By Simply Wall St
Publication Date: 2025-12-05 07:11:00
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Ashley and Newegg recently announced fully transactional shopping experiences inside AI answer engines like Perplexity, using PayPal to support seamless checkout from search through payment within conversational interfaces.
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These launches highlight how PayPal is embedding its payment rails directly into AI-driven shopping journeys, potentially reshaping how merchants connect with customers inside emerging agentic commerce platforms.
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Now we’ll examine how PayPal’s deeper integration into AI-powered shopping, especially via Perplexity, could influence its broader investment narrative.
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To own PayPal today, you need to believe it can evolve from a pure payments processor into a higher margin commerce platform, while managing slowing branded checkout growth and intense competition. The Ashley and Newegg Perplexity integrations support the near term AI commerce catalyst but do not materially change the key risk around moderating branded checkout momentum and overall transaction growth in the short run.
Among recent announcements, PayPal’s deepening AI integrations via OpenAI’s Agentic Protocol stand out as most relevant. These partnerships underpin the same thesis as the Ashley and Newegg launches: embedding PayPal inside AI driven shopping could reinforce its transition toward an end to end…
