Walmart is on track to join the “elite” crop of companies with a trillion-dollar valuation after its announced partnership with OpenAI powered the stock to a record high, according to Mizuho analyst David Bellinger https://t.co/GDgWw9jCJB ...

Walmart teaming up with OpenAI to allow users to make purchases directly on chat GPT. Joining us now with more on the rise of Agentic Commerce and its impact on the tech sector, Mark Mahaney, Evercore ISI, head of internet research. We can talk about this.We talk about a lot of uh of the recent scuttlebutt surrounding AI. It's moving forward. It's unstoppable obviously.You can talk about the Walmart deal or just all the bubble talk. I think there's a bubble within bubble talk right now. >> There there may b ...

Consumer Spending & Economic Outlook - Deloitte's survey indicates 57% of consumers anticipate a weaker economy in the coming year [1] - 77% of consumers expect higher prices on holiday items [1] - Consumers plan to spend 10% less during the holidays compared to the previous year [1] - Consumer spending is heavily influenced by the top 10% of households by income [8] - Lower-income consumers are feeling pressured due to the cumulative impact of inflation [8] Retail Performance & Strategies - Mass merchants, particularly Walmart, Costco, and Amazon, have driven 50% of all retail sales growth in the United States over the last two years [10] - Technology, including ease of online ordering and fast delivery, is contributing to the disproportionate market share gain of certain retailers [11] - Retailers are adopting generative commerce, with Walmart being an early adopter, to avoid missing out on emerging models [13][14] - Walmart's stock experienced approximately a $4 billion increase in market capitalization following its generative commerce announcement [14] - Walmart is advancing its business model through advertising, its third-party marketplace, and data monetization [15]

Core Insights - Walmart is accelerating its digital transformation by partnering with OpenAI to integrate ChatGPT into its shopping experience [2] - Customers can now initiate queries, shop for items, and check out seamlessly through this new integration [2] Company Strategy - The partnership with OpenAI signifies Walmart's commitment to enhancing customer experience through advanced technology [2] - This move is part of a broader strategy to leverage artificial intelligence in retail operations [2] Market Implications - The integration of ChatGPT may position Walmart competitively against other retailers who are also investing in digital transformation [2] - Enhanced shopping experience could lead to increased customer engagement and potentially higher sales [2]

10月15日消息，据businesstimes报道称，沃尔玛宣布与OpenAI达成合作，将为消费者带来全新的购物体验。通过这一合作，消费者将能够在ChatGPT平台 上直接浏览和购买沃尔玛的商品，进一步拓展了人工智能在日常购物中的应用。 丹克指出："我们认为这是一个机会，可以通过随时随地满足客户的需求来提供便利。" 新功能将于秋季推出，届时顾客现有的沃尔玛或山姆会员商店账户将自动关联至ChatGPT。此外，顾客还可以从第三方卖家处购买商品，进一步丰富了购 物选择。 除了为消费者提供便利，沃尔玛和OpenAI还在联合创建一个认证计划，以培训员工在工作中有效地使用人工智能。这一计划旨在提升员工对人工智能技 术的理解和应用能力，从而更好地服务于客户。 对此，沃尔玛人工智能、产品和设计执行副总裁丹尼尔·丹克（Daniel Danker）表示，用户只需沃尔玛的商品。商品目录涵盖沃尔玛及其山姆会员商店的 服装、娱乐、包装食品和其他产品。 ...

来源：环球网 【环球网科技综合报道】10月15日消息，据businesstimes报道称，沃尔玛宣布与OpenAI达成合作，将为 消费者带来全新的购物体验。通过这一合作，消费者将能够在ChatGPT平台上直接浏览和购买沃尔玛的 商品，进一步拓展了人工智能在日常购物中的应用。 对此，沃尔玛人工智能、产品和设计执行副总裁丹尼尔·丹克（Daniel Danker）表示，用户只需点击"购 买"按钮，即可在ChatGPT上直接购买沃尔玛的商品。商品目录涵盖沃尔玛及其山姆会员商店的服装、 娱乐、包装食品和其他产品。 丹克指出："我们认为这是一个机会，可以通过随时随地满足客户的需求来提供便利。" 新功能将于秋季推出，届时顾客现有的沃尔玛或山姆会员商店账户将自动关联至ChatGPT。此外，顾客 还可以从第三方卖家处购买商品，进一步丰富了购物选择。 除了为消费者提供便利，沃尔玛和OpenAI还在联合创建一个认证计划，以培训员工在工作中有效地使 用人工智能。这一计划旨在提升员工对人工智能技术的理解和应用能力，从而更好地服务于客户。（青 云） ...

Group 1: Hong Kong Stocks - Lao Pu Gold (06181) rose over 5%, with Morgan Stanley reaffirming an "overweight" rating due to clear brand value enhancement trends [1] - Pop Mart (09992) increased over 3%, as Apple CEO received a special gift, and Labubu is expected to become a world-class cultural IP brand [1] - Jitu Express-W (01519) rose over 3%, reporting strong growth in parcel volume in Southeast Asia and new markets for Q3 2025 [1] - Guoquan (02517) surged over 10%, with improved restaurant sentiment and expectations for Q4 store openings [1] - Geely Automobile (00175) increased over 4%, with Geely Holding Group's quarterly sales surpassing 1 million units for the first time [1] - Rongchang Bio (09995) rose over 3%, as the application for the marketing of Tai Tasi Pi for IgA nephropathy treatment was accepted and prioritized for review [1] - Mixue Group (02097) rose over 6%, with Mixue Ice City beer trending on Weibo, and institutions optimistic about the company's brand expansion [1] - Jinli Permanent Magnet (06680) fell over 1%, despite a projected net profit increase of over 157% for the first three quarters [1] - Bilibili-W (09626) rose over 3%, officially launching a "Double 11" promotion and achieving deep data integration with Alibaba and JD [1] Group 2: US Stocks - Navitas Semiconductor (NVTS.US) surged 26.08%, with advancements in 800VDC GaN and SiC power devices [3] - Ericsson (ERIC.US) rose 20.56%, reporting a net profit of 11.15 billion SEK for Q3, nearly doubling year-on-year and exceeding analyst expectations [3] - Tesla (TSLA.US) fell 1.53%, as the NHTSA announced an investigation into approximately 2.88 million Tesla vehicles equipped with "full self-driving" systems [3] - PayPal (PYPL.US) rose 0.42%, but Goldman Sachs downgraded its rating to "sell" due to margin pressures and a slowing growth path for 2026 [3] - BP (BP.US) fell 1.75%, with expectations of increased profitability driven by upstream production growth and refining margins [3] - Intel (INTC.US) dropped 4.27%, as Bank of America downgraded its rating from "neutral" to "underperform," maintaining the target price at $34 [3] - Target (TGT.US) rose 1.85%, with D.A. Davidson lowering the target price from $115 to $108 while reiterating a "buy" rating [4] - Albertsons (ACI.US) surged 13.63%, reporting Q2 FY2025 revenue of $18.9158 billion and adjusted EPS of $0.44, exceeding expectations [4] - Arm (ARM.US) fell 2.20%, as OpenAI announced a strategic partnership with Broadcom to develop custom AI chips and network systems [4] - Walmart (WMT.US) rose 4.98%, collaborating with OpenAI to allow consumers to browse and purchase Walmart products directly through ChatGPT [4]

OpenAI的合作伙伴并不仅限于芯片制造商。该公司还在与包括Etsy(ETSY.US)和Shopify(SHOP.US)在内 的企业试点开展应用程序与电商平台整合项目。 瑞银分析师Michael Lasser在一份客户报告中写道，鉴于ChatGPT的用户规模不断扩大，沃尔玛与 OpenAI合作的这一举措可能"创造重大机遇"。截至9月，ChatGPT的周活跃用户已达到7亿。 沃尔玛(WMT.US)周二美股上涨近5%，收于107.21美元的历史新高，原因是该公司成为最新一家宣布与 OpenAI建立合作关系的企业。沃尔玛表示，顾客将能够通过ChatGPT平台使用"即时结账"功能直接购物 和购买商品。此外，在沃尔玛主网站以及山姆会员店网站上，顾客也可以通过搜索栏与ChatGPT进行对 话式互动。 沃尔玛首席执行官Doug McMillon在一份新闻稿中表示："多年来，电子商务购物体验主要由一个搜索栏 和一长串商品结果组成。这一切即将改变。未来将出现一种原生的AI购物体验，它是多媒体的、个性 化的、并具有情境感知能力。"OpenAI联合创始人兼首席执行官Sam Altman则表示，这家AI初创公司对 与沃尔玛合作感到" ...

山海香泥核挑蛋糕吃出 # Holly 0 形似松子仁,一端有螺纹金属部件 n General The Property al I / Mong 3 10月14日,有上海网友发布视频称, 自己在上海的山站含贡献官外高清尾的 0:00 / 0:13 齐鲁晚报消息，10月14日，有上海网友发布视频称，自己在上海的山姆会员商店外高桥店购买的枣泥核 桃蛋糕中，吃出了一颗牙齿。视频画面显示，这颗牙齿状异物形似松子仁，一端有带螺纹的金属状部 件。 视频中的产品标签显示，这款名为"MM枣泥核桃蛋糕"的产品生产日期为10月10日，价格为27.8元。 原标题：山姆枣泥核桃蛋糕吃出"一颗牙"？客服回应：很惊讶，已反馈工厂排查 编辑：陈璐 责编：王光建 审核：张松涛 10月14日晚，齐鲁晚报·齐鲁壹点记者致电山姆会员商店外高桥店，关于枣泥核桃蛋糕吃出异物一事， 接电话的客服工作人员称已接到投诉。"我们也很惊讶，加工过程中，工人的穿戴、卫生非常严格，此 事已经反馈给工厂进行核实排查"。这名工作人员表示，正常购买的商品是没有问题的，可放心食用。 ...

Market Overview - The stock market showed mixed results amid escalating tensions between the U.S. and China, with President Trump accusing China of an "Economically Hostile Act" regarding soybean purchases, leading to a decline in major indexes [1] - The Dow Jones Industrial Average increased by nearly 0.4% to close at 46,270.46, while the S&P 500 decreased by about 0.2% to 6,644.31, and the Nasdaq fell roughly 0.8% to 22,521.70 [1] Company Highlights - **Walmart Inc. (NYSE:WMT)**: Shares rose by 4.98% to close at $107.21, matching its 52-week high. Walmart announced a collaboration with OpenAI to integrate ChatGPT into its shopping experience, enhancing customer convenience [2] - **Nova Minerals Ltd. (NASDAQ:NVA)**: The stock surged by 110.30% to close at $71.84, reaching a 52-week high of $81.40. The company was invited by the Australian Ambassador to discuss its Estelle Gold and Critical Minerals Project, emphasizing its strategic importance [3] - **Astera Labs Inc. (NASDAQ:ALAB)**: Shares dropped by 19.03% to close at $161.55, with a 52-week high of $262.90. The company joined Arm Holdings' Total Design ecosystem to accelerate custom AI chip development [4] - **Trilogy Metals Inc. (NYSE:TMQ)**: Experienced a 61.59% increase, closing at $10.60, with a 52-week high of $11.29. The company benefited from increased focus on rare earth minerals amid U.S.-China trade tensions [5] - **Stellantis N.V. (NYSE:STLA)**: Shares fell by 2.56% to close at $9.91, with a 52-week high of $14.28. The automaker announced a $13 billion investment to expand its U.S. operations over the next four years [6]