Walmart (WMT) Bets On Streaming Ads. Can The Stock Catch Up?

Taylor Farms said it is recalling certain products sold at Target and Walmart in Florida after fresh jalapeños were linked to a multistate salmonella outbreak. The FDA and CDC are investigating, and the possible source was traced to a grower in Sinaloa, Mexico, supplying Coast Citrus Distributors. Taylor Farms says it stopped sourcing from that grower and will use alternative suppliers.

Taylor Farms recalled prepared salsa and guacamole containing jalapenos sold via retailers including Walmart, Kroger, Whole Foods, Target, Trader Joe’s and Hannaford, citing potential salmonella contamination. The recall followed Coast Citrus Distributors’ pepper recall. CDC and FDA are investigating an outbreak with 345 illnesses in 27 states. Taylor also faces prior cyclosporiasis scrutiny.

A proposed Illinois class action says Walmart allegedly stores customers’ voiceprints from calls to its automated interactive voice system without written notice, violating the Illinois Biometric Information Privacy Act. The suit was filed for Amber Smith, who called a local Walmart store in Dec 2025 and July 2026. A separate Illinois case also alleges unauthorized voiceprint handling.

The U.S. Supreme Court invalidated Trump IEEPA tariffs, leaving the administration to refund about $166 billion. By Aug. 4, refunds exceeded $100 billion. Apple received $2.19 billion, Amazon $600 million, and others including Walmart ($2.4B), Ford ($1.3B), GM ($500M), and Costco (~$2B) are expected to receive large checks. New Section 301 tariffs may affect prices.

The U.S. Supreme Court invalidated President Trump’s “Liberation Day” tariffs under the IEEPA. According to U.S. Customs and Border Protection, about $100 billion in tariff refunds, including interest, has been certified and sent to Treasury for disbursement. CBP collected about $166 billion, and refunds are flowing to importers such as Nike, Walmart, Apple, Ford, Nintendo, and Amazon.

Constellation Energy (CEG) said it signed 920 MW of long-term power purchase agreements in Q2, including a 176 MW deal with Walmart (WMT) for two 15-year terms starting in 2029 and 2030. CEG reported Q2 adjusted earnings of $2.55 per share versus $1.91 a year earlier and guided 2026 base EPS of $11.50 to $12.50, projecting 20% annualized growth through 2029.