SHOPIFY $SHOP UP ~4.3% AFTER CEO TOBI LÜTKE ANNOUNCED AN AGENTIC CHECKOUT PARTNERSHIP WITH META'S $META MUSE Shop Pay will be enabled for Muse on every Shopify store, so shoppers can find and buy through the agent without leaving it. Lütke: "We are excited to announce we are partnering deeply with Muse to enable agentic checkout with Shop Pay on all Shopify stores."

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Shopify President @harleyf says small businesses are benefiting the most from agentic commerce. "The merchants that seem to be benefiting the most from agentic commerce are not the big-box stores. It is the long tail of these specialized independent businesses." "On agentic alone, AI-driven traffic to Shopify stores was up 3x, orders were up 3x, and conversion from our Shopify catalog was 2x more than general AI scraping." "The volume in agentic commerce is small relative to the $116B [in Q2 merchant sales], but the trend and growth is real."