Geopolitics Alpha

Why McDonald's is following Walmart and Amazon into the advertising business

Published . Updated .

McDonald's is following the lead of Amazon and Walmart as it starts its own media network.

Directly affected

  • WMT Walmart

    Named in this report.

  • AMZN AMAZON COM INC

    The reported development directly names AMAZON COM INC in the headline; GA resolved that company to AMZN.

Indirectly affected

  • SPY SPDR S&P 500

    The broad U.S. stock market

  • TLT iShares 20+ Year Treasury Bond

    Long-term U.S. government bonds

  • QQQ Invesco QQQ

    Large technology stocks

  • GLD SPDR Gold Shares

    Gold can move with the broad market

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
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AMZN———————
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McDonald's is following the lead of Amazon and Walmart as it starts its own media network.

Source: CNBC Top

Price since this story was published: Walmart (WMT)

Since the first closing price after “Why McDonald's is following Walmart and Amazon into the advertising business,” Walmart (WMT) is +10.38%. The S&P 500 fund (SPY) is -0.09% over the same days, a +10.47% difference versus the market.

WMT
SPY

Filings that name Walmart (WMT) around 23 Sep 2026

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Walmart (WMT)

Companies carried with this story

  • WMT Walmart

    Walmart (WMT) is linked, with no stored direction, high confidence in the 23 Sep 2026 story “Why McDonald's is following Walmart and Amazon into the advertising business.” Reason on file: The reported development directly names WALMART INC in the headline; GA resolved that company to WMT

  • AMZN Amazon Com

    In “Why McDonald's is following Walmart and Amazon into the advertising business,” Amazon Com (AMZN) is linked, with no stored direction, high confidence. Reason on file: The reported development directly names AMAZON COM INC in the headline; GA resolved that company to AMZN

Walmart (WMT)

“Why McDonald's is following Walmart and Amazon into the advertising business” (23 Sep 2026) reaches Walmart (WMT) through this story.

Walmart (WMT) is on the page because The reported development directly names WALMART INC in the headline; GA resolved that company to WMT

Amazon Com (AMZN) is here too. Its reason reads: The reported development directly names AMAZON COM INC in the headline; GA resolved that company to AMZN

Dates and price levels for Walmart (WMT)

AMZN traded between 244.75 and 263.72 across 20 sessions. The latest close on file is 262.50. WMT traded between 103.39 and 121.37 across 20 sessions. The latest close on file is 118.71.

What the saved facts support for Walmart (WMT)

21 out of 100

“Why McDonald's is following Walmart and Amazon into the advertising business” scores 21 out of 100. The score uses 1 sources, and 2 linked companies.