The agentic commerce stack and the stocks positioned to capture it

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Amazon‘s (AMZN) Rufus can now buy things for you. OpenAI‘s ChatGPT has a checkout built in. Walmart‘s (WMT) Sparky is moving from recommendations to transactions.

One by one, the biggest companies in the world are crossing the same line: from AI that advises to AI that acts.

Now Mastercard (MA) has built the road for all of them to drive on.