Tag
e-commerce
9 articles
OpenAI Taps Google Chips as Nvidia's GPU Grip Loosens
OpenAI's plan to source AI accelerators from Google signals the end of Nvidia's compute monopoly and could reshape capital allocation across the industry.
JD.com Posts RMB4.5B Operating Profit as Revenue Falls; Stock Drops 2.8 Percent
The Chinese e-commerce giant beat revenue estimates in Q2 2026 despite a 5.4 percent drop in product sales, as service revenue growth and narrowing losses at JD Food Delivery lifted margins.
Whatnot's $20B Series G: Can Live Shopping Scale Beyond Its Niche?
A $545 million raise co-led by Iconiq, Lightspeed and Avra nearly doubles the platform's valuation from October 2025, betting Western live commerce can scale.
Etsy's Brand Dilution Problem: Mass Goods Are Eroding Its Core Economics
Once a haven for handmade goods, Etsy now hosts a growing wave of factory-made and AI-generated items that threaten its pricing power and competitive position.
Amazon's Alexa Overhaul: Business Model Shift or Costly Catch-Up?
Amazon plans a major AI upgrade for Alexa Plus, pushing the voice assistant into complex, multi-step interactions and commercial transactions.
Linonia Fund's $225M MercadoLibre Bet Targets Latin American Digital Growth
Hedge fund's position signals institutional conviction in MELI's e-commerce dominance and fintech expansion across 18 countries
Amazon Cuts Selling Partner Staff: AMZN Targets $300 on Margin Expansion
Latest layoffs in third-party seller services division signal sustained cost discipline as company prioritizes profitability over growth
ArtisanLink's $200M Bet On Specialty Food Delivery: Can Niche Logistics Drive Profitability?
The venture-backed firm aims to capture a high-margin segment of the food e-commerce market by optimizing cold chain and last-mile logistics for premium perishable goods.
Bezos's Fashion Ascent Signals Amazon's Luxury Ambition; AMZN Poised for Re-Rating
Jeff Bezos's deepening involvement in high fashion points to a strategic imperative for Amazon to capture the high-margin luxury market, potentially revaluing its stock.