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Shopify Stock Surges on RBC's Defensibility Rating
in5points
RBC Capital Markets highlights Shopify's 'great defensibility' against AI disruption using a new TCO model.
SHOP stock is set for its best day in a year following the analyst note.
The TCO model is designed to benchmark software costs against human labor for complex workflows.
RBC's analysis suggests Shopify's platform offers cost advantages over building AI solutions internally.
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Rajeev Chandrasekhar / Jupiter Capital interests historically