Shopify reported a strong Q2 2026 with 34% revenue growth and 18% free cash flow margin, fueled by a 32% increase in Gross Merchandise Volume (GMV) to $115.6 billion. The company highlighted broad growth across merchant sizes and geographies, supported by AI advancements expanding business capabilities. Shopify expects continued growth in Q3 2026 with revenue rising in the low-thirties percentage range and free cash flow margin in the high teens to low twenties. This performance underscores Shopify's financial discipline and operational leverage in scaling its commerce platform globally.
Shopify revealed that its use of agentic artificial intelligence in search functions has increased conversion rates by approximately 80%. This AI technology helps shoppers find products more directly, leading to faster and more efficient purchases. S...
In Q2 2026, Baron Global Opportunity Fund's Institutional Shares gained 26.7%, significantly outperforming the MSCI ACWI Index's 14.9% rise. The fund initiated five new positions including Alphabet and Samsung Electronics, and increased holdings in s...
