Yazılar

Google and Sea Partner on AI Tools

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Google and Sea Ltd have formed a strategic partnership to develop artificial intelligence solutions for e-commerce and gaming platforms.

The collaboration will explore the creation of an AI-driven shopping assistant prototype for Shopee, aimed at enhancing user experience and streamlining online purchasing.

The initiative reflects broader industry efforts to move AI applications beyond simple interactions toward more complex, task-oriented capabilities.

Shopee remains a leading e-commerce platform in Southeast Asia, and the partnership is expected to support innovation across its digital ecosystem.

In addition to e-commerce, AI tools will be applied within Sea’s gaming division to improve development workflows and operational efficiency.

The agreement builds on previous collaborations between the companies in the region’s digital market.

DoorDash Shares Rise on Strong Outlook

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DoorDash shares climbed after the company issued a strong forecast for first-quarter marketplace order value, signaling continued growth in delivery demand.

The company expects gross order value to reach between $31 billion and $31.8 billion for the current quarter, surpassing market expectations.

Rising demand for online grocery and retail delivery has supported expansion beyond traditional restaurant services. DoorDash reported a significant increase in total orders during the fourth quarter, reflecting sustained consumer interest in convenience-based shopping.

To support future growth, the company plans to overhaul its technology infrastructure in 2026, integrating multiple platforms under a unified system.

While these investments may impact short-term profitability, analysts suggest the strategy could strengthen long-term competitiveness in an increasingly crowded delivery market.

Etsy Shares Rise After Depop Sale

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Etsy shares climbed following the announcement that the company will sell its fashion resale platform Depop to eBay for nearly $1.2 billion.

The move is expected to help Etsy refocus on its core marketplace for handmade and vintage goods as it works toward improving profitability under new leadership.

Despite weaker quarterly performance and softer demand linked to cautious consumer spending, investors responded positively to the divestiture. Analysts noted that Depop had lower profitability compared to Etsy’s main platform, making the sale a strategic step to strengthen margins.

Etsy reported fourth-quarter revenue slightly below expectations, while gross merchandise sales on its primary marketplace declined marginally.

Looking ahead, the company projects modest growth in 2026, supported by marketing initiatives and operational adjustments.

The Depop transaction is expected to close in the second quarter of 2026.