Walmart Stock Gains on Google Gemini AI Shopping Integration
Walmart shares rose nearly 2% in early trading after announcing a partnership with Google to integrate its products into the Gemini AI platform. The collaboration enables users to link Walmart accounts, receive AI-driven recommendations, and complete purchases within Gemini's interface—with delivery promises as fast as 30 minutes for eligible orders.
While the announcement lacked specifics on revenue sharing or checkout mechanics, the MOVE signals Walmart's aggressive push into AI-powered commerce. The retailer joins other merchants optimizing content for Gemini's shopping surfaces, though competitive differentiation remains unclear.
Incoming CEO John Furner framed the integration as part of Walmart's 'meet customers wherever they are' strategy. The deal leverages Google's AI capabilities while testing consumer appetite for conversational commerce.
