Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns,
and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.
While most discussions on trade and tariffs center around manufacturing and merchandise, software and service providers can be just as vulnerable. According to analysts, e-commerce software vendors and platforms such as Shopify Inc (NASDAQ: SHOP), Bigcommerce Holdings Inc (NASDAQ: BIGC), and Lightspeed Commerce Inc (TSE: LSPD) are the 'most exposed.'
The SPDR S&P 500, which tracks the S&P 500, is facing heavy selling pressure in Wednesday's after-hours session following reciprocal tariffs from the Trump Administration.
Goldman Sachs analyst shares key takeaways from 2025 Shoptalk Conference, highlighting conversational and personalized eCommerce, critical video content, and the role of AI in improving brand experience.
Shares of e-commerce software platform Shopify (NYSE:SHOP) fell 5.6% in the morning session after the Bureau of Economic Analysis reported that the Fed's preferred inflation gauge (the Personal Consumption Expenditures (PCE) price index) revealed core inflation came in hotter than expected, fueling fear of stagflation (an economic situation of slow growth and rising prices). Core inflation excludes food and energy prices.
Shopify has had an impressive run over the past six months. While the S&P 500 has been flat, the stock has returned 28.8% and now trades at $104.01. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.
Shares of e-commerce software platform Shopify (NYSE:SHOP) fell 5.9% in the afternoon session after stocks pulled back (Nasdaq -1.5%, S&P 500 -1.2%) amid fresh concerns about trade tariffs. The pullback followed comments from President Trump clarifying the scope of his administration's 25% tariffs on Venezuela. He noted that it would apply to any country that does business with Venezuela. For example, 25% is on top of the already-in-place 20% tariff on China because China imports oil from Venezuela, which could translate to a 45% tariff on some Chinese goods. This announcement could significantly raise the operating costs for affected companies and institutions.
Shares of e-commerce software platform Shopify (NYSE:SHOP) jumped 5.9% in the afternoon session after stocks rebounded (Nasdaq +2.0%, S&P 500 +1.5%) following a report from The Wall Street Journal stating that the Trump administration's reciprocal tariffs, to be announced on April 2, 2025, would be more narrowly targeted. The market reaction indicated that investors took that as a sign the economic impact of the tariffs, particularly on inflation and growth, might not be as bad as they initially feared.
Information technology stocks were buzzing among retail traders on Stocktwits last week as investors weighed in on the growing demand for AI data centers and more.
Best performing large-cap stocks last week: Alnylam Pharma up 16%, Roku up 14%, Elbit Systems up 13%, Venture Global up 12%, Boeing up 11%. Are they in your portfolio?
