Core Insights - OwlTing is integrating with the x402 ecosystem to enable merchants to accept payments from AI agents, addressing a gap in the market for compliant payment processing for AI-initiated transactions [3][4][5] Group 1: Company Overview - OBOOK Holdings Inc. operates as OwlTing Group, a global fintech company with a diversified ecosystem across payments, hospitality, and e-commerce [10] - The company is headquartered in Taiwan and has subsidiaries in multiple countries, including the United States, Japan, and Singapore [10] - OwlTing was ranked among the top 2 global players in the "Enterprise & B2B" category in the digital currency sector as of 2025 [10] Group 2: Product and Technology - OwlTing's OwlPay Checkout solutions are designed to verify AI-initiated payment requests and settle transactions instantly in regulated digital or fiat currencies [4][6] - The x402 standard allows AI agents to initiate payments, while OwlTing provides the necessary infrastructure for merchants to receive these payments [5][7] - The integration aims to facilitate a seamless transition from digital instructions to recognized revenue with minimal human intervention [6][7] Group 3: Market Opportunity - AI-driven traffic to retail websites in the U.S. surged by over 4,700% over the past year, indicating a significant shift towards AI-driven commerce [7] - McKinsey estimates that the transition to Agentic Commerce could represent up to US$1 trillion in the U.S. B2C retail sector by 2030, with a global opportunity of US$3 to 5 trillion [7][8] - Trust and compliance are critical for capturing this market volume, and OwlTing holds Money Transmitter Licenses in 39 U.S. states and other regulatory licenses in Europe and Japan [9]

Live Demonstrations with Microsoft to Highlight Enterprise Adoption [as AI Agents Drive Revenue at Scale]LONDON, Jan. 07, 2026 (GLOBE NEWSWIRE) -- Rezolve Ai (NASDAQ: RZLV), a leader in Agentic Commerce and AI-powered customer engagement, today announced its high-profile participation and sponsorship of NRF 2026: Retail's Big Show, one of the world’s most influential retail events, where it will demonstrate how its Brain Suite of AI solutions is transforming retail through conversational AI, visual search, ...

Fiserv and Mastercard expanded their partnership to support agentic commerce, as payments companies move to establish how artificial intelligence systems can securely initiate and complete transactions on behalf of consumers.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free ac ...

Fiserv, Inc. (NASDAQ:FISV) is among the 7 Best Digital Payments Stocks to Invest In Now. Fiserv, Inc. (FISV) And Visa Team Up To Promote Agentic Commerce Fiserv, Inc. (NASDAQ:FISV) and Visa announced a strategic partnership on December 22, 2025, to implement the Trusted Agent Protocol throughout the former company’s agentic ecosystem and allow Visa Intelligent Commerce. The collaboration supports AI-driven consumer purchases by combining the firm’s merchant network with Visa’s agentic commerce and authen ...

Enterprise customer payments to support data infrastructure growthNEW YORK, Dec. 29, 2025 (GLOBE NEWSWIRE) -- Rezolve Ai (NASDAQ: RZLV), the leader in Agentic Commerce and AI-powered customer engagement, today announced the launch of Revenue Pools by its wholly owned subsidiary, SQD Network, designed to support increasing demand from large enterprise and institutional customers. SQD provides high-performance blockchain data services to major global organizations, including Deutsche Telekom and top DeFi prot ...

Core Insights - Artificial Intelligence is transforming the commerce sector by evolving from a research tool to an active participant in transactions, enabling AI agents to independently complete purchases for consumers and businesses [1][5] Group 1: AI in Consumer Transactions - AI is being utilized to assist consumers in various tasks, such as preparing weekly dinner plans, suggesting recipes, and creating shopping lists based on past purchases and preferences [3] - Consumers can instruct AI agents to plan vacations, research travel options, secure reservations, and make purchases aligned with their style and budget [7] - The concept of agentic commerce is gaining traction, with 15% of businesses very familiar and 72% somewhat familiar with it, indicating a growing awareness of AI's capabilities in making purchases without repeated authorizations [6] Group 2: AI in Business Operations - Businesses initially adopted AI for customer service and back-office operations, focusing on cost reduction and improved engagement through natural language tools [5] - AI agents can manage supplies, renew or cancel subscriptions, oversee maintenance, and process payments, enhancing operational efficiency and security through tokenized purchases [4] - The shift towards AI as an autonomous agent for consumers is becoming more pronounced, indicating a significant evolution in how businesses leverage AI technology [5][8]

拾象CEO 李广密 今天推出第一篇的文字版本： 访谈：张小珺 x Freda Duan 《站在2025年之外》是我们推出的年终对话系列，由5篇投资人访谈组成，他们分别从中国本土与硅谷 视角出发，共同描绘我们走过的2025年，并对2026年做预测与前瞻。 5位嘉宾分别是：（排列依据播客的发布时间顺序） 金沙江创投主管合伙人 朱啸虎 真格基金管理合伙人 戴雨森 Altimeter Capital合伙人 Freda Duan 红杉中国合伙人 郑庆生 一个多月前，在2025年11月初，Sam Altman上了一档由美国基金Altimeter Capital创始人主持的播客节 目，在主持人连续追问OpenAI如何为1.4万亿美元级别算力与基础设施承诺买单时，Sam称："If you want to sell your shares, I'll find you a buyer. Enough."（"如果你想卖掉你的股份，我可以帮你找到买家。 够了。"） 随后，AI板块整体出现波动，关于AI是否存在泡沫的讨论进一步升温。 我们今天的嘉宾Freda Duan就来自这个名叫Altimeter Capital的基金，她担任合伙 ...

Core Insights - Amazon is adapting to the rapid evolution of AI in e-commerce, with CEO Andy Jassy highlighting the potential of AI agents to transform shopping experiences [1][2] - The company is actively seeking to establish strategic partnerships in "agentic commerce" to maintain its competitive edge [2] - Amazon's defensive strategies include blocking external AI agents from accessing its website and pursuing legal action against competitors [8][9] Group 1: AI and E-commerce Trends - AI-powered shopping agents are emerging as a significant trend, with consulting firm McKinsey projecting that agentic commerce could generate $1 trillion in U.S. retail revenue by 2030 [4] - Morgan Stanley anticipates that nearly half of American shoppers will use AI agents by 2030, potentially adding $115 billion to U.S. e-commerce spending [10] - Current consumer behavior shows that a mid-single digit percentage of purchases begin through AI, with a significant increase expected over time [11] Group 2: Competitive Landscape - Competitors like Walmart and Shopify are adopting a "frenemy" strategy, partnering with AI companies while developing their own tools [6] - Amazon's recent legal actions against Perplexity highlight the competitive tensions in the market, as the company seeks to protect its data and customer relationships [9] - Some companies are experimenting with allowing AI agents to access their platforms while setting boundaries to protect proprietary data [15][17] Group 3: Amazon's AI Initiatives - Amazon has launched its own AI shopping chatbot, Rufus, which has been enhanced to suggest products from various sites and auto-buy items for Prime members [19] - The company is testing new features for Rufus, including creating custom shopping guides, indicating a commitment to developing its AI capabilities [19] - Amazon's approach reflects a "leader's dilemma," where its significant market share presents both opportunities and risks in the evolving landscape of AI-driven commerce [20]

Summary of Key Points from the Conference Call Industry Overview - **Industry Focus**: North America Internet sector, with emphasis on trends and projections for 2026 [1][3] Core Insights and Arguments 1. **Evolution of Internet Usage**: The way users interact with the internet is changing, with search evolving into a more answer-oriented approach. This is driven by the adoption of AI technologies, particularly agentic browsers that provide a personalized and interactive experience [6][14] 2. **AI Agent Adoption**: The integration of AI agents is expected to transform online shopping (Agentic Commerce), travel booking (Agentic Travel), and website development. However, this transition is still in its early stages, with varying impacts across different sectors [6][14] 3. **Resilience in Online Marketplace Demand**: The demand for online marketplaces remains strong, particularly in mobility and delivery sectors. The adoption of grocery and retail services is anticipated to be a key focus area in 2026 [6][14] 4. **Cloud Infrastructure Growth**: Revenue growth for cloud services, particularly AWS and Google Cloud, is accelerating. Projected infrastructure capital expenditures for 2026 across major players (GOOGL, AMZN, META) are expected to reach approximately $350 billion [6][14] 5. **Online Advertising and eCommerce Trends**: The U.S. online advertising market is projected to grow by 14% year-over-year, while eCommerce is expected to increase by 7% in 2026, driven by AI and end-to-end automation tools [6][14] 6. **Margin Expansion Trends**: A pause in margin expansion is noted across multiple companies in 2026, following years of consistent growth post-2022 downturn. Future product developments from current investments are anticipated to drive the next growth phase [6][14] Company-Specific Insights - **Amazon (AMZN)**: Added to Citi's Focus List due to accelerating AWS revenue growth and strong margin expansion trends. Target Price (TP): $320 [6] - **Alphabet (GOOGL)**: Query growth is accelerating, supported by advancements in AI technologies. TP: $343 [6] - **Reddit (RDDT)**: Focus on daily active user growth with a revamped app expected to enhance monetization. TP: $265 [6] - **DoorDash (DASH)**: Anticipated margin expansion reversion in 2027 as core order growth accelerates. TP: $283 [6] - **Carvana (CVNA)**: Expected growth in used vehicle sales driven by improved awareness and inventory. TP: $550 [6] Additional Important Insights 1. **Market Performance**: The average year-to-date return for the internet sector in 2025 was +5%, compared to +15% for the S&P 500 and +19% for the NASDAQ. Larger cap companies outperformed, with GOOGL leading at +60% [11] 2. **Valuation Metrics**: Most sub-sectors are trading below their 10-year EV/Revenue and EV/EBITDA averages, with GOOGL, EBAY, and KSPI trading at a premium [12][13] 3. **Key Trends for 2026**: - Search is evolving into a more answer-focused model - The rise of agentic browsers for a personalized web experience - Robust demand for online advertising and cloud services - Growth in autonomous vehicles and food delivery services [14] This summary encapsulates the critical insights and projections for the North American internet sector as discussed in the conference call, highlighting both macro trends and specific company performances.

MILWAUKEE--(BUSINESS WIRE)--Fiserv, Inc. (NASDAQ: FISV) and Mastercard (NYSE: MA) are extending their partnership to advance agentic commerce for merchants. Fiserv will be one of the first major payment processors to leverage Mastercard's Agent Pay Acceptance Framework at scale, raising the bar for secure, intelligent and interoperable agentic commerce and empowering merchants to confidently embrace the era of AI-driven payments. Supporting Merchant Acceptance Through Agent Pay As commerce beco. ...