Walmart Inc. (NYSE:WMT) could benefit after OpenAI reportedly scaled back plans to enable direct purchases within ChatGPT. Instead, the platform may redirect shoppers to retailer apps for checkout, a shift that could strengthen Walmart’s digital ecosystem and drive traffic to its own commerce channels.
According to Bank of America Securities analyst Christopher Nardone, the change could reinforce Walmart’s position as artificial intelligence reshapes online shopping.
Nardone reiterated a Buy rating on the stock with a price forecast of $150, citing Walmart’s AI investments, retail partnerships, and value-focused positioning as key advantages.
AI Infrastructure And Retail Integrations
OpenAI is reconsidering plans to allow direct purchases inside ChatGPT.
Instead, the platform may redirect shoppers to retailer apps linked through ChatGPT for checkout.
Nardone said the change is likely to benefit Walmart by encouraging a commerce model similar to its Gemini partnership.
He added that early integrations may involve fewer retailers, giving Walmart stronger visibility …
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