Keyword → e-commerce

AppLovin Drops 12.7% to $448 — BofA E-Commerce Pixel Slowdown Data and AI Trade Risk-Off Compound Insider Selling Overhang

AppLovin shares fell 12.7% to close at $447.93 on Monday, the worst performer in the S&P 500, as a Bank of America analysis found the company's e-commerce pixel installations slowed to roughly 750 new additions in June from 950 in May. The decline was compounded by a broad AI trade risk-off triggered by the Hormuz blockade escalation and persistent concern over CEO Adam Foroughi's approximately $51 million in June share sales. AppLovin reports Q2 earnings on August 5, guiding for $1.93 billion in revenue.

Alibaba Reports Q3 Fiscal 2026 Results: Revenue Misses Estimates but Cloud and AI Growth Accelerate Ahead of Key Catalyst Period

Alibaba reported its December quarter fiscal 2026 results Thursday before the U.S. market open, posting earnings per share of $6.96 — missing the $11.88 consensus estimate — alongside revenue that fell short of expectations. However, the company's Alibaba Cloud and AI services divisions showed continued acceleration, and investors are closely watching for guidance on the company's capital allocation plans and the domestic Chinese economic environment heading into the new fiscal year.

Stripe Said to Weigh Full or Partial Acquisition of PayPal in Landmark Fintech Deal

Payments giant Stripe is evaluating a potential acquisition of all or part of PayPal Holdings, according to reports citing people familiar with the matter, sending PayPal shares surging more than 13% over two sessions. The prospective deal would represent one of the largest fintech consolidations in history and arrives as PayPal grapples with a recent CEO departure, a cautious 2026 profit outlook, and intensifying competitive pressure from AI-enabled payment solutions.

Walmart Beats Q4 Estimates but Soft Full-Year Guidance Rattles Investors

Walmart delivered better-than-expected fourth-quarter earnings and revenue on Thursday, fueled by robust e-commerce growth and expanding advertising revenue, but its full-year earnings outlook of $2.75 to $2.85 per share fell short of Wall Street's consensus of $2.96, sending shares modestly lower in premarket trading and raising questions about the pace of margin expansion under its new chief executive.

Walmart Fourth Quarter Earnings Tomorrow to Provide Critical Read on U.S. Consumer Resilience

Walmart will report fiscal fourth quarter 2026 results before market open Thursday, with analysts forecasting adjusted EPS of $0.73 and revenue between $188.6-$190.5 billion. The report represents a pivotal test for the $1 trillion retailer following a 43-day government shutdown and carries outsized importance as a barometer of American consumer health amid a K-shaped recovery that has seen Walmart capture 75% of market share gains from households earning over $100,000.