AI AGENTS AND E-COMMERCE: THE AGE OF AGENTIC COMMERCE

Artificial Intelligence is beginning to shift from recommendation to action, entering a new phase known as agentic commerce.

In this system, AI autonomously makes purchases on behalf of consumers.

According to Bank of America, this technological shift could unlock up to $1 trillion in U.S. retail revenues by 2030, transforming how consumers, merchants, and payment networks interact.

A user might simply tell an AI assistant to “find running shoes under $100,” and the agent would select, purchase, and confirm delivery—all within seconds.

Among the companies leading this revolution:
• PayPal will launch by 2026 the option to pay directly through its wallet integrated into ChatGPT.
• Visa has developed a protocol to validate and authorize AI agents to make purchases.
• Mastercard is building a system that allows AI to securely complete transactions with built-in fraud detection in collaboration with major tech companies.
• Walmart already enables AI-driven shopping through ChatGPT, while Amazon has introduced its “Buy for Me” automated shopping function.

Notably, Mastercard processed its first agentic transaction, marking a major milestone in automated commerce.

This new commerce paradigm could minimize the role of traditional marketing, making product discovery increasingly dependent on AI-readable structured data rather than keyword searches.

META KEEPS MOVING

Meta Platforms announced on Friday an unprecedented investment of $600 billion in infrastructure and jobs across the United States over the next three years, focusing on building AI data centers as the company accelerates its artificial intelligence roadmap.

The social media giant has intensified its focus on AI, setting a bold goal of achieving superintelligence—a theoretical milestone where machines surpass human intelligence.

Report 10 /11/2025

Meta has already committed hundreds of billions of dollars to build multiple large-scale AI data centers and plans to increase spending to meet rising computational demands.

THE NEW AUTOMOTIVE ERA: AUTONOMOUS VEHICLES

Tesla could deploy up to 1,500 robotaxis by the end of 2025, according to Deutsche Bank, based on recent statements from Elon Musk.

The large-scale rollout is expected to focus on two key regions: the San Francisco Bay Area and Austin, Texas.

Currently, Tesla operates between 150 and 200 autonomous vehicles, meaning this plan represents a massive expansion within months.

Deutsche Bank projects that Tesla’s fleet could grow to over 2,500 robotaxis by mid-2026 as the company expands into Las Vegas, Phoenix, and Miami.

This marks a defining step in the evolution of mobility and a potential catalyst for long-term valuation growth in the EV and automation sectors.

A NEVER-ENDING GOVERNMENT SHUTDOWN

U.S. consumer confidence has fallen for the fourth consecutive month, reflecting widespread pessimism among households amid a complex economic environment.

The University of Michigan’s Consumer Sentiment Index reached 53.3 points in November, slightly above the forecast of 53.0, but still continuing a sustained downward trend.

This ongoing decline highlights weakening labor market momentum and growing concerns over the federal government’s partial shutdown, which has lasted over a month, generating significant economic uncertainty.

The shutdown—caused by a budget impasse between Congress and the Trump Administration—has led to multiple consequences:
• Reduced social benefits for low-income families
• Unpaid leave for federal workers
• Disruptions in public services
• Flight delays across major airports

This situation has amplified fears regarding economic stability and future growth prospects among American consumers.

TECH STOCKS SLIDE IN NOVEMBER

In November 2025, major tech companies such as Nvidia, Apple, and Microsoft experienced notable price corrections but remain attractive long-term accumulation opportunities for investors.

Report 10 /11/2025

• Nvidia dropped more than 11% from its late-October all-time high, erasing nearly $580 billion in market capitalization. However, the company remains a global leader in GPU production for AI and data centers, maintaining strong growth projections and long-term upside potential.
• Microsoft is enduring its worst losing streak since 2011, with an 8.6% cumulative drop in just eight days, wiping out about $350 billion in market value. Still, its strong position in cloud computing and significant AI investments could support a rebound.
• Apple, on the other hand, has shown greater resilience, serving as a defensive asset within the tech sector. Its shares even rose slightly during the same week that other tech giants declined, reflecting investor confidence in its stability and brand strength.

In Summary

From AI-driven shopping and massive infrastructure investments to autonomous vehicles and volatile tech markets, the financial landscape is shifting rapidly.

Each development highlights both disruption and opportunity—especially for traders and investors who stay informed and adapt to these accelerating trends.

At FXLiveCapital360, we continue to analyze, contextualize, and humanize the news that moves global markets.