Etsy said it will no longer allow merchants to sell AI-generated recipes and patterns, such as crochet or sewing patterns sold as digital downloads, as part of firmer rules on AI, citing concerns that AI is eroding buyer and seller trust. Sellers must show an actual item made from the instructions rather than an AI-generated or simulated result, and include at least one unedited photo of the real item. Etsy is also barring bot-generated listings with no human involvement. AI-generated art remains allowed if sellers play a clear role and are transparent about the process, but they must disclose AI use and cannot present such work as handmade.
Summary written by Upside AI from the original article. Read the source for full details.
Keywords
artificial intelligenceregulationEtsye-commerce
Open a keyword to see other news on the same topic.
Related news
- Shopify Down 3% as ATB Cormark Downgrades the Stock After a 56% Three-Month Run
Shopify shares fell 3% after ATB Cormark downgraded the stock to Sector Perform from Outperform with a C$234 price target, following a 56% gain over three months. The rally was fueled by AI shopping partnerships with OpenAI, Google, Microsoft and Meta, and the stock jumped 33% in a month on Meta's Muse deal. In Q2 2026, AI-driven traffic and orders to Shopify stores tripled year over year, and gross merchandise volume rose 32% to about $116 billion. Analysts expect EPS to climb from $1.43 in fiscal 2025 to $3.32 by fiscal 2028, but the author argues the price already reflects much of that growth, at about 83x forward earnings before the drop and about 80x after. The next test is Shopify's third-quarter report in early November.
- Shopify Jumps 56% in 3 Months: Should You Still Buy the Stock?
Shopify (SHOP) shares rose 55.6% over the past three months, ahead of the 4.9% return of the broader Zacks Computer and Technology sector. The article credits the gain to accelerating e-commerce growth, expanding AI capabilities, rising payments penetration and improving profitability. It says AI-driven traffic and orders to Shopify stores tripled year over year in Q2 2026, and its Catalog covers more than one billion products. Merchant Solutions revenue rose 37% to $2.78 billion, Shopify Payments penetration reached 68% of global GMV, and GMV grew 32% to about $116 billion, its fifth straight quarter of growth above 30%. Over the same three months, competitors Wix, Commerce.com and Amazon returned 61.3%, 39% and 12.3%, respectively.
- Meta’s Muse Hits Over 10M Users Since Launch: Zuckerberg Says Company Gearing Up To Serve 1B People
Meta's Muse AI agent has over 10 million users in the U.S. and Canada since its September 8 launch, CEO Mark Zuckerberg said on the third-quarter earnings call. The company is building compute capacity to serve more than 1 billion people over the next few years, with about 25% of users engaging daily and early adopters showing better retention over time. Muse is mostly used for shopping, with more than a quarter of users averaging purchases over $200. Meta aims to cut compute costs by more than 10x within the next year to make the product profitable, and plans a freemium model with commerce fees from businesses and paid subscriptions for advanced models. META stock has gained more than 7% year-to-date, and retail sentiment on Stocktwits improved from neutral to bullish over the past 24 hours.
- 1 Magnificent Stock I Plan to Buy on the Dip if the Stock Market Crashes
The author places Sea Limited (NYSE: SE) at the top of their watchlist and says they plan to buy on a dip if the broader market corrects. Sea operates Shopee, the largest e-commerce platform in Southeast Asia, along with the Monee digital financial services business and the Garena game studio. In Q2 2026, Sea's revenue rose 48.1% to $7.8 billion and adjusted EBITDA reached $917.2 million, up 10.6%, while Monee's outstanding loans grew 62.5% to $11.1 billion. The stock is down 25% this year and trades at a price-to-sales ratio of 2.1, versus a three-year average of 3.3 and 6.4 for the Nasdaq-100, with $10.3 billion in cash against $1.2 billion of debt. The author cites rising interest rates and AI-sector jitters as risks that could push the stock lower.
- Elon Musk wants to start an Amazon competitor after Grok bot users say the company blocked them from placing orders
Musk and Bezos, the world's two richest people with fortunes of over $900 billion and a little under $400 billion, could compete directly in e-commerce. On October 15, a post on X claimed Amazon is blocking xAI's Grok bots from ordering, and Musk replied that maybe a competitor to Amazon should be started; the article notes it is unclear whether he was serious. According to the report, Amazon has also blocked several other AI agents, including Meta's Muse. Y Combinator co-founder Paul Graham argued this is an opening for a startup to compete with Amazon, since people will want AI agents to buy things for them and won't want to use an Amazon-supplied one. Representatives for Musk and Amazon did not respond to requests for comment.
- Musk floats Amazon rival as AI shopping battle comes into focus
Elon Musk floated the idea of starting a competitor to Amazon on X, responding to a post claiming Amazon was blocking Grok bots from placing orders on its platform. He gave no details or concrete plans. The remarks come as AI firms explore agents that buy goods for users, and Amazon has also blocked Meta's Muse AI shopping agent. Amazon shares fell 1.7% amid a broader tech selloff, which the article says was not an apparent reaction to Musk's comments, while building a rival would also require merchants, fulfillment and changed consumer habits.
Related markets
Latest news
- Marvell Wants Lumentum. Here’s Why Coherent Could Win.
Bloomberg reported on October 28 that Marvell is in advanced discussions to acquire Lumentum, though no definitive agreement has been announced. Lumentum shares rose sharply on the news while Marvell fell in after-hours trading, and Coherent gained about 3.5% after hours. Per Bloomberg’s October 9 report, Lumentum’s optical capacity is effectively sold out through early 2029, and CEO Michael Hurlston said the company could not meet about 70% of expected demand for certain products through 2027. The article argues that a Marvell–Lumentum deal could make Coherent’s independent manufacturing more valuable, especially since Nvidia has invested $2 billion in Coherent.
- Google Cloud Revenue Just Grew 103%, so Why Is the Stock Falling?
Alphabet reported third-quarter results after the market close on Wednesday. Revenue rose 25% to $127.6 billion, below analyst estimates of $127.9 billion, while diluted EPS of $2.12 fell 26% against expectations of $3.01. Operating income climbed 30% to $40.6 billion. Google Cloud revenue soared 103% to $30.7 billion, with an operating margin of 36.2%, and CEO Sundar Pichai cited huge demand for AI infrastructure. The EPS decline mainly reflected an $8.2 billion loss on equity investments, including SpaceX, compared with gains of nearly $12.8 billion a year earlier. Alphabet expects capex of about $200 billion in 2026 and $300 billion in 2027, leaving free cash flow at -$9.1 billion, and the stock fell as much as 11% after hours.
- 2 Millionaire-Maker Custom Silicon Stocks Powering the AI Infrastructure Supercycle
The article profiles Broadcom and Taiwan Semiconductor Manufacturing (TSMC) as leading custom-silicon players. Broadcom, which partners with Alphabet on TPUs and counts Meta, OpenAI, and Anthropic among its ASIC customers, reported third-quarter AI semiconductor revenue up 221% to $16.7 billion and net income up roughly 216% to $13.1 billion. It expects fourth-quarter AI revenue to rise 236% to $21.7 billion, and the stock trades at about 28 times expected earnings this year. TSMC manufactures chips designed by its customers and, according to many estimates, controls over 90% of the high-end AI chip market. Its stock has delivered a total return of roughly 4,720% over 15 years. The author notes that both stocks' valuations have been volatile amid AI bubble concerns, while their market positions remain strong.
- Bel Fuse (BELFA) Stock Sees Modest Fair Value Lift As Analysts Rework Targets
Bel Fuse's estimated fair value has moved from US$313 to US$326, in line with recent Street targets of US$326 to US$335. Northland raised its target to US$326, calling it another strong quarter with a better-than-expected Q3 sales outlook. JPMorgan kept an Overweight rating but cut its target twice, most recently from US$380 to US$330 in October 2026, a more cautious stance on how current risks and execution uncertainties may cap valuation. Model assumptions were also updated: revenue growth from 11.53% to 11.94%, net profit margin from 20.57% to 20.35%, future P/E from 33.59x to 34.87x, and discount rate from 8.82% to 8.70%.
- 3 Founder Led Stocks With At Least 22% Earnings Growth
The article looks at three founder-led businesses as AI spending draws scrutiny after Alphabet reported negative free cash flow of US$9.07 billion and raised its AI infrastructure capex guidance. Sansan, a Japanese SaaS group founded by Chika Terada, generates about ¥48.9 billion from its Sansan and Bill One segment, with a market value near ¥273.9 billion. Spotify Technology, where Daniel Ek still shapes the long-term vision, earns about €18.8 billion in revenue, mostly from Premium subscriptions, and is valued near US$114.2 billion. China Medical System Holdings, controlled by Treasure Sea Limited, generates about CN¥7.3 billion from its Integrated Business and is valued near HK$24 billion. The article argues founder leadership may encourage more careful capital protection and highlights capital allocation and AI strategy as key questions for these companies.
- October 29: What to Read Before the Stock Market Opens
A roundup of domestic and international financial news from the past 24 hours. In Vietnam, Digiworld (DGW) reported third-quarter profit up 66% to VND 276 billion, though its shares still fell to the floor price, while Thế Giới Di Động (MWG) posted third-quarter net profit up 75% to nearly VND 3.1 trillion, and VIB reached nearly VND 7,600 billion in nine-month pre-tax profit, up 8%. Pi Group's PDCC repurchased VND 900 billion of bonds before maturity, spending nearly VND 996.3 billion. Globally, Beijing is urgently seeking to support its weakening stock market amid an AI sell-off, while the US pending home sales index fell 7.3% to 66.0 points in September 2026, its lowest since 2001.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.