Core Insights - PayPal is partnering with OpenAI to integrate its payment services into ChatGPT, allowing millions of users to make purchases seamlessly through the platform [1][2] - The partnership will utilize the Agentic Commerce Protocol (ACP) to connect PayPal's extensive merchant network with ChatGPT, enhancing the shopping experience for consumers [1][4] PayPal's Integration with ChatGPT - PayPal will enable instant checkout for ChatGPT users, providing various funding options including bank accounts, balances, and cards, along with buyer and seller protections [2][3] - The integration will make product catalogs from small businesses and major retail brands discoverable within ChatGPT, streamlining the purchasing process for users [4] Expansion of AI Strategy - PayPal is expanding its AI initiatives with OpenAI, which includes scaling access to ChatGPT Enterprise for its employees and enhancing product development capabilities [5] - The collaboration aims to improve customer experiences and operational efficiency through the use of OpenAI's APIs [5]

Core Insights - Globant S.A. has launched version 2.3 of its AI platform, Globant Enterprise AI (GEAI), integrating the Agentic Commerce Protocol (ACP) for AI agents with transactional capabilities [1][10] - The new version enhances interoperability across enterprise systems, allowing organizations to manage AI agents more effectively [2][10] - GEAI users have reported significant efficiency improvements, including an 80% reduction in legacy system modernization time and a 50% decrease in software development costs [4][10] Product Developments - GEAI 2.3 builds on previous updates, including the Model Context Protocol (MCP) and Agent-to-Agent (A2A) communication, to create a more scalable AI ecosystem [2] - The addition of ACP allows AI agents to facilitate purchases through conversational interfaces, leveraging existing payment infrastructures [3] Market Performance - Globant's pipeline reached a record $3.7 billion in Q2 2025, reflecting a 25% increase year-over-year [6] - For Q3 2025, Globant anticipates revenues of at least $615 million, indicating a slight year-over-year growth of 0.1% [7] - The company expects revenues of at least $2,445 million for the full year 2025, representing a 1.2% year-over-year growth [7] Stock Performance - Globant currently holds a Zacks Rank of 3 (Hold), with shares declining 72.1% over the past year compared to the industry growth of 51.4% [8]

E-commerce Integration - OpenAI introduces Instant Checkout in ChatGPT, aiming to facilitate direct purchases for millions of users [1] - The feature is launched in collaboration with Etsy and Shopify [1] - OpenAI open-sources the Agentic Commerce Protocol, built with Stripe, to encourage wider adoption by merchants and developers [1] Technology & Protocol - The Agentic Commerce Protocol powers the Instant Checkout feature [1] - Stripe is a key partner in building the Agentic Commerce Protocol [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. ...