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In-depth insights in seconds. Ask Deep Research.

Walmart

Walmart is a multinational retail corporation that operates a chain of discount department stores, grocery stores, and hypermarkets. Founded in 1962 by Sam Walton, Walmart has become one of the largest companies in the world, with over 11,000 stores in 27 countries. The company is led by CEO Doug McMillon. Walmart faces competition from other retail giants such as Amazon, Target, and Costco.

Recent Articles about Walmart
CEO of Anthropic, Dario Amodei. Photo by Michael M. Santiago/Getty Images
AI Agenda

Anthropic’s CEO Says He Doesn’t Do ‘Code Reds’

By Rocket Drew · Dec 4, 2025 7:00am PST · 1 comment
Anthropic CEO Dario Amodei on Wednesday threw shade at archrival OpenAI, saying at The New York Times Dealbook Summit that “we don’t have to do any code reds.” It was a reference to our report Monday that OpenAI CEO Sam Altman initiated a “code red,” shifting staff to improve ChatGPT and image generation in response to Google’s success with its... Anthropic CEO Dario Amodei on Wednesday threw shade at archrival OpenAI, saying at The New York...
Salesforce CEO Marc Benioff at the 2025 Dreamforce conference last month. Getty Images
The Briefing

Salesforce’s (Small) AI Lift

By Martin Peers · Dec 3, 2025 5:00pm PST · 2 comments
There may be some blurry light at the end of the tunnel for Marc Benioff. Salesforce’s fiscal third-quarter numbers released on Wednesday suggest its revenue from AI products is growing enough to lift its annual growth rate just a bit. Salesforce is still growing very slowly—its new projection is for revenue to expand 9.2% in the current fiscal... There may be some blurry light at the end of the tunnel for Marc Benioff. Salesforce’s fiscal...
Photo by Michael Nagle/Bloomberg via Getty Images
Exclusive

Amazon Tests Ultrafast Delivery Offering

By Ann Gehan · Dec 1, 2025 1:01pm PST
Amazon is testing a new ultrafast delivery offering for groceries and other daily essentials in major urban areas in the U.S., a critical test of the e-commerce giant’s ambitions to sell more daily staples to consumers and supercharge its grocery business. In recent months, Amazon has approached large consumer packaged goods brands to ask them... Amazon is testing a new ultrafast delivery offering for groceries and other daily essentials in...
Amazon CEO Andy Jassy. Courtesy of Amazon.
Amazon’s AI Crackdown Hits More AI Search Startups
By Ann Gehan · Nov 28, 2025 6:00am PST · 2 comments
Amazon CEO Andy Jassy. Courtesy of Amazon.
Exclusive

Amazon’s AI Crackdown Hits More AI Search Startups

By Ann Gehan · Nov 28, 2025 6:00am PST · 2 comments
Black Friday, one of the biggest shopping days of the year, should be a big business event for AI-powered shopping search startup Dupe. People looking for a bargain can use Dupe to search for items across lots of shopping sites—including Amazon—either by typing in phrases to describe what they want or uploading a photo. Dupe says... Black Friday, one of the biggest shopping days of the year, should be a big business event for...
Art by Clark Miller.

Visa and Mastercard Are Moving Fast Into Stablecoins

By Yueqi Yang · Nov 21, 2025 6:00am PST
Visa and Mastercard are moving quickly to embrace cryptocurrencies for payments, to take advantage of the rising popularity of stablecoins in developing countries and fend off competition from merchants trying to circumvent their networks. The companies ramped up their crypto payments business overseas and have been looking for acquisitions or... Visa and Mastercard are moving quickly to embrace cryptocurrencies for payments, to take...
Florida governor Ron DeSantis. Getty Images
The Briefing

Ron DeSantis Spotlights Key AI Question

By Martin Peers · Nov 20, 2025 5:00pm PST
We’re moving off the (unresolved) AI bubble debate to a much more fundamental question about AI. That is whether decisions about an enormously costly technology, which threatens to put many people out of work, should be left to tech leaders or discussed more broadly. It turns out Republicans may have the best handle on this issue, most obviously... We’re moving off the (unresolved) AI bubble debate to a much more fundamental question about AI....
Nvidia CEO Jensen Huang. Getty Images.
The Briefing

What to Expect From Nvidia Earnings

By Martin Peers · Nov 16, 2025 3:00pm PST
We’re heading into the last full workweek before Thanksgiving and plenty is going on. A short time ago, bets on prediction market Polymarket were giving an 88% chance that Google would release its much-anticipated Gemini 3 AI model this week. Google CEO Sundar Pichai on Friday fueled the speculation with this cryptic X post. Meanwhile, Microsoft... We’re heading into the last full workweek before Thanksgiving and plenty is going on. A short...
Getty Images
OpenAI’s Commerce and Apps Efforts Divide Consumer Firms
By Ann Gehan and Catherine Perloff · Nov 5, 2025 6:00am PST
Getty Images

OpenAI’s Commerce and Apps Efforts Divide Consumer Firms

By Ann Gehan and Catherine Perloff · Nov 5, 2025 6:00am PST
In October, Thumbtack, a firm that helps people book home services professionals, agreed to make its app available through ChatGPT, as have a number of commerce firms eager to reach the chatbot’s 800 million weekly users. But Marco Zappacosta, Thumbtack’s CEO, isn’t worried that ChatGPT will replace his own app. “Booking a car on Uber is... In October, Thumbtack, a firm that helps people book home services professionals, agreed to make...
Pro subscription required icon Pro subscription required icon Art by Clark Miller.
Deep Research

OpenAI Moves Up the Stack: Why Every Software Incumbent is Now a Target

By The Information Staff · Oct 29, 2025 1:24pm PDT
OpenAI is moving beyond its role as a technology partner, transforming its model lead into a multi-front assault on established software giants. This pivot positions the company not just as a supplier, but as a formidable application competitor, aiming to own the entire user workflow in markets like productivity, consulting, and e-commerce. This... OpenAI is moving beyond its role as a technology partner, transforming its model lead into a...
Art by Clark Miller
Opinion

Can AI Deliver What Shoppers Want?

By Li Haslett Chen · Oct 22, 2025 8:34am PDT · 4 comments
Much of the rhetoric around commerce and AI imagines a revolution in how we find and buy things. OpenAI joined the discourse when it announced that you can buy directly through ChatGPT via partnerships with Walmart, Shopify and Etsy—all powered by Stripe. They’re not alone. AI answer engine Perplexity launched one-click checkout with... Much of the rhetoric around commerce and AI imagines a revolution in how we find and buy things....
Amazon CEO Andy Jassy. Getty Images
The Briefing

The Big Question for Amazon and OpenAI

By Theo Wayt · Oct 15, 2025 5:00pm PDT · 2 comments
Walmart’s announcement this week that it would become the first major retailer to start selling products through ChatGPT’s Instant Checkout shows that big retailers are being forced to take new forms of artificial intelligence–related online shopping seriously. It’s not shocking that Walmart, as a megaretailer that wants to sell more stuff... Walmart’s announcement this week that it would become the first major retailer to start selling...
Art by Mike Sullivan
Universities Are Part of the Cursor Resistance
By Rocket Drew · Oct 15, 2025 7:00am PDT
Art by Mike Sullivan
AI Agenda

Universities Are Part of the Cursor Resistance

By Rocket Drew · Oct 15, 2025 7:00am PDT
I recently reported on the software engineers who have resisted using AI coding tools such as Cursor and Claude Code, even when their managers strongly encourage their use. AI still has technical limitations—and it threatens to make engineering jobs obsolete, they say. But there’s a wrinkle to this story: some engineering students have... I recently reported on the software engineers who have resisted using AI coding tools such...
Traders work on the floor of the New York Stock Exchange. Getty Images
The Briefing

The Other Bubble

By Ken Brown · Oct 14, 2025 5:00pm PDT · 1 comment
If there is a bubble in artificial intelligence, much of the blame can be placed on Wall Street, not Silicon Valley. Financial markets are as frothy as they can be, and the appetite for risk appears to be insatiable. That’s why Sam Altman has been able to get otherwise rational companies and investors to fund his audacious growth plans. On... If there is a bubble in artificial intelligence, much of the blame can be placed on Wall Street,...
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