James R. Miller

October 1, 2026

Senators push for AI disclosure rules affecting LPSN. US senators are moving to force AI companies to disclose more information, a development that could impact LivePerson's regulatory environment. As an AI-focused company, LPSN may face new compliance requirements under such legislation. The stock is currently trading well below its 52-week high, with analysts setting a moderate price target.

October 14, 2026

RealReal Integrates Google Gemini for AI Shopping Agent. The RealReal has expanded its Ask TRR AI shopping agent by integrating Google Cloud's Gemini Enterprise. This move aims to enhance the user experience in the luxury resale market and supports the company's broader strategy of leveraging AI for growth. Recent analyst discussions highlight a potential divergence between the stock's current valuation and its fundamental performance.

October 5, 2026

Wayfair Sets Q3 2026 Earnings Call; AI Shopping Trends Rise. Wayfair announced its Q3 2026 earnings release and conference call will be held later this week. The announcement comes amid growing interest in AI‑powered shopping agents, as Booking Holdings and Expedia pursue different strategies and Meta’s Muse targets e‑commerce. Institutional investors are active, with whale trades noted today, and Mizuho has lifted its target to $110, keeping an outperform rating. Earlier this week Wayfair released its Q2 2026 earnings call transcript, providing context for the upcoming Q3 update.