Wall Street Breakfast AI becomes a major e-commerce player
6 snips
Nov 10, 2025 In October, AI shopping referrals skyrocketed by 1,200%, significantly boosting e-commerce conversion rates. Mobile purchases accounted for over half of total sales, while buy-now-pay-later options surged. Holiday decor and DIY products saw impressive gains, with some categories up by over 130%. Meanwhile, health insurers faced pressure following controversial comments from Trump, and Elon Musk proposed a unique idea for monetizing parked Teslas for AI workloads. The race to integrate AI continues to transform retail and automotive industries.
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AI Referrals Drive Real Purchases
- Adobe found AI-driven referrals rose 1,200% in October and converted better.
- AI visitors were 16% more likely to buy and had 31% lower bounce rates, boosting e-commerce value.
Mobile And BNPL Fuel Holiday Spending
- Mobile made up 51.4% of online purchases and BNPL rose to $7.1 billion in October.
- Holiday decor and DIY categories saw the biggest online sales spikes, signaling retailer winners.
Trump Comment Hits Health Insurer Stocks
- Kim Kahn cited Trump saying federal funding should bypass insurance companies, sparking insurer selloffs.
- Stocks including Centene, Oscar Health, Elevance, and Molina slumped on the comment.