Walmart Breaks Out! Would Index Inclusion and AI Drive More Inflows?
Walmart rose 3% to record highs, as speculation grows that the stock could be added to the Nasdaq 100. The rally comes after Alphabet announced a partnership with Walmart and other major retailers to expand Gemini’s shopping capabilities—turning it from a smart assistant into a transaction-ready “virtual merchant.” The collaboration highlights how AI is moving closer to real-world commerce, with Walmart positioned as a key beneficiary.
With shares at record highs, how likely is Walmart’s inclusion in the Nasdaq 100?
Can Gemini-powered commerce meaningfully boost Walmart’s growth and margins?