Ecommerce

  Today is Saturday, May 2, 2026, and the news cycle dropped a stack of stories that every operator needs to read this morning. The Pentagon publicly blacklisted one of the biggest AI labs in the country and signed classified-network deals with seven other tech firms. TikTok Shop quietly rewrote its seller rulebook, with the

  Three of the biggest stories of the year all dropped in the last twenty-four hours. Amazon posted the fastest AWS growth rate in fifteen quarters and pushed quarterly capex to forty-four point two billion dollars. Meta lifted its full-year AI capital expenditure guidance to a range of one hundred twenty-five to one hundred forty-five

  April 29 is one of the busiest earnings days of the year for ecommerce operators. Etsy reports Q1 2026 premarket. eBay and Amazon both report after the close. Walmart Marketplace just disclosed roughly twenty percent year over year growth and a brand new partnership pipelining about 1,200 Shopify small business sellers onto its platform

  Tomorrow morning, two of the biggest ecommerce platforms in the world report Q1 earnings on the same day. Amazon and Etsy will both walk investors through their first quarter of twenty twenty-six, and the operator-side stories underneath those calls are even more interesting than the headline numbers. Etsy quietly banned animal fur with no