According to @CNBC, Morning Squawk highlights Apple’s AI leadership focus, Costco’s tariff lawsuit, and a Cyber Monday outage at Shopify (source: CNBC). The companies cited by the source are Apple (ticker: AAPL), Costco (ticker: COST), and Shopify (ticker: SHOP) (source: CNBC). The post does not mention cryptocurrency assets or detail crypto-market impacts (source: CNBC).

According to @StockMKTNewz, Shopify (SHOP) said its merchants generated a record $14.6 billion in Black Friday–Cyber Monday sales, up 27% year over year, source: Shopify company update. Shopify characterizes these holiday results as gross merchandise value processed across its merchant base, a key operating volume metric for investors tracking platform scale, source: Shopify 2024 Form 10-K. Merchant Solutions revenue, including Shopify Payments, is primarily driven by GMV and gross payments volume, making this BFCM print a direct read-through for Q4 operating trends, source: Shopify 2024 Form 10-K. For crypto linkage, Shopify enables crypto checkout via integrations such as Coinbase Commerce and BitPay, supporting assets like BTC and ETH for participating merchants, source: Coinbase Commerce documentation and BitPay Shopify integration guide. Traders should watch SHOP premarket reaction and any commerce-volume updates from crypto payment processors to gauge potential spillover into BTC/ETH payment activity on supported storefronts, source: Coinbase Commerce merchant resources and BitPay data pages.

According to @CNBC, Shopify (SHOP) has surged in 2025 and the outlet highlights whether AI developments can extend the stock’s momentum, framing AI as a key potential catalyst for traders to monitor (Source: CNBC). Shopify has already deployed AI features such as Shopify Magic and the Sidekick assistant to help merchants generate content and manage stores, outlining concrete AI product pillars that can influence investor expectations around product updates and adoption (Source: Shopify). Shopify also supports crypto payments via integrations including Coinbase Commerce and BitPay, maintaining a direct bridge between the platform’s e-commerce activity and crypto payment rails that crypto-focused traders track (Source: Shopify; Coinbase Commerce).

According to @StockMarketNerd, Shopify (ticker: SHOP) is launching a new integration with OpenAI that adds merchant product catalogs and native checkout, source: @StockMarketNerd on X, Sep 29, 2025. The post specifically highlights “New $SHOP & OpenAI integration” and that “Merchant product catalogs & native checkout” are being added, source: @StockMarketNerd on X, Sep 29, 2025. The post does not include additional technical specifics, rollout timing, or financial details, source: @StockMarketNerd on X, Sep 29, 2025.