Amazon blocks agentic AI shopping. But Walmart is betting big that it's worth saying yes.

What happened: Amazon has blocked Meta's Muse agent from making purchases on its site and prohibits automated shopping tools. Walmart is integrating with multiple AI ecosystems, including Meta's Muse, Best Buy and Ulta. Key numbers: WMT closed at 118.70, down 0.11 (-0.09%), on October 19 at 4:00:00 PM EDT. Why it matters: Bank of America analysts led by Christopher Nardone said Walmart's open approach positions it well if shoppers delegate to AI agents. Amazon may not lose much in sales since most people use AI tools to research rather than buy. Market: +5.0% today ($262.45), +15.9% YTD, 1.4x vol — as of 11:00 UTC

Amazon has blocked Meta's Muse agent from making purchases on its site and prohibits automated shopping tools. Walmart is integrating with multiple AI ecosystems, including Meta's Muse, Best Buy and Ulta.

Bank of America analysts led by Christopher Nardone said Walmart's open approach positions it well if shoppers delegate to AI agents. Amazon may not lose much in sales since most people use AI tools to research rather than buy. Market: +5.0% today ($262.45), +15.9% YTD, 1.4x vol — as of 11:00 UTC