Browsing: AIReferred

AI-referred shoppers on Shopify convert at nearly 50% higher rates and carry 14% higher average order values than organic search. Here’s what the early data says about how AI is reshaping commerce—and why the window to act is right now.

Traffic from artificial intelligence (AI) sources to U.S. ecommerce websites more than doubled year over year in May 2026, according to data from Adobe Analytics.

The bear case on Shopify (NASDAQ: SHOP) over the past year has been simple. If artificial intelligence (AI) agents start doing the shopping, they could come between merchants and their customers, cutting the e-commerce platform behind those merchants’ storefronts out of the transaction. Coming into this week’s report, shares sat about 32% below their 52-week…