1445 ET - Shopify shouldn't feel any financial hiccups from OpenAI's stepback from commerce, says Oppenheimer's Ken Wong. In a report, the analyst says even after OpenAI backed away from enabling native, in-app checkout inside ChatGPT, investors shouldn't expect "any financial headwinds." He says that management remains committed to supporting multiple artificial intelligence partners and continues to view agentic commerce as a long-term opportunity. While it does highlight the difficulties of AI checkout as it currently is, Wong says that the move doesn't "diminish significance of agentic commerce." (adriano.marchese@wsj.com)

(END) Dow Jones Newswires

March 18, 2026 14:45 ET (18:45 GMT)

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