ByWalmart hits a record high as it partners with OpenAI to let users shop directly inside ChatGPT using videos, images, and instant checkout. Analysts say the move could redefine AI-driven commerce.
Walmart Hits Record High After Announcing Partnership With OpenAI to Enable ChatGPT Shopping
November 4, 2025 — New York: Walmart shares surged 5% today, closing at a record high after the retail giant announced a major partnership with OpenAI. The collaboration will allow customers to shop directly within ChatGPT, marking a significant step in the evolution of AI-powered commerce.
Under the new integration, ChatGPT users will be able to browse Walmart products through interactive conversations that include images, videos, and direct purchase links. Using a tool called Instant Checkout, shoppers can complete purchases seamlessly without leaving the chat interface.
Despite the partnership, OpenAI emphasized that Walmart will not receive preferential placement in search or product recommendations. “Product results remain organic and unsponsored, ranked purely by what’s most relevant to the user,” an OpenAI spokesperson told CNBC’s Mackenzie Sagalas.
The move also signals a new phase in OpenAI’s business model. Until now, revenue primarily came from ChatGPT subscriptions, but this integration introduces a merchant fee structure similar to Apple’s App Store — with terms negotiated individually for each partner.
Investors responded enthusiastically to the news. Walmart’s market capitalization rose by about $41 billion, marking its second-strongest session of the year, surpassed only by April 9th’s rally following a rollback in U.S. trade tariffs.
The market reaction highlights investor confidence in the potential of AI-driven retail. Analysts say this collaboration could reshape how consumers discover and purchase products online — and poses a growing challenge to Google’s dominance in product search and advertising.
As ChatGPT continues expanding into shopping, search, and productivity tools, AI-assisted commerce could become a new frontier for both OpenAI and major retailers like Walmart.
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