U.S. online spending surged to a record $11.8 billion on Black Friday as AI-powered shopping tools transformed how consumers searched for deals, compared prices, and navigated rising prices. According to Adobe Analytics, online sales jumped 9.1% from last year, fueled by shoppers opting for digital convenience over crowded physical stores. With household budgets tightening, unemployment nearing a four-year high, and consumer confidence slipping, many buyers leaned on AI chatbots and retail assistants to stretch every dollar.
AI-driven traffic to major U.S. retail sites skyrocketed 805% year-over-year, thanks to new tools such as Walmart’s Sparky and Amazon’s Rufus. Analysts say these large language model–powered assistants reduce the stress of gift shopping by offering faster, more personalized product recommendations. Hot Black Friday sellers included LEGO sets, Pokémon cards, gaming consoles like the Nintendo Switch and PlayStation 5, and popular electronics such as Apple AirPods and KitchenAid mixers.
Mastercard SpendingPulse reported a 10.4% rise in e-commerce sales compared with only 1.7% in-store growth, highlighting a continued shift toward online shopping. Globally, AI agents influenced $14.2 billion in Black Friday purchases, with $3 billion coming from U.S. shoppers alone, Salesforce said. Its data shows Americans spent $18 billion online, though higher prices meant shoppers bought fewer items per order compared to last year.
Despite strong spending, inflation and tariffs have pushed product costs higher, flattening discount rates and affecting how “deep” Black Friday deals feel to consumers. Salesforce noted that order volumes dipped 1% while average selling prices rose 7%. Luxury categories performed strongly, driven by higher-income shoppers, even as typical consumers grew more cautious.
The record-setting Black Friday is expected to fuel an even bigger Cyber Monday, with sales projected to hit $14.2 billion. Electronics, apparel, and computers are predicted to see some of the steepest markdowns of the season.


Why Trump’s new pick for Fed chair hit gold and silver markets – for good reasons
UK Employers Plan Moderate Pay Rises as Inflation Pressures Ease but Persist
Asian Stocks Waver as Trump Signals Fed Pick, Shutdown Deal and Tech Earnings Stir Markets
India Budget 2026: Modi Government Eyes Reforms Amid Global Uncertainty and Fiscal Pressures
Wall Street Slips as Tech Stocks Slide on AI Spending Fears and Earnings Concerns
Oil Prices Surge Toward Biggest Monthly Gains in Years Amid Middle East Tensions
Japan Election Poll Signals Landslide Win for Sanae Takaichi, Raising Fiscal Policy Concerns
South Korea Factory Activity Hits 18-Month High as Export Demand Surges
Gold Prices Pull Back After Record Highs as January Rally Remains Strong
China Factory Activity Slips in January as Weak Demand Weighs on Growth Outlook
U.S. Eases Venezuela Oil Sanctions to Boost American Investment After Maduro Ouster
Asian Currencies Hold Firm as Dollar Rebounds on Fed Chair Nomination Hopes
U.S. Government Faces Brief Shutdown as Congress Delays Funding Deal
Gold Prices Stabilize in Asian Trade After Sharp Weekly Losses Amid Fed Uncertainty
Wall Street Slides as Warsh Fed Nomination, Hot Inflation, and Precious Metals Rout Shake Markets 



