The article argues that Shopify and Dexcom could benefit from AI over the long term. Shopify reported second-quarter revenue of $3.6 billion, up 34% year over year, and net income excluding the impact of equity investments rose 30% to $439 million; the company said its AI tools helped drive traffic, product discovery and conversion rates, though agent-driven commerce still accounts for a small share of gross merchandise volume. Dexcom, a continuous glucose monitoring (CGM) device maker, is integrating AI tools that analyze data, provide personalized health insights and show how diet and sleep affect blood glucose. Citing Abbott, the article notes that 70 million to 80 million of the half-billion people with diabetes worldwide could benefit from CGM, while current penetration is only about 10-12 million people. The author believes AI could improve both companies' revenue and earnings over the long run.
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