Is Walmart (WMT) The Best Defensive AI Play? Jessica Inskip Comments

By Fahad Saleem | October 28, 2025, 8:21 AM

We recently published 10 Stock News You Can’t Miss As Investors Watch AI Trade Momentum. Walmart Inc (NYSE:WMT) is one of the stock news you can't miss.

Jessica Inskip from StockBrokers commented on Walmart Inc (NYSE:WMT)-OpenAI deal in a recent program on Schwab Network. The analyst is bullish on the stock amid the company’s AI execution and stability.

Walmart recently signed a deal with OpenAI to allow shoppers to make faster purchases directly through ChatGPT.

“That headline is absolutely what caught my attention. They’re bridging AI innovation with everyday retail execution. And as I’m thinking about transformative AI and we’ve talked about the internet of all things and how it integrates into e-commerce, it’s agentic e-commerce. So this is a wonderful example of that. This enhances operational efficiency, customer engagement, but Walmart also has a disciplined pricing strategy which preserves its brand trust and additionally it has a low beta. It’s about 0.6 and a strong balance across categories. So it gives it really Walmart’s a defensive growth play that can be stable in volatility because of the lower beta, but it has innovative and execution with that OpenAI partnership,” Inskip said.

 

While we acknowledge the potential of WMT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

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