Ben Gran, The Motley Fool
Thu, February 26, 2026 astatine 8:05 AM CST 4 min read
Tech stocks are going done unsteady times. In the past year, the tech-heavy Nasdaq-100 scale has hardly outperformed the S&P 500 index. Investors are anxious astir the skyrocketing costs of superior expenditures by large AI companies, portion besides disquieted that AI could drastically disrupt the concern models of bundle companies. The iShares Extended Tech-Software ETF, which holds a handbasket of North American exertion and bundle stocks, is down astir 19% successful the past year.
If you're skeptical astir large artificial quality stocks oregon privation a antithetic mode to put your wealth distant from the AI-driven tech sell-off, the world's largest retailer mightiness beryllium a bully choice. Walmart (NASDAQ: WMT) shares are up astir 30% successful the past year, astir doubling the instrumentality of the Nasdaq-100, and powerfully outperforming large tech stocks similar Meta Platforms, Microsoft and Amazon.
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Is Walmart a tech banal now? Here are a fewer large reasons wherefore Walmart mightiness beryllium a coagulated prime for tech banal investors successful 2026 and beyond.
One mentation astir what's happening successful the system and banal marketplace close present is that today's starring AI stocks mightiness not yet beryllium the biggest winners from the technology. Instead, different companies that successfully follow AI could find ways to usage the tools to beryllium much profitable.
Walmart mightiness beryllium a cleanable illustration of a institution that embraces AI to thrust efficiencies and income increases. The institution has precocious announced partnerships with OpenAI and Alphabet's (NASDAQ: GOOG)(NASDAQ: GOOGL) Google Gemini to make AI-assisted buying experiences. These AI partnerships mightiness already beryllium seeing results.
On the company's latest net telephone connected Feb. 19, executives said that Sparky, Walmart's AI buying assistant, is already boosting income results. Company executives reported that customers who prosecute with the Sparky AI adjunct acquisition an mean bid measurement astir 35% higher than customers who don't usage the AI tool.
Why are AI tools similar Sparky truthful important for e-commerce? Because AI helps companies similar Walmart amended recognize what customers want. And agentic AI helps customers find what they privation faster and makes the acquisition determination easier.

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