MSN: Shopify Stock Is Now An AI Play, But Google May Pose A Threat Shopify Stock Is Now An AI Play, But Google May Pose A Threat 24/7 Wall St. on MSN: ServiceNow vs Shopify: Which is the better short candidate right now? Quick Read Based on valuation, earnings, and price, Shopify (SHOP) carries a more compelling short thesis right now than ServiceNow (NOW).

Understanding the Context

Shopify faces headwinds from tariff exposure and consumer ... We literally just finalized our migration and launch with Shopify in two brick and mortar stores last week, utilizing POS Go devices as our primary hardware. We need 2 more devices, went to order them - and couldn’t find them on the hardware store. Chatting with tech support - and they’re saying that they’ll no longer be distributing the POS Go devices in the United States.

Key Insights

What!? We ...