Instacart Shares Surge on Strong Q4 Results
Instacart’s stock jumped over 14% after better-than-expected Q4 revenue, strong transaction growth, and an optimistic forecast eased concerns about competition in grocery delivery.
AI Now Builds Your Grocery List as Uber Eats Launches Cart Assistant
Uber Eats is rolling out an AI-powered Cart Assistant that lets customers build grocery lists using text or images, factoring in preferences and store availability.
Google AI Shopping Protocol Draws Consumer Pricing Concerns
A consumer watchdog raised concerns that Google’s new AI shopping protocol could enable personalized upselling and pricing. Google rejected the claims, saying its tools cannot alter prices based on user data.
Walmart and Google Bring Agentic Shopping to Gemini
Walmart and Google are launching a new shopping experience inside Gemini, combining Google’s AI with Walmart and Sam’s Club’s vast assortment, fast delivery, and personalized commerce powered by the Universal Commerce Protocol.
Google’s New Protocol Lets AI Handle Shopping End-to-End
By
Marcus Lee
Google introduced the Universal Commerce Protocol, an open standard for agentic commerce, enabling AI-driven shopping, checkout, and branded agent interactions across retailers and platforms.
Copilot Gets a PayPal Checkout Button
PayPal and Microsoft are integrating checkout and payments directly into Copilot, allowing users to discover products and complete purchases without leaving the AI interface. The rollout begins on Copilot.com and expands PayPal’s agentic commerce strategy.
Former Bolt CEO’s Spangle Raises $15M to Expand AI-Powered E-Commerce
AI commerce startup Spangle raised $15 million in a Series A, valuing the company at $100 million. Its software delivers real-time, personalized shopping experiences for retailers using AI-generated recommendations.
Sellers Push Back as Amazon’s AI Lists Products Without Consent
Amazon’s “Shop Direct” and “Buy for Me” features are drawing criticism from online retailers whose products were listed without consent, raising concerns about AI-driven sales practices.
Instacart Halts AI-Driven Pricing Tests
Instacart will stop AI-powered pricing experiments on its platform following scrutiny from lawmakers and a Consumer Reports study highlighting price variations for identical items.
Visa Tests AI That Can Pay Your Bills and Shop for You
Visa said it successfully completed hundreds of AI-driven transactions in a pilot program testing agent-based payments. The effort reflects a broader push across fintech to let AI agents handle purchases on behalf of consumers.
Google’s New AI Lets You Try On Outfits Using Just a Selfie
Google launched a new virtual try-on feature that uses a selfie to generate a full-body digital model, enabling U.S. shoppers to preview clothing online.
ChatGPT Lets Users Plan and Buy Groceries With Instacart Integration
OpenAI and Instacart introduced a new ChatGPT shopping experience that lets users plan meals, build carts, and check out within the chat app. The move expands OpenAI’s push into agentic commerce.
Rufus Powers Holiday Shopping: Amazon Reports Black Friday Purchase Surge
Amazon’s AI shopping assistant Rufus saw a sharp spike in Black Friday usage, fueling significantly higher purchase-conversion rates compared with non-AI sessions, according to new data from Sensor Tower and Adobe Analytics.
OpenAI and Perplexity Launch AI Shopping Assistants, But Startups Say Niche Still Wins
OpenAI and Perplexity introduced AI shopping tools this week, helping users find products through chat-based queries. Experts say startups with niche datasets may still outperform general-purpose chatbots.
Onton Gets $7.5M to Make AI Shopping Smarter and Faster
Onton, an AI-powered product discovery platform, raised $7.5 million to expand into apparel and consumer electronics while growing its user base to over 2 million.
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