Key Takeaways Shopify is building AI commerce tools like Catalog and Sidekick to power discovery and merchant insights.Shopify expanded AI reach through Google AI Mode, ChatGPT, Gemini and Microsoft Copilot integrations.Zacks Consensus Estimate pegs SHOP's first-quarter 2026 merchant revenues at $2.2B, up 26.5% year over year.Shopify (SHOP) is positioning AI not as a product enhancement but as a surface where commerce occurs and is systematically building the infrastructure to sit at the center of it. Throu ...