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Gap partners with Google Gemini to offer AI platform checkout

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Gap partners with Google Gemini to offer AI platform checkout
What Gap's Gemini AI partnership says about the future of retail

Gap is partnering with Google’s Gemini to allow shoppers to check out directly within the AI platform, making it the first major fashion company to work directly with the tech company to fuel agentic commerce, CNBC has learned exclusively. 

The partnership comes as more and more shoppers move away from traditional search and toward artificial intelligence platforms for product discovery, forcing retailers to rethink their approach to marketing to ensure they’re staying competitive and not missing out on customer demand. 

“It’s not just keyword search anymore, right? It’s conversations, and so we need to be relevant to that,” Gap’s chief technology officer, Sven Gerjets, told CNBC in an interview. “Is it, you know, ‘I’m trying to figure out what to do for a wedding, what are the things I should be looking at?’ Or, ‘I’ve got a job interview, are there some styles I should wear?’ All of those things we need to become relevant to.” 

When shoppers are hunting for a new pair of jeans or the perfect oversized hoodie on Gemini, and the platform thinks some of Gap’s products could be a fit, customers will be able to buy products from Gap’s house of brands directly within the platform without having to be redirected to the brand’s website.

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The information about the product that is surfaced to shoppers won’t be crawled from Gap’s website but will be details the retailer provided to Gemini in advance so it can control for accuracy, continue to collect customer data and have better control over the customer experience. 

If the shopper decides to buy the product, they’ll check out via Google Pay, and Gap will handle the shipping and any other logistics.

The retailer said it’s still testing the capabilities.

Gerjets said the company expects to deploy the service to customers “imminently.”

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Shoppers walk past a GAP fashion retail store on Oxford Street on October 30, 2025 in London, United Kingdom.

John Keeble | Getty Images News | Getty Images

In addition, a new AI-powered sizing tool dubbed Bold Metrics and built by Gap will help customers find the right size when shopping online and will also launch soon to shoppers.

Gap’s partnership with Gemini and its gains in customer-facing AI tools give it a competitive edge at a time when winning in specialty retail is harder than ever. The overall fashion market has been growing increasingly fragmented and more competitive. 

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As long as a retailer’s website has data that an AI platform can read, the company’s products will likely surface in chat results if the platform considers them a fit for a shopper’s inquiry, but there’s a lot of work that retailers need to do to ensure they’re showing up properly.

If a shopper is looking for a sundress on an AI platform, for example, and a company offers a relevant product, but the data isn’t readable by an LLM, the brand could miss out on the sale. 

Most major companies are using and implementing AI in a variety of ways, but so far, none of Gap’s primary competitors have announced similar partnerships with Gemini.

Gap’s approach to agentic commerce is a first iteration that’s expected to evolve over time, Gerjets said.

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For now, customers won’t be able to link loyalty accounts or spend points on the transaction, he said. That could create some friction for regular customers, but Gerjets said the option could be added down the line.

“We’ll continue to evolve the experience and bring the things forward that the customers want, so that is definitely the roadmap and the future,” said Gerjets. “It’s a very first experience in, I think, a journey that we’re all on to really nail what agentic commerce is for the customers.” 

Retail’s AI wars

Gap’s partnership with Gemini comes after OpenAI made similar deals with companies such as Walmart and Etsy only to walk back plans to offer checkout directly within the app.

While the number of people using AI platforms for product discovery is growing, it’s still a small portion of overall shoppers, and the number of customers who will feel comfortable checking out directly within LLMs remains unclear.

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Some shoppers may feel wary about putting their credit card information into the platform, while others may prefer to shop directly within a retailer’s app where their store credit card and loyalty points are stored. 

Given how long shoppers have been interacting with Google and the fact that it already has customer payment information stored within its system, some shoppers could feel more comfortable using Gemini for checkout versus newer AI platforms such as OpenAI’s ChatGPT. 

In some ways, Gemini’s platform is also more advanced. Google recently released new updates so real-time product data is available to users, preventing challenges such as out-of-stocks and pricing errors. Shoppers will also be able to add multiple items to their carts and connect loyalty memberships in some cases — two features OpenAI has yet to fully crack. 

Gerjets said OpenAI and Gemini also have two different protocols for agentic commerce. The “Universal Commerce Protocol,” which Gap is using on Gemini, was designed for merchants to have better control over the overall shopping experience, whereas OpenAI’s “Agentic Commerce Protocol” was designed more for discovery, Gerjets said. 

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“This space is moving so quickly … We’re all evolving and learning together, and who knows what the space will look like in five years, who will be crowned the victor, or how fragmented the space will be?” Gerjets said. “For us, it’s important that we work with all of them, because we really want to meet our customers where they want to be.”

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Trump and Xi are set to meet. Where do US-China tariffs stand?

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Trump and Xi are set to meet. Where do US-China tariffs stand?

The first US presidential visit to China in almost 10 years will test a fragile tariff truce.

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Why “Invisible Infrastructure” Is Becoming a Critical Business Risk in Electrification

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Why “Invisible Infrastructure” Is Becoming a Critical Business Risk in Electrification

Electrification is often discussed in terms of visible assets: electric vehicles, charging stations, and energy tariffs. For most organisations, these are the elements that shape investment decisions and public sustainability commitments.

However, as deployment scales, performance is increasingly determined by a less visible layer of infrastructure. This layer rarely features in board-level discussions, yet it directly influences operational reliability, cost predictability, and system resilience.

The emerging risk for businesses is not adoption of new technology, but underestimating the infrastructure required to make that technology consistently work at scale.

The shift from assets to systems

Traditional infrastructure thinking is asset-centric. A charger is installed, a vehicle is deployed, and performance is assumed to follow specification.

In practice, electrified systems behave differently. They operate as interconnected chains of components, where reliability is determined by the weakest link rather than the most advanced element.

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This shift from isolated assets to dependent systems introduces a structural challenge: small inconsistencies in supporting components can accumulate into measurable operational inefficiencies.

Where operational risk actually emerges

In early-stage deployments, infrastructure issues are often attributed to high-level components such as charging units or software platforms. These are visible, complex, and therefore assumed to be the primary source of variation.

However, in scaled environments, a different pattern emerges. Performance variability is frequently driven by lower-profile physical components within the system architecture.

These components are not typically monitored with the same intensity as primary assets, yet they operate under continuous load conditions that expose differences in quality, durability, and consistency.

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The result is not immediate failure, but gradual degradation in operational predictability.

Why small inefficiencies become structural at scale

At individual unit level, minor variations are often negligible. At fleet or multi-site level, they compound into system-wide inefficiencies.

Examples include:

  • reduced predictability in asset availability
  • increased buffering requirements in operational planning
  • higher sensitivity to peak demand periods
  • gradual erosion of utilisation efficiency across infrastructure networks

The key issue is not breakdown, but inconsistency. Systems designed around assumed uniform performance begin to drift when that assumption does not hold in practice.

The procurement blind spot

Most procurement frameworks remain optimised for upfront cost, specification compliance, and installation speed. These criteria are necessary but incomplete in electrified environments.

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What is often underweighted is lifecycle behaviour under sustained operational load.

This includes:

  • how components perform under continuous use
  • how degradation profiles differ across suppliers
  • how maintenance frequency evolves over time
  • how small variations scale into system-level inefficiencies

As a result, infrastructure decisions that appear rational at purchase stage can generate disproportionate operational costs over time.

The rise of quality differentiation in commodity infrastructure

As electrification matures, previously interchangeable components are becoming differentiated based on performance stability rather than basic compliance.

Manufacturing consistency, certification rigor, and material durability are increasingly relevant indicators of long-term system reliability.

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In this context, the importance of component-level engineering becomes more visible. For example, manufacturers such as Voldt® operate in a segment where emphasis is placed on reducing variability under sustained commercial load conditions, rather than simply meeting baseline specification requirements.

This reflects a broader market shift toward infrastructure-grade quality standards across the electrification ecosystem.

From electrification projects to infrastructure management

The strategic implication for businesses is a reframing of electrification itself.

What is often treated as a deployment project is, in reality, a transition into ongoing infrastructure management. This requires a different evaluation lens:

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  • from individual asset performance to system behaviour
  • from installation success to operational stability
  • from purchase cost to lifecycle impact
  • from compliance to resilience

Under this model, infrastructure is not a static investment but a continuously operating system with compounding dependencies.

Reliability of the infrastructure

As electrification scales across UK businesses, the primary constraint is shifting. It is no longer access to technology, but the reliability of the infrastructure that supports it.

The most significant risks are not necessarily located in high-visibility assets, but in the less visible components that determine whether systems perform consistently under real-world conditions.

For organisations moving from pilot projects to full-scale deployment, understanding and managing this “invisible infrastructure” layer is becoming a defining factor in operational success.

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Flats plan for former Lookers office block

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Blueoak Estates leading Timperley project

The empty office block could be brought back into use

The empty block could be brought back into use(Image: Google)

An abandoned office building in Timperley could be brought back into use as new homes.

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Developer Blueoak Estates Ltd is eyeing up the three-storey property in Etchells Road with a view to turning it into apartments. The building was last home to the Lookers Motor Group.

Some 34 new homes are proposed to be created within the office block. These would be a mix of one- and two-beds, planning documents show.

This could be just phase one of the plans for the site, however. Documents state that the plant room and an external ‘plant well’ in the roof area would be redundant under the new use and could be ‘subject to future conversion’.

Limited changes would be made to the exterior of the building. These would see new windows fitted and the ‘part removal’ of the external stairs.

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Some 38 parking spaces are proposed for the new homes. An additional 34 cycle spaces would be provided in an internal storage area.

Blueoaks is seeking permission from Trafford council for the change of use of the building.

To find all the planning applications, traffic diversions, road layout changes, alcohol licence applications and more in your community, visit the Public Notices Portal.

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Taiwan stocks lower at close of trade; Taiwan Weighted down 0.79%

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Taiwan stocks lower at close of trade; Taiwan Weighted down 0.79%

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Red Rock Resorts Q1 2026 Earnings: Focus On The Long Term (NASDAQ:RRR)

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Red Rock Resorts Q1 2026 Earnings: Focus On The Long Term (NASDAQ:RRR)

This article was written by

I am a specialist in Asian equities after having been a sellside analyst for 13 years. In addition, I have also spent time covering US hardware and semiconductor stocks on the sellside. Within Asia, I have covered the casino, automotive, industrial, consumer and technology sectors. I have also worked on the buyside as a fund manager in long only and as an analyst in hedge funds all covering Asian equities where I have developed a keen understanding of Asian companies and economies with a focus on China. From a global equities perspective, I enjoy covering companies globally by examining key metrics such as financial statements strength, valuation upside, and conducting proper analysis of the competitive advantages of the company. Throughout my career, I have found and written on undiscovered small cap companies which have increased in equity value by multiple times. I would like to write for Seeking Alpha where my goal is to help investors cut through the noise and to focus on fundamentals and the company’s competitive outlook instead of the momentum trade.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Fidelity Blue Chip Growth Fund Q1 2026 Commentary (FBGRX)

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Fidelity Blue Chip Growth Fund Q1 2026 Commentary (FBGRX)

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses it serves. With assets under administration of $12.6 trillion, including discretionary assets of $4.9 trillion as of December 31, 2023, Fidelity focuses on meeting the unique needs of a broad and growing customer base. Privately held for 77 years, Fidelity employs more than 74,000 associates with its headquarters in Boston and a global presence spanning nine countries across North America, Europe, Asia and Australia. Note: This account is not managed or monitored by Fidelity, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use Fidelity’s official channels.

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Politics And The Markets 05/11/26

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

This is the forum for daily political discussion on Seeking Alpha. A new version is published every market day.

Please don’t leave political comments on other articles or posts on the site.

The comments below are not regulated with the same rigor as the rest of the site, and this is an ‘enter at your own risk’ area as discussion can get very heated. If you can’t stand the heat… you know what they say…

More on Today’s Markets:

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Iran’s new supreme leader, Mojtaba Khamenei, who has not been seen or heard publicly since the war began, “issued new and decisive directives for the continuation of operations and the powerful confrontation with the enemies” while meeting with the head of the joint military command, the state broadcaster reported, with no details.

In April 2026, exports reached a record high of $359.44 billion, up 14.1% year-on-year, exceeding forecasts and showing a strong rebound after a weak growth of 2.5% in March. For the first four months of the year, total exports still grew 14.5% year-on-year to USD 1.34 trillion. However, during the period, sales to the US dropped 10.2%.

Meanwhile, Israeli Prime Minister Netanyahu warned in a 60 Minutes interview that the war is “not over… There are still enrichment sites that have to be dismantled, there are proxies that Iran supports, there are ballistic missiles that they still want to produce… there’s work to be done.”

Moderation Guidelines:

We remove comments under the following categories:

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  • Anti-Vaxxer or covid related misinformation
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Urban Company shares tank 9% after Q4 net loss swells to Rs 161 crore despite a sharp revenue uptick

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Urban Company shares tank 9% after Q4 net loss swells to Rs 161 crore despite a sharp revenue uptick
Shares of Urban Company plunged as much as 9% to their day’s low of Rs 127 on the BSE on Monday after it reported a sharp rise in consolidated net loss for the March quarter to Rs 161 crore, compared with Rs 2.8 crore in the same period last year, even as the company posted strong revenue growth.

Revenue from operations for Q4FY26 rose 43% year-on-year to Rs 426 crore from Rs 298 crore a year ago. On a sequential basis, revenue grew 11% from Rs 383 crore reported in the October-December quarter of FY26. The company’s losses also widened sharply quarter-on-quarter, increasing nearly eightfold from Rs 21 crore in Q3FY26.

The professional services platform reported a 42% year-on-year rise in net transacting value (NTV) to Rs 1,148 crore during the quarter, the highest level in the last 15 quarters.

Adjusted EBITDA loss for Q4FY26 stood at Rs 98 crore, while adjusted EBITDA excluding InstaHelp came in at Rs 22 crore. The company also reported a 160-basis-point improvement in margins.

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For the full financial year, NTV increased 31% year-on-year to Rs 4,290 crore, while revenue from operations rose 36% to Rs 1,556 crore. According to the company’s filing, both NTV and revenue growth accelerated for the second consecutive year.


Among key business segments, India Consumer Services excluding InstaHelp posted 26% year-on-year NTV growth in Q4FY26, marking the strongest growth in 11 quarters. International operations across the UAE and Singapore recorded 84% year-on-year growth in NTV during the quarter.
The company said both India Consumer Services, excluding InstaHelp and the international business remained profitable in Q4FY26 while also improving margins on a yearly basis.Native NTV rose 67% year-on-year in the March quarter, while revenue from the segment increased 75%.

InstaHelp delivered 2.7 million orders and recorded Rs 40 crore in NTV in Q4FY26, compared with 1.6 million orders and Rs 28 crore in NTV in Q3FY26. March alone saw over 1.1 million orders.

Sensex, Nifty today: Catch all the LIVE stock market action here
(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)

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FMR shares rise following acquisition update

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FMR shares rise following acquisition update

Shares in South Perth-based FMR Resources rose by more than 30 per cent early on Monday following news it would expand its presence in Chile.

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The Perth startup simplifying carbon compliance

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The Perth startup simplifying carbon compliance

ESG consultant David Elliott saw a need to provide a software solution for SMEs, due to Australian regulatory changes.

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