Walmart is expanding tap-to-pay options across its U.S. stores, allowing Apple Pay, Google Pay, Samsung Pay, and contactless cards to enhance checkout convenience and focus on broader customer engagement rather than controlling payment methods. Meanwhile, Amazon is investing heavily in AI infrastructure, including a $60 billion chip deal with Qualcomm and raising nearly $6 billion in bonds, aiming to strengthen upstream retail competition through AI-powered discovery, personalization, and commerce. These moves highlight a shift in retail technology where owning customer intelligence and relationships is becoming more important than controlling the payment transaction itself. Retailers now prioritize seamless customer experience and data-driven decision-making over proprietary payment systems.
The state of California alleges that Amazon is involved in a price-fixing scheme that coerces wholesale vendors to increase prices at competing retailers such as Target, Walmart, Chewy, and Best Buy. Evidence includes email exchanges between Amazon v...
Walmart's effort to automate warehouses with robots faces challenges as the machines struggle to handle heavy items like turkeys and dog food, and cannot manage the long-used cardboard boxes designed for human workers. To address this, Walmart plans ...
Walmart and JPMorgan Chase are nearly tied in market value, with less than $4 billion separating them. Walmart was valued at $877.15 billion and JPMorgan at $880.98 billion as of October 8, 2026. The companies operate in very different sectors—retail...
Jefferies found that about one-third of tested US websites block Meta's AI agent Muse, which aims to perform agentic commerce by browsing and buying online for consumers. This blocking delays Meta's potential revenue from transaction fees, as many si...
Costco reported strong fiscal 2026 results with $303.15 billion revenue and $20.76 EPS, beating estimates for five quarters straight. Despite tariff pressures and margin challenges, the stock is rated a buy with a 10.88% upside to $1,034.74, supporte...
