E-Commerce

The Information’s reporting on e-commerce includes uncovering financials from the world’s biggest e-commerce companies, such as Amazon and Shein. Additionally, our team is leading the analysis of forays into e-commerce by various platforms, including ByteDance's TikTok, X and more.

Recent Articles about E-Commerce
Wall Street traders last week. Photo by Michael Nagle/Getty Images
The Briefing

Shopify, Unity Get Slammed by Anxious Market

By Martin Peers · Feb 11, 2026 5:00pm PST
Talk about unforgiving! The great enterprise stock sell-off of 2026 recommenced on Wednesday, and it dragged down a couple of companies—Unity Software and Shopify—after they each reported decent December-quarter earnings. Shares of Shopify, most egregiously, fell as much as 12% after the e-commerce software platform said its first-quarter... Talk about unforgiving! The great enterprise stock sell-off of 2026 recommenced on Wednesday, and...
Art by Mike Sullivan
The Information Finance

How Chinese Fintech Giant Ant Uses AI to Help Banks Hedge Currency Risks

By Jing Yang · Feb 11, 2026 8:00am PST
Will AI make investment bankers and traders irrelevant? That's one of the most talked-about questions in finance these days.In reality, banks are already feeling the impact of AI on their behind-the-scenes plumbing, where payments, cash management, treasury and foreign exchange operations are embracing AI models to cut costs in these notoriously... Will AI make investment bankers and traders irrelevant? That's one of the most talked-about...
Photo by Yuichi Yamazaki/ Getty Images.
Exclusive

ChatGPT Shopping Could Get Complicated Fast

By Ann Gehan · Feb 10, 2026 10:04am PST
OpenAI has touted shopping inside ChatGPT as a major business opportunity as it tries to raise tens of billions in fresh cash. Meanwhile, the company is still nailing down some online commerce basics. That includes figuring out the best way to navigate state sales taxes—people working on commerce inside OpenAI still haven’t decided how it... OpenAI has touted shopping inside ChatGPT as a major business opportunity as it tries to raise...
The Amazon Alexa+ Super Bowl commercial starring Chris Hemsworth. Screenshot via YouTube/Amazon Alexa.
What to Expect from Spotify, Lyft and Pinterest Earnings This Week
By Martin Peers · Feb 8, 2026 3:00pm PST
The Amazon Alexa+ Super Bowl commercial starring Chris Hemsworth. Screenshot via YouTube/Amazon Alexa.
The Briefing

What to Expect from Spotify, Lyft and Pinterest Earnings This Week

By Martin Peers · Feb 8, 2026 3:00pm PST
After the crush of tech news last week, including a big AI-fueled stock sell-off, things might calm down a bit in the next few days. With any luck, we’ll have time to debate which of the tech companies’ Super Bowl ads running Sunday night were the best and which were the worst. My vote for best is the Amazon Alexa spot, by the way, although the... After the crush of tech news last week, including a big AI-fueled stock sell-off, things might...
Stripe co-founder John Collison. Photo by Jeenah Moon/Getty Images.
Exclusive

Stripe’s Stablecoin Startup Tangles With Sanctions and Scammers

By Michael Roddan and Yueqi Yang · Feb 3, 2026 6:00am PST · 1 comment
When Stripe acquired crypto startup Bridge last year, it described stablecoins as financial services “superconductors.” Thanks to Bridge, Stripe has since integrated stablecoins into an array of products, such as stablecoin cards that allow customers to spend crypto anywhere. Using stablecoins for payments turns out to be harder than it looks.... When Stripe acquired crypto startup Bridge last year, it described stablecoins as financial...
Palantir CEO Alex Karp. Fabrice Coffrini/Getty Images
The Briefing

What to Expect From Palantir, Google and Amazon Earnings This Week

By Martin Peers · Feb 1, 2026 3:00pm PST · 2 comments
If you like poring over earnings reports (and who doesn’t!), then you’ll be in your happy place this coming week. We’ve got so many tech earnings announcements that we can barely keep track. I’m not kidding—couldn’t these tech executives space things out a little bit? The biggest reports will be on Wednesday, when Google parent Alphabet reports... If you like poring over earnings reports (and who doesn’t!), then you’ll be in your happy place...
Chart by Shane Burke.
Sunday Insights

In AI Shopping Wars, Rivals Team Up to Take On Amazon

By Ann Gehan · Feb 1, 2026 8:00am PST · 1 comment
AI firms are promoting shopping as a new area of growth for chatbots, and retail giants and payments companies don’t want to be left out. That’s spawned a web of partnerships among companies that could make money off AI-fueled purchases. We’ve mapped out the alliances between 10 companies at the center of the high-profile AI shopping efforts in... AI firms are promoting shopping as a new area of growth for chatbots, and retail giants and...
Photos by Getty Images
ByteDance, Alibaba to Launch New Models in Race for AI Supremacy in China
By Juro Osawa and Qianer Liu · Jan 29, 2026 5:00am PST · 2 comments
Photos by Getty Images
Exclusive

ByteDance, Alibaba to Launch New Models in Race for AI Supremacy in China

By Juro Osawa and Qianer Liu · Jan 29, 2026 5:00am PST · 2 comments
The battle for AI dominance in China is reaching new heights. Tech giants ByteDance and Alibaba Group are both poised to release their next flagship AI models around the Lunar New Year holiday in mid-February, in what could be the most consequential battle in the country’s tech sector. ByteDance is preparing to release three new AI... The battle for AI dominance in China is reaching new heights. Tech giants ByteDance and Alibaba...
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Deep Research

How OpenAI’s Bids For Enterprise, Ad Dollars Could Play Out

By The Information Staff · Jan 28, 2026 12:32pm PST
OpenAI’s push beyond selling AI models and into enterprise software and digital advertising marks a shift in where power and profits could accrue in the tech industry. As the company moves into markets long dominated by established software vendors, consultancies and ad platforms, its expansion raises questions about which incumbents are most... OpenAI’s push beyond selling AI models and into enterprise software and digital advertising marks...