ServiceNow Raises 2026 Subscription Revenue Midpoint on AI Partnerships

Shopify shares surged as much as 8.9% on Wednesday after the e-commerce platform announced a partnership with Meta Platforms to let Meta's Muse AI agent complete purchases on Shopify stores. As of 11:59 a.m. ET, the stock was still up 7.3%. Under the deal, Muse will be able to complete transactions on behalf of its users through Shop Pay across all Shopify stores, a move CEO Tobi Lütke announced in a post on X. The partnership contrasts with Amazon's decision to block Muse from accessing its platform, saying continued access by an unauthorized AI agent violates Amazon's Conditions of Use. Meta's Muse personal AI agent, released earlier this month, drew 730,000 downloads in its first five days after debuting on Sept. 8, according to Sensor Tower data cited by CNBC, and has climbed to the top of Apple's App Store free app charts.

Ascent Cloud announced the launch of Shepherd, a new AI SaaS solution for field sales teams that works with all major CRMs and is built for mobile and offline use. Shepherd includes all the features thousands of field teams love about Geopointe plus a dedicated mobile app, offline mode, real-time collaboration, live location updates, and more, and it works with CRMs and Data Lakes including Salesforce, Microsoft Dynamics, HubSpot, ServiceNow, Snowflake, Databricks, BigQuery, and SQL Server. CEO David Leinweber said Shepherd addresses field teams' most common pain points, including the need for a modern mobile experience, offline mode, real-time collaboration, automation based on live location, and real-time data from any system of record, and he noted significant cost savings for teams that consolidate their field solutions regardless of tech stack. Shepherd is available in Beta for approved customers today and will be generally available for all customers on Monday, November 2, 2026. Interested parties should consult the Ascent Cloud website or email sales@ascentcloud.io.

Meta Platforms' Muse AI agent can now browse Shopify-powered stores and complete purchases through Shop Pay, sending Shopify shares up 7% to $148.01 in early Tuesday trading while Meta slipped 0.53% to $737.30. The two companies announced the integration Monday, built on Shopify's one-tap checkout service that retains a shopper's payment and delivery details, though neither disclosed financial terms, a revenue split, or a rollout timetable. Meta CEO Mark Zuckerberg said on X that the partnership makes shopping and checkout easier in Muse and promised more such deals, while Shopify CEO Tobias Lutke called it an easy and delightful way to shop and check out. Deutsche Bank analysts characterized the deal as another sign that prominent artificial intelligence platforms are choosing to work inside Shopify's commerce infrastructure. Amazon, meanwhile, moved to block Muse from completing purchases on its own site, warning that access by an unauthorized agent violates its conditions of use, and its shares were up 0.58% at $256.95, effectively absent from the rally.