Shopify sign on their branch office building in Toronto.

Shopify branch office building in Toronto.

Shopify and Etsy pop as OpenAI brings instant checkout to ChatGPT

Shares of the e-commerce companies jumped after OpenAI said ChatGPT users can now turn searches into instant purchases.

9/29/25 2:42PM

Shopping just got a little more futuristic.

OpenAI said Monday that US ChatGPT Plus, Pro, and Free users can now buy directly from Etsy sellers without ever leaving the chat. OpenAI said the feature would soon be available from over a million Shopify merchants as well. Shares of Etsy surged 13%, while Shopify climbed 6%.

The feature runs on OpenAI’s new Agentic Commerce Protocol, which was codeveloped with fintech firm Stripe and is designed to let AI agents, shoppers, and businesses coordinate purchases securely.

How it works: users can prompt ChatGPT with requests like “best running shoes under $100” and the bot will surface organic product results. If the seller has Instant Checkout enabled, shoppers can make a single-product purchase by tapping “buy” and completing the order right inside ChatGPT.

Results aren’t sponsored, though merchants do pay a small fee per transaction. Currently, the feature only supports single-item purchases.

For sellers, it’s a chance to reach millions of ChatGPT users and will soon include popular brands like Glossier, SKIMS, and Spanx. For shoppers, it’s a seemingly frictionless buying experience and another step in OpenAI’s push to make ChatGPT more than a Q&A tool.

Etsy and Shopify shares are both up about 38% year to date.

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As streaming prices climb, ad-free subscribers are becoming a rarity.

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BLOOD

MONEY

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Discount stores are having a moment in America, drawing high- and low-income consumers alike

Everyone loves a deal in 2025 — and Aldi, Walmart, and Dollar Tree are all cashing in.

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Report: OpenAI won’t pay a dime in cash for its 3-year licensing deal for Disney IP

More financial details behind the landmark deal that will grant OpenAI three years of access to Disney intellectual property are coming out, and they’re pretty surprising.

The deal will reportedly see OpenAI pay zero dollars in licensing fees, instead compensating Disney in stock warrants. It was previously reported that Disney would invest $1 billion into OpenAI as part of the agreement.

It’s very abnormal for Disney to grant anyone access to its massive IP library without a cash payment, and the entertainment juggernaut has been known to strike down even crocheted Etsy Yodas for infringing on its turf. In its fiscal year 2025, Disney booked more than $10 billion in revenue from licensing fees across merchandising, television, and theatrical distribution.

OpenAI Deal to License Disney Characters Is Entirely in Stock

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Ford says it will take $19.5 billion in charges in a massive EV write-down

The EV business has marked a long stretch of losing for Ford, and today the automaker announced it will take $19.5 billion in charges tied, for the most part, to its EV division.

Ford said it’s launching a battery energy storage business, leveraging battery plants in Kentucky and Michigan to “provide solutions for energy infrastructure and growing data center demand.”

According to Ford, the changes will drive Ford’s electrified division to profitability by 2029. The company will stop making its electric F-150, the Lightning, and instead shift to an “extended-range electric vehicle” that includes a gas-powered generator.

The Detroit automaker also raised its adjusted earnings before interest and taxes outlook to “about $7 billion” from a range of $6 billion to $6.5 billion.

Ford’s write-down is one of the largest taken by a company as legacy automakers scale back on EVs, giving EV-only automakers a market share boost.