Investing.com -- U.S. e-commerce growth has been stronger than expected in 2026, running at about 10% year-on-year through the first three quarters versus Bernstein's 8% forecast at the start of the year, helped in part by AI-driven improvements in Google and Meta advertising that are boosting conversion rates. Before you buy NVIDIA: our AI model's stock picks are beating the market by 120%+. See the list now » Bernstein estimates third-quarter growth at about 8.4%, while growth across the second and third quarters was about 10.4% after adjusting for the timing of Prime Day. First-quarter growth was 9.7%.
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