future [1][5] Group 1: Business Model and Revenue Generation - OpenAI will charge fees for transactions completed through ChatGPT, although these fees will not affect the purchase price for users [6] - The instant checkout feature is designed to convert ChatGPT's large user engagement into commercial transactions, with over 7 million weekly active users reported in August, many of whom are interested in shopping [3][6] Group 2: Partnerships and Market Impact - OpenAI has partnered with Etsy and Shopify, enabling U.S. users to buy single items directly from Etsy sellers within the ChatGPT interface [1][5] - Following the announcement, Etsy's stock surged nearly 16%, while Shopify's stock rose over 6%, indicating positive market sentiment towards the new feature [1] Group 3: User Experience and Technology - The instant checkout feature allows for a seamless shopping experience without redirecting users to merchant websites, enhancing user convenience [5] - OpenAI's technology framework for this feature was developed in collaboration with payment company Stripe, which also supports ChatGPT's subscription services [7][8] Group 4: Future Developments - OpenAI plans to open-source the framework to help merchants integrate the feature more quickly and explore various use cases beyond e-commerce [8] - The integration of ChatGPT into platforms like Etsy and Shopify presents a significant opportunity for these e-commerce platforms to reach a vast pool of potential consumers [8]

Core Insights - OpenAI has announced a significant move into e-commerce by enabling direct purchases from Etsy sellers through its ChatGPT AI chatbot, which has positively impacted the stock prices of both Etsy and Shopify [1][5]. Group 1: OpenAI and E-commerce Integration - The new Instant Checkout feature in ChatGPT allows users to make single-item purchases from Etsy sellers, with plans to expand to over one million Shopify merchants [1][3]. - The integration is designed to provide organic product recommendations based on user queries, enhancing the shopping experience without leaving the chat interface [3]. Group 2: Market Reactions - Following the announcement, Etsy's stock surged by 14% to $73.06, while Shopify's stock increased by over 5% to $147.63 [5]. - The popularity of ChatGPT as a shopping tool may disrupt traditional e-commerce and online advertising models, particularly those reliant on search engines and product marketplaces [6]. Group 3: Industry Implications - Analysts suggest that this development marks a pivotal shift in the commercial structure of the Internet, moving from search-based discovery to chat-based interactions [7]. - The competitive landscape is evolving, with Google also launching its own AI-driven transaction protocol, indicating a growing trend in AI integration within e-commerce [4][7].

Company Overview - Shopify's stock has increased by approximately 85% over the last year, with more than half of those gains occurring in 2024, although the recent rise in stock price has slowed down [1][2] - The current stock price is within 15% of its all-time high from 2021, leading to an elevated valuation [2] Financial Metrics - Shopify's P/E ratio stands at 83, which is considered high for a growth stock [4] - In the first half of 2025, Shopify generated $5 billion in revenue, reflecting a 29% growth compared to the same period in 2024, while limiting expense growth to 18% [11] - The company achieved a net income of $224 million in the first half of 2025, a significant improvement from a loss of $102 million in the previous year [11] - The price-to-sales (P/S) ratio is 19, indicating that the stock may be expensive relative to its sales [12] Competitive Landscape - Shopify holds a 28% market share of online stores in the U.S., making it the largest e-commerce platform in the country, and claims about 10% of all global online stores [6] - The company operates in a highly competitive industry, with Amazon as a significant competitor, which offers a sales platform for third-party sellers and free shipping options [5] - Despite competition, Shopify has developed a competitive advantage through its versatile platform that allows merchants to customize their sites without coding knowledge and emphasizes speedy transactions [9] Strategic Positioning - Shopify has shifted its focus back to software after previously attempting to expand into logistics, which resulted in significant losses [7] - The company has created an ecosystem that supports merchants with various services, including email marketing, payments, and inventory management, enhancing site management and generating additional revenue sources [10] - The e-commerce industry is projected to grow at a compound annual growth rate (CAGR) of 19% through 2030, which may alleviate some competitive concerns for Shopify [6] Future Outlook - While the current valuation may suggest a potential slowdown in stock performance, Shopify is well-positioned to capture growth in the rapidly expanding e-commerce market [13] - Long-term investors may still anticipate future stock gains as more merchants opt to operate within Shopify's ecosystem, despite the high P/S ratio indicating that the stock price could be ahead of fundamentals [14]

Group 1: Shopify - Shopify has shown tremendous growth, with stock returns exceeding 400% since 2022, and continues to have significant expansion opportunities [4] - The majority of Shopify's revenue comes from merchant solutions, which grew 36% year over year in Q2 to over $2 billion [5] - The company is leveraging artificial intelligence to enhance its offerings, such as launching Catalog to integrate millions of products into AI-powered shopping apps [6] - Shopify's strong brand and competitive advantage stem from its innovative solutions that help merchants increase sales, creating a powerful incentive to attract more businesses [7] - Total spending by Shopify merchants in the U.S. is projected to be only 12% of the e-commerce market by 2025, indicating substantial growth potential [8] Group 2: RH (Restoration Hardware) - The Federal Reserve's recent interest rate cuts are expected to revitalize the housing market, which has been stagnant due to high rates [10] - RH reported an 8.4% increase in revenue to $899.2 million in its recent Q2 earnings, benefiting from its focus on the higher-end market [12] - The company's business model has significant leverage, and margins could expand with increased demand, trading at a P/E of less than 20 based on fiscal 2027 estimates [13] Group 3: Carnival - Carnival has experienced a strong recovery, with record metrics in revenue, operating income, and customer deposits, indicating sustained demand [14][15] - Customer deposits reached $8.5 billion, with 93% of 2025 occupancy already booked, and 2026 demand aligning with historical highs [16] - Despite a staggering debt of over $27 billion, lower interest rates are facilitating debt repayment, with Carnival refinancing $7 billion at better rates [18][19]