Meta's Muse agent can now shop for you and check out on your behalf, but the company that quietly captured the transaction layer is not Meta. Here is why that detail is moving one stock sharply higher while leaving Amazon almost completely untouched.

Shares of Shopify ( SHOP +7.69%) charged sharply higher on Wednesday, surging as much as 8.9%. As of 11:59 a.m. ET, the stock was still up 7.3%. The catalyst that sent the e-commerce platform provider higher was its decision to embrace artificial intelligence (AI) agent shopping.

Amazon is bringing ‘Buy with Prime’ capabilities to Shopify merchants via a new app integration. Buy with Prime was designed to give Prime members fast, free delivery and easy returns through Amazon’s fulfillment network and ultimately help brands ...

While Amazon is shutting out Meta’s Muse, Shopify is partnering on payment technology with the buzzy AI assistant.