Walmart stock jumps on Google Gemini checkout, Wing drones and Nasdaq-100 countdown
New York, Jan 12, 2026, 11:16 EST — Regular session Walmart shares jumped 3.3% to $118.36 by late morning Monday, beating a mostly flat market. Investors reacted to new news highlighting AI-powered shopping and quicker delivery options. Walmart’s selling point is speed and stickiness. The retailer wants shoppers to stay within its checkout system, even if they find products elsewhere, and aims to deliver quickly enough that convenience feels routine rather than a one-off treat. The timing is critical since Walmart will join the Nasdaq-100 on Jan. 20, taking AstraZeneca’s spot, the exchange operator announced Friday. The Nasdaq-100 tracks the