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2 articles
The Motley FoolThe Motley Fool··Lawrence Nga

Walmart's Digital Gamble: Can Store-Based Fulfillment Beat Amazon's Economics in 2026?

Walmart bets omnichannel strategy leveraging 4,700+ stores for fulfillment can beat Amazon, but 2026 will reveal if digital investments improve returns or merely preserve market share.
WMTAMZNcapital expendituree-commerce
The Motley FoolThe Motley Fool··Scott Levine And Lee Samaha

Oracle's $300B OpenAI Bet Backfires: Stock Plunges 55% Amid AI Capex Concerns

Oracle stock plunged 55% after its $300B OpenAI deal, as massive AI capex ($50B in 2026) and historically weak returns on invested capital raise profitability concerns.
ORCLORCLpDstock declinedata centers