AI agents such as Muse can shop for consumers, a development that presents both challenges and potential advantages for Amazon, Costco, and TJX. The article considers what the rise of these shopping agents could mean for the three retailers and their stocks.
Seattle ranks fourth among 1,000 cities in the Oxford Economics Global Cities Index 2026, behind New York, London, and Paris. Its economics score also ranks fourth globally, supported by major employers including Microsoft, Amazon, Boeing, Starbucks, Costco, and Nordstrom; the metro area generated $632 billion in GDP in 2025. Strong quality-of-life and environmental scores are offset by a 198th-place governance ranking and concerns about housing costs, crime, and income inequality.
DoorDash says Costco members in the US can now order same-day delivery from every Costco warehouse through its platform. DoorDash Inc. and Uber Technologies Inc. are expanding their delivery partnership with Costco Wholesale Corp.; Uber has increased its coverage from 17 to 47 US states.
AIR Security launches with $50 million to build an inline firewall that screens instructions, tools and data entering AI agents’ context. Its platform discovers agents across endpoints, cloud accounts and SaaS applications, continuously rechecks their dependencies, blocks untrusted tools and injected instructions at runtime, and offers a marketplace of cleared add-ons. More than 20 companies use the platform, with demand strongest among financial services and pharmaceutical firms.