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Fiscal.ai
Nike's China revenue has dropped by 28% since 2021.
What went wrong?
$NKE https://t.co/wnhvP2WIKf
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Nike's China revenue has dropped by 28% since 2021.
What went wrong?
$NKE https://t.co/wnhvP2WIKf
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AkhenOsiris
$GOOGL $SHOP $WMT $AMZN
Amazon absent:
Google and Shopify, along with retailers, unveiled a new standard to help AI autonomously complete purchases across different shopping platforms.
New Salesforce data shows artificial intelligence and agents drove about 20% of retail sales this past holiday season, highlighting growing demand for more information and reassurance before shoppers hit "buy."
The initiative, announced at the National Retail Federation's annual conference in New York on Sunday, centers on the Universal Commerce Protocol (UCP), co-developed by Google with industry leaders including Shopify, Etsy, Wayfair, Walmart and Target.
More than 20 retailers, platforms and payment companies endorse the protocol, including Home Depot, Best Buy, Macy's, Mastercard and Visa.
The new standard is designed to help AI tools move shoppers from "I'm interested" to "I've bought it" without forcing them to jump between apps, websites or checkout systems.
Google says UCP will soon power shopping inside AI Mode in Search and the Gemini app, letting people buy without leaving the conversation.
Similar setups are planned with other AI tools, including Microsoft's Copilot.
This is part of a broader push toward what companies call agentic commerce — where AI doesn't just suggest products, but actually helps complete the task of checking out.
Retailers say checkout is the most fragile part of shopping because stores have different rules for payments, returns, loyalty points and delivery — the kind of friction that often causes shoppers to abandon carts.
"Roadblocks are costing retailers a lot of money, because billions of dollars are left in carts every year," Vidhya Srinivasan, Google vice president and general manager of ads and commerce, said during a media briefing.
A ChannelEngine study of 4,500 shoppers found that only 17% feel comfortable letting AI complete a purchase, even as many consumers already use AI to research products.
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$GOOGL $SHOP $WMT $AMZN
Amazon absent:
Google and Shopify, along with retailers, unveiled a new standard to help AI autonomously complete purchases across different shopping platforms.
New Salesforce data shows artificial intelligence and agents drove about 20% of retail sales this past holiday season, highlighting growing demand for more information and reassurance before shoppers hit "buy."
The initiative, announced at the National Retail Federation's annual conference in New York on Sunday, centers on the Universal Commerce Protocol (UCP), co-developed by Google with industry leaders including Shopify, Etsy, Wayfair, Walmart and Target.
More than 20 retailers, platforms and payment companies endorse the protocol, including Home Depot, Best Buy, Macy's, Mastercard and Visa.
The new standard is designed to help AI tools move shoppers from "I'm interested" to "I've bought it" without forcing them to jump between apps, websites or checkout systems.
Google says UCP will soon power shopping inside AI Mode in Search and the Gemini app, letting people buy without leaving the conversation.
Similar setups are planned with other AI tools, including Microsoft's Copilot.
This is part of a broader push toward what companies call agentic commerce — where AI doesn't just suggest products, but actually helps complete the task of checking out.
Retailers say checkout is the most fragile part of shopping because stores have different rules for payments, returns, loyalty points and delivery — the kind of friction that often causes shoppers to abandon carts.
"Roadblocks are costing retailers a lot of money, because billions of dollars are left in carts every year," Vidhya Srinivasan, Google vice president and general manager of ads and commerce, said during a media briefing.
A ChannelEngine study of 4,500 shoppers found that only 17% feel comfortable letting AI complete a purchase, even as many consumers already use AI to research products.
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Offshore
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App Economy Insights
$GOOG Gemini gets new shopping capabilities through partnerships including Walmart $WMT, Shopify $SHOP, Wayfair $W.
• Instant checkout.
• Various payment providers supported
• US first with expansion later this year. https://t.co/cTNjG8PYrp
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$GOOG Gemini gets new shopping capabilities through partnerships including Walmart $WMT, Shopify $SHOP, Wayfair $W.
• Instant checkout.
• Various payment providers supported
• US first with expansion later this year. https://t.co/cTNjG8PYrp
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Offshore
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God of Prompt
Marketing Copy Prompt Planner for Bold Campaigns.
I use it to elevate my campaign copy.
• Tailored ad prompts
• Engaging social posts
• Boost your results
🔗 Click below to read more:
https://t.co/nIA7TK6Lif https://t.co/pFkUhg4434
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Marketing Copy Prompt Planner for Bold Campaigns.
I use it to elevate my campaign copy.
• Tailored ad prompts
• Engaging social posts
• Boost your results
🔗 Click below to read more:
https://t.co/nIA7TK6Lif https://t.co/pFkUhg4434
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Offshore
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Offshore
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Illiquid
The subcontractor that built the Singapore fab is $1416.hk, a negative EV company that is the preferred subcontractor of all the Japanese (and some Chinese) contractors building fabs and data centers in Singapore.
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The subcontractor that built the Singapore fab is $1416.hk, a negative EV company that is the preferred subcontractor of all the Japanese (and some Chinese) contractors building fabs and data centers in Singapore.
🤔 While #TSMC’s freshly released 4Q25 sales jumped over 20% YoY, the foundry is reportedly fast-tracking global capacity reshuffles, with mature-node output and tools potentially shifting to affiliate VIS’s Singapore fabs.💡More: https://t.co/JDXekvQfMS 🔗 https://t.co/mTI7RhiRgz tweet
Offshore
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Moon Dev
zoom replay
wow that live was absolutely insane
we covered a ton and built some powerful things together
you can still get the full replay from today plus yesterdays session
get the replay here https://t.co/JbJdIbVuzB
moondev
tweet
zoom replay
wow that live was absolutely insane
we covered a ton and built some powerful things together
you can still get the full replay from today plus yesterdays session
get the replay here https://t.co/JbJdIbVuzB
moondev
tweet
Offshore
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Illiquid
Massively schizo stock that people have been making 20% on every time it trades below HK$ 1.85 https://t.co/Wuohm86KLL
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Massively schizo stock that people have been making 20% on every time it trades below HK$ 1.85 https://t.co/Wuohm86KLL
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Illiquid
$9998.hk announced its $96m contract win to the market last Friday. They actually bother to announce these wins, pay for PR in the national broadsheet, and pay a decent (if still conservative) dividend.
https://t.co/4nG3OhmItr
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$9998.hk announced its $96m contract win to the market last Friday. They actually bother to announce these wins, pay for PR in the national broadsheet, and pay a decent (if still conservative) dividend.
https://t.co/4nG3OhmItr
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Offshore
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Illiquid
Alot of attention on $acmr but the American subsystem companies have been no slouch either. $uctt $ichr $mksi https://t.co/HfuQ39rcc6
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Alot of attention on $acmr but the American subsystem companies have been no slouch either. $uctt $ichr $mksi https://t.co/HfuQ39rcc6
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