Shopify Jumps as Meta’s Muse Adds Shop Pay Checkout

Shopify shares rose about 7% to $148.01 in Tuesday morning trading after Meta’s Muse AI agent gained a way to complete purchases through Shop Pay. Meta shares slipped 0.53% to $737.30, while Amazon was little changed, up 0.58% at $256.95.

The partnership, announced Monday, lets Muse browse Shopify-powered stores and check out on a user’s behalf. Shop Pay stores payment and delivery details for faster checkout.

For Shopify, the deal puts its payment service in the path between an AI assistant and participating merchants. Muse can help shoppers find products, while Shopify provides the checkout infrastructure.

That may give Shopify access to sales started inside an AI app, rather than on a merchant’s own website. But neither company disclosed financial terms or a rollout timetable, leaving the potential sales impact unknown.

Meta’s small decline came as investors weighed the value of adding checkout against relying on a partner’s payment system. The integration could help Muse offer a simpler buying experience, but there is no disclosed breakdown of how transaction revenue will be shared.

Amazon has taken a different approach. The company blocked Muse from shopping on Amazon.com, saying the agent’s access violated its terms, according to Axios and TechCrunch.

The contrast puts the companies on different sides of a developing contest: whether AI agents should shop across retailers or stay within a company’s own platform. Shopify is opening its checkout to Muse; Amazon is keeping the agent out.

Investors will look for signs that shoppers actually use Muse to buy from Shopify merchants. The partnership announcement gave Shopify a clear market catalyst, but adoption and the resulting sales remain unproven.