Shopify shares jump 7.3% after Meta partnership enables Muse purchases

  • Shopify partnered with Meta to enable Muse purchases across Shopify merchants through Shop Pay.
  • SHOP rose 7.3% to $137.92 Monday, then gained more than 5% pre-market Tuesday.
  • Amazon barred Muse and other AI assistants from processing marketplace transactions.

Shopify has partnered with Meta to let Muse, Meta’s AI assistant, complete purchases at Shopify merchants through Shop Pay. Shopify shares rose 7.3% to close at $137.92 on Monday, followed by pre-market gains of more than 5% on Tuesday. Shopify CEO Tobi Lütke publicly endorsed the arrangement, while Meta’s Chief AI Officer Alexandr Wang said the company wants Muse users to access a broad range of merchants and products. Deutsche Bank analysts said the deal validates Shopify’s merchant network, product data and payment infrastructure rather than threatening its business model. Amazon has barred Muse from processing purchases on its marketplace and said automated buying tools must respect merchant opt-outs, citing concerns about its advertising ecosystem. Amazon also bars OpenAI’s ChatGPT, Google’s Gemini and Perplexity’s Comet from processing transactions. Muse became available to users two weeks before the announcement, making Shopify one of the earliest major e-commerce platforms to adopt the AI agent.

当サイトの情報はAIを用いて生成されており、正確性を保証するものではありません。 参考情報としてご活用ください。