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Analysis-AI shopping agents could threaten Amazon and Walmart’s ad business

Morgan Stanley says agents could drive 10% to 20% of US e-commerce by 2030 as retailers race to control ad spending and checkout flows.

Summary by WTVB
By Juveria Tabassum, Nicholas P. Brown and Arriana McLymore Nov 4 (Reuters) - The rise of AI-led shopping is posing a conundrum for retailers like Walmart and Amazon: how to enable AI agents to shop on their websites, without threatening their lucrativ...

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CNN Brasil broke the news in São Paulo, Brazil on Wednesday, November 4, 2026.
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