Core Insights - Shopify's stock price surged by 6.24% on September 29, driven by positive news and market discussions [1] - The launch of OpenAI's "instant checkout" feature allows U.S. users to shop and pay directly from Etsy sellers via the ChatGPT platform, with over one million Shopify merchants expected to adopt this feature [1] - The collaboration between Shopify and OpenAI aims to innovate shopping experiences, indicating a significant shift in the e-commerce landscape [1] Industry Impact - The integration of AI with e-commerce signifies a new direction for the industry, potentially simplifying and accelerating the shopping process for consumers [1] - Competitors like PayPal are aware of the competitive risks posed by this development, highlighting the dynamic nature of the payment sector [2] - Despite uncertainties, investor confidence in Shopify remains strong, with expectations for its future market performance [2]

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]

Group 1 - The company Etsy will transfer its common stock listing to the New York Stock Exchange [1] - Trading on the New York Stock Exchange is set to begin on October 13 [1]

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 ...

And right now we are 2 minutes away from the end of the trading day. Romaine Bostick alongside Katie Greifeld, taking you through to the closing bell with a global simulcast. Carol Massar And Tim Stenovec join us from the radio booth.Welcome to all of our audiences across all of our Bloomberg platforms, including Carol Massar, our partnership with YouTube. Yeah, exactly. Across all of our platforms, we've certainly seen markets bounce around, definitely off their lows of the session as we head into a close. ...

Core Viewpoint - Etsy, Inc. is transitioning its Common Stock listing from Nasdaq to the New York Stock Exchange (NYSE), with the Nasdaq listing ceasing on October 10, 2025, and the NYSE listing commencing on October 13, 2025 [1]. Company Overview - Etsy operates two-sided online marketplaces that connect millions of buyers and sellers globally, with a mission to "Keep Commerce Human" [3][4]. - The primary Etsy marketplace serves as a global destination for unique and creative goods, providing tools and services to sellers to meet their business needs [3][4]. Leadership Statements - CEO Josh Silverman expressed excitement about joining the NYSE, emphasizing Etsy's commitment to personalized shopping experiences and long-term shareholder value [2]. - NYSE President Lynn Martin welcomed Etsy, highlighting the company's integration of technology with the human experience as a valuable addition to the NYSE community [2].

Core Insights - OpenAI is launching instant checkout in ChatGPT, collaborating with Etsy and Shopify [1] Group 1 - The new feature aims to enhance the shopping experience within ChatGPT [1] - This partnership signifies a strategic move to integrate e-commerce capabilities into AI platforms [1]

ChatGPT already helps millions of people find what to buy. Now it can help them buy it too. We’re introducing Instant Checkout in ChatGPT with @Etsy and @Shopify, and open-sourcing the Agentic Commerce Protocol that powers it, built with @Stripe, so more merchants and developers can integrate agentic checkout. Instant Checkout is now rolling out to US ChatGPT Pro, Plus and Free logged-in users buying from US Etsy sellers, with over 1 million Shopify merchants rolling out soon. ...

Core Insights - OpenAI has launched Instant Checkout, enabling users to purchase products via its ChatGPT AI chatbot, initially supporting single-item purchases from U.S. Etsy sellers [1] - The feature is available to U.S. ChatGPT Plus, Pro, and Free users, with plans to include over one million Shopify merchants soon [1] - OpenAI will charge a fee for transactions completed through ChatGPT, which could provide a significant new revenue stream for the company [2] - The company is currently not profitable and is incurring losses while scaling its computing infrastructure [2] - Specific fee details remain undisclosed due to confidential contracts with Etsy and Shopify, but Instant Checkout is free for users and does not affect product prices [3] - OpenAI aims for ChatGPT to assist users in real-world tasks, with future plans to introduce multi-item carts and expand the feature's regional availability [4]

Core Insights - Depop has launched a new feature called Outfits, aimed at enhancing user engagement and positioning the platform as a daily fashion destination [2][6] - The Outfits feature allows users to create collages of items from the marketplace, facilitating outfit planning and social sharing [3][6] - The introduction of Outfits is part of Depop's long-term strategy to differentiate itself in the resale market by focusing on community-driven fashion exploration [3][4] Company Developments - Peter Semple has been appointed as the permanent CEO of Depop, following his interim role after the departure of former CEO Kruti Patel Goyal [5] - Depop has previously implemented technology updates, including generative AI and image recognition, to assist sellers in creating product descriptions [4] Competitive Landscape - The Outfits feature is similar to Pinterest's Shuffles, which allows users to create collages and digital art, indicating a trend towards more interactive and creative shopping experiences in the resale and social media sectors [3]