Pentagon Blacklists Anthropic, Walmart Entering B2B Services, TikTok Shop Overhaul, Shopify Earnings

TikTok Shop quietly rewrote its seller rulebook on May 1st. The Pentagon blacklisted Anthropic from classified AI contracts. Shopify reports Q1 earnings Monday May 5th. Walmart launched a B2B facilities services division. Wise confirmed its Nasdaq dual listing for May 11th. A Fortune report flagged that half of Google and Amazon's blowout Q1 AI profits came from non-cash accounting gains. And the IRS confirmed the 2026 Section 199A pass-through deduction thresholds. Seven stories every ecommerce operator needs to know today.

🔥 Stories covered:

1. TikTok Shop rolled out three major seller policy changes on May 1st: Brand Qualification without a Letter of Authorization for resellers, Account Health Rating replacing the old Violation Points system, and a new disputed return process with a three business day filing window

2. Pentagon awarded classified-network AI contracts to SpaceX, OpenAI, Google, NVIDIA, Reflection, Microsoft, and AWS — Anthropic explicitly excluded after refusing unrestricted access for autonomous weapons and mass surveillance

3. Shopify reports Q1 2026 earnings Monday May 5th — analysts watching for EPS of 33 cents and 27% revenue growth, plus any signal on agentic shopping showing up in real GMV

4. Walmart launched Upstream Facility Services, a new B2B HVAC, electrical, and plumbing maintenance division now live in seven states — the real lesson is service margins beat retail margins every time

5. Fortune report: roughly half of Google and Amazon's blowout Q1 AI profits came from non-cash accounting gains on their Anthropic stakes — not from actual cloud or AI business cash flow

6. Wise confirms Nasdaq dual listing goes live May 11th — volumes grew 27% to £49.4B, active customers hit 18.9 million, full-year underlying income jumped 18% to £1.61B

7. IRS confirms 2026 Section 199A pass-through deduction thresholds: $197,300 single, $394,600 married filing jointly — up to 20% of qualified business income deductible for LLC and S-corp operators

📖 Full write up with all source links: https://ecommerceparadise.com/ecommerce-news-2026-05-02/

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