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If AI had a shopping cart, Big Tech would be fighting over who controls the checkout button. This week, Google made its move, software stocks started warming up, and Meta quietly admitted the metaverse isn’t paying rent.

Let’s get into it. 👇

🏭 Business Nuts

🛒 Google Hijacks OpenAI’s AI Shopping Moment

Retailers pick Google’s rails — and the ad money follows

Shopping through chatbots was supposed to be OpenAI’s next big cash engine. Instead, Google just walked off with the keys.

While ChatGPT’s checkout feature crawls through a messy rollout, Google ($GOOGL) launched its open-source Universal Commerce Protocol, locking in heavyweight retailers like Shopify ($SHOP), Target ($TGT), Etsy ($ETSY), and Wayfair ($W).

Why this matters:
Rather than building custom integrations for every AI platform, retailers now get one standardized pipe from product discovery → checkout → support.

And Google didn’t forget the money part. 💸
Ads are baked directly into AI shopping conversations — something OpenAI still hasn’t cracked.

How it stacks up:

• 🧩 Google Wallet checkout first, PayPal ($PYPL) coming next

• 🤖 Gemini + AI Mode will support full in-chat purchases

• 📊 McKinsey pegs agentic commerce as a $3T–$5T market by 2030

Meanwhile, OpenAI’s competing Agentic Commerce Protocol (with Stripe) is reportedly bogged down by product data and payment issues.

The kicker: Microsoft ($MSFT) says AI-assisted shoppers buy 53% more within 30 minutes. Whoever controls checkout controls conversion.

Bottom line: AI shopping isn’t about smarter bots — it’s about owning the commerce rails. Google’s betting retailers will follow reach and revenue.

⚙️ Software Stocks Line Up for AI’s Next Act

Hardware sold the dream. Software sends the invoice.

Chip stocks dominated the AI hype cycle — but Wall Street thinks the next leg belongs to software.

Over the past year:

• 🧠 Semiconductors: +52%

• 💻 Software: +8%

That gap has strategists circling names like Microsoft ($MSFT), Oracle ($ORCL), and ServiceNow ($NOW) as AI monetization finally shifts from infrastructure to applications.

Why the pivot matters:

• Goldman Sachs sees AI expanding software TAM by ~30% through 2037

• Oracle’s AI-driven cloud pipeline now tops $500B

• ServiceNow’s edge sits in agent orchestration — the glue that makes AI actually work inside enterprises

As Goldman analyst Gabriela Borges puts it: the orchestration layer is where value compounds.

Bottom line: GPUs built the stage. Software is about to sell the tickets.

👓 Meta Quietly Pulls the Plug on Its Metaverse Obsession

$70B later… AI wearables win

After years of chest-thumping about virtual worlds, Meta ($META) is finally tapping out.

Reality Labs — the unit behind Quest headsets and the metaverse — has burned through $70B+ since 2021. This week, Meta cut 1,000+ jobs from the division and slashed budgets by up to 30%.

What’s left standing?
👉 Ray-Ban smart glasses, which Zuckerberg says are “performing better than expected.”

The pivot:

• 🕶️ AI wearables > virtual worlds

• 📱 Focus shifts to hardware people already use

• 🧠 Meta explores earbuds, watches, and physical retail stores

But competition is heating up fast — Apple ($AAPL) and Google ($GOOGL) are lining up their own AI wearables for the post-smartphone era.

Bottom line: The metaverse isn’t dead — it’s just no longer the main character.

📰 Other News — Quick Hits

• 🪙 Crypto clarity incoming: Senate unveiled a market-structure bill defining when tokens are securities vs. commodities, handing spot oversight to the CFTC.

• 🌍 Emissions back up: US greenhouse gas emissions rose 2.4% in 2025, driven by colder winters and higher building energy use.

• ✈️ Delta leans premium: Delta ($DAL) forecast 20%+ earnings growth in 2026 as premium ticket sales overtake main cabin revenue.

• 🏦 JPMorgan beats expectations: Trading revenue surged 40%, pushing Q4 EPS to $5.23, though IB fees disappointed.

• 🚀 Pentagon buys equity: US Defense Department will invest $1B in L3Harris’ rocket motor spinoff — an unprecedented move that’s already raising eyebrows.

💡What else are we reading and seeing?

• The world’s top 20 billionaires

• The Japanese Yen is crashing

• Will Greenland vote for independence?

• The Canadian housing market is crashing

• Japan’s 10-Year Yield is the highest since 1999

☕ That’s a Wrap

AI is moving from flashy demos to real money, and Big Tech is repositioning fast. The winners won’t be the loudest — they’ll be the ones controlling infrastructure, checkout, and distribution.

Thanks for reading Cash Nut 🌰
See you in the next dive.