Walmart ($WMT) podcast mentions
Yeah. So you mentioned earlier that the search part of Google was being heavily punished by the market simply because of the AI risk that LLMs like ChatGPT or Claude were offering, where maybe for a time it looked like the future of e-commerce would be doing all of our shopping directly through integrations on ChatGPT. So ordering a basket of goods from Target or Walmart directly would go right through ChatGPT, for example. But the narrative, I think, fizzled out pretty quickly. And now you've seen OpenAI kind of scale back some of those ambitions. Now, the promises that they're making to investors have become less grandiose as they've had to make certain competitive concessions, like I was mentioning with them rolling back their instant checkout shopping integration. It's actually Anthropic that seems to be making the really dramatic claims about how they'll change the future now. But Anthropic with Claude is much more focused on being a business-to-business productivity tool than something that hundreds of millions of people or even billions of people use for search on basic queries.
Kyle Grieve · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP847: Alphabet (GOOGL): The Megacap That Still Might Be Underrated w/ Kyle Grieve & Shawn O’Malley · 2026-09-17Are you, are you equipped to explain to me the history of Walmart's misadventures in payment infrastructure? I was reading on Sritekari that they were trying to push people to debit card and ACH rails for years, and then they finally sort of succumbed and went with a different one. And I guess I'm just interested in like, is like, is this a transformative moment for any particular sector of the economy where you're like, oh, someone's going to be saving half a percent now or some big pool? Yeah.
John Coogan · TBPN · Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller · 2026-09-16And so over time, basically that compresses out this rent extraction that's existed for a very, very long time and all kinds of other things like time delays and the like. But, and so, yeah, I mean, it's, it's purpose-built for that world. And a lot of stuff is converging all at once. Operating systems like ARK, the legal frameworks for digital dollars, the people getting comfortable that they can use this in their, in their businesses, know how to operate it, etc. And so it creates a huge opening for, you know, the Amazons and the Walmarts. And really, you talk to any major retail-facing CEO and they'll tell you how much of their margin goes to processing fees. And so I do, I do think it's, um, it's significant. But the, the whole utility model of payments is going to change, um, very, very significantly. That's a big part of what we see happening here.
Jeremy Allaire · TBPN · Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller · 2026-09-16I would argue more evidence. So, so the Goldman Sachs argument that you just articulated about perhaps we're on our way back to a normal range of inflation, I think buys you another couple of months. Further evidence that you talk— we saw Walmart say we got all these tariff refunds, we're going to pass that through to price. They're the most articulate of the companies to have said something like that, but others have alluded to it. So tariff-led price increases might fall by the wayside at some point, God willing. We have a cessation to hostilities and oil won't be $108, gasoline won't be— or diesel, I should say, won't be $6. So there are some things in the pipeline that you would hope would come to fruition. And I think a few more months when you have missed your target for 5 years isn't too much to ask for when you have a confluence of events working.
Dan Greenhouse · Squawk on the Street · 10AM Hour: DoD’s Emil Michael on AI Fears, Fed Decision on Deck, C-Suite Warns about Fuel Prices 9/16/26 · 2026-09-16Bloomberg Government's Kate Ackley reports those talks could set the stage for the U.S. and China extending their trade truce beyond one year. Back on Wall Street, we're watching shares of Apple, they are up about 1%. The Information is reporting the iPhone maker is working on an enterprise server with its own chips that could incorporate Nvidia's networking equipment. Nvidia at the open is higher by 0.8%. Walmart is little changed. The big box giant's teaming with nonprofit insurer SCAN Health Plan to sell Medicare Advantage plans to seniors. The bet that Walmart's data can push down healthcare costs. Uber shares are down nearly 1% at the open. The rideshare company's expanding Costco deliveries through Uber Eats from 17 to 47 states. Costco shares little changed to the downside. And former President Barack Obama has shared some sad news. His family dog Sunny has died. The former first family took in the Portuguese Water Dog in 2013 at the start of Obama's second term.
Nathan Hager · Bloomberg News Now · Stocks Halt Slide Before Fed, Attack Reported Near Hormuz, More · 2026-09-16Bloomberg's Michael McKee. The report comes ahead of a Federal Reserve interest rate decision that's due out at 2:00 p.m. Wall Street time. U.S. mortgage rates last week climbed to the highest level in more than a year, marking the latest setback for an already sluggish housing market. The contract rate on a 30-year mortgage rose 12 basis points to 6.97% in the week ending September 11th. That was the highest since May 2025. Walmart and nonprofit insurer SCAN Health Plan are partnering to sell Medicare Advantage plans to seniors. They're betting that they can use the big box retailer's data to push down the cost of healthcare. Taking a look at futures this morning, they are moving higher, finding some relief after days of selling as traders await that Federal Reserve interest rate decision. S&P futures up a quarter Dow futures up 2/10 of a percent. Nasdaq futures up 0.5%. 10-year Treasury yield 4.97%. And NYMEX crude oil is on the decline, down 1.8% at $103.90 a barrel. Brent at $107.48.
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Speaker A · Dateline NBC · True Lies · 2026-09-16We work with giant consumer electronics brands. We work with the likes of Walmart. We work with great software brands like Zoom, for example, banks like Royal Bank of Canada and some of the biggest banks on the planet. Yes, it's basically, if you look around the room right now, any brand in the room will be thinking about what we're working on.
James Cadwallader · TBPN · High Interest Rate Phenomenon, Driscoll's China Bet Backfires, Who Votes on AI Safety? | Stephen Colbert & Josh Kline, Jim VandeHei, Steve Menneto, Matthew Wilson, Rune Kvist, Tyler Bahl, James Cadwallader · 2026-09-15Yeah, look, they have to raise prices. I mean, I don't think people realize— I was at the supermarket the other day and I was looking at things that have to be trucked into the supermarket. And the answer is everything. And all the trucking companies, almost every Every single one except for the ones that are actually owned by, say, a Pepsi-Cola, they basically have to put through some sort of relief, which is then passed on to the supermarkets, which is then passed on to you as a consumer. So it was interesting that Walmart stock went up yesterday and Kroger stock did not react to the negative earnings as if somehow they are going to be able to get a little bit more of a margin. But when we trying to figure out who is the culprit, so to speak. It's diesel, as you've been saying, Carl, for a long time. Diesel is how America runs on the industrial, the enterprise, and the diesel prices are making it so someone has to lose. And I think the loser is us.
Jim Cramer · Squawk on the Street · 9AM HOUR: Trump Dismisses AI Fears, 10-Year Yield Hits Fresh 2007 Highs, the Fed's 2-Day Meeting In Focus 9/15/26 · 2026-09-15Well, this is— I'm so glad you brought that up because this is the problem with the multi-hike theories. People promote multi-hike theories. That often reminds me of, okay, not only will some team beat another team in the NFL. But when we look ahead at the schedule, we think that there are 3 more wins. Well, how about if somebody gets hurt? How about if something happens? I feel the same way about the oil market. How about if the president does have a good meeting? How can you have the same view? I mean, I think that all of these— I really question the idea of polling people about their multiple visions. I wonder if— I wonder if the Fed chief respects the fact that there is there, there's a dynamic where everything could change and we would have a decent reversal. And a decent reversal would make it so— I don't know whether anybody would necessarily cut prices except for Costco. They would bring them down immediately and Walmart would bring them down because that's what they do. If they have to pay more, they try to not pass it all on.
Jim Cramer · Squawk on the Street · 9AM HOUR: Trump Dismisses AI Fears, 10-Year Yield Hits Fresh 2007 Highs, the Fed's 2-Day Meeting In Focus 9/15/26 · 2026-09-15If they have to pay less, they cut less. So I do think that one of the reasons I like Walmart stock here is Walmart is the company that knows how to handle these price increases.
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Speaker A · Dateline NBC · Facing Ground Zero: A Dateline Special · 2026-09-15Well, the most curious thing is how large it is. Yeah. I mean, every giant retailer does everything. Walmart, Costco, Amazon. These are general retailers. Home Depot is a specialty retailer. But somehow is worth, you know, fluctuating between $300 billion and $350 billion because home improvement is just an absolutely enormous category. And they own, depending on how you sort of frame the market, like 50% of the market. Yeah. And so they sort of, um, uh, they, they picked the most interesting category to be in and then they built a business that had scale economies so they could negotiate the best prices, do the most volume. And so they're this giant business in a giant category. Is the— yeah, yeah.
Ben Gilbert · TBPN · The "Pacing AI" Debate | Nico Wittenborn, Scott Keogh, Mitchell Green, David Rosenthal & Ben Gilbert, Faraj Aalaei · 2026-09-14Yes. Um, so they had this strategy that one of the unique things they did early on was instead of recruiting employees that you would for any retailer, you know, Walmart employees, they recruited former tradespeople. So plumbers, electricians, people that could actually help you with your home project. And the goal is, hey, if you buy, you know, a successful toilet and you manage to install it yourself, You're probably going to get interested in redoing a bathroom or building a shed or, you know, an ADU or something. And their goal was to kind of level you up. And they were in a category where they could take someone who was originally in to buy a 10-cent washer and eventually turn them into a $100,000 customer. That doesn't really exist anywhere else in retail. Yeah. And because they could do that, they kind of bet the company on being able to do it. And so they built this whole engine around this like shoot-the-moon strategy of We're going to get really big, we're going to get big fast, and we're going to motivate our entire employee base to do so. So even back in 1980, they were giving out compensation to employees like retail employees on the floor in the form of stock.
Ben Gilbert · TBPN · The "Pacing AI" Debate | Nico Wittenborn, Scott Keogh, Mitchell Green, David Rosenthal & Ben Gilbert, Faraj Aalaei · 2026-09-14They pulled a lot from Walmart, interestingly. I mean, the, the obvious stuff they pulled from Costco— so it's going to be a giant warehouse, we're not going to face the labels out, you're going to have to go up to the pallet and, you know, just grab it off yourself however it shows up in the pallet. Yeah, um, there's those obvious parallels. Interestingly, they got a lot from Walmart, uh, the employee compensation stuff. Sure, they got from Walmart. And then the, um, uh, what was the other thing they Oh, everyday low prices. Okay. Walmart sort of invented that idea of like, things don't go on sale. Sure. It's just everyday low prices. And obviously they've moved away from that now, but that was Home Depot's ethos for a while too.
Ben Gilbert · TBPN · The "Pacing AI" Debate | Nico Wittenborn, Scott Keogh, Mitchell Green, David Rosenthal & Ben Gilbert, Faraj Aalaei · 2026-09-14