Cramer’s Mad Dash: Walmart

Watch on YouTube ↗  |  January 12, 2026 at 14:48  |  2:44  |  CNBC
Speakers
Jim Cramer — Host, Mad Money
David Faber — Anchor, Squawk on the Street / Media Analyst

Summary

Jim Cramer and David Faber discuss Walmart's new Gemini partnership and its growing AI/e-commerce push, with Cramer arguing Walmart is a legitimate challenger to Amazon because of its delivery and drone capabilities, balance sheet, and nationwide footprint. They note Walmart's Nasdaq-100 inclusion and mixed implications for Amazon, whose stock weakness may reflect retail competition rather than AWS. The segment also touches on AI-commerce benefits for Gemini, ChatGPT, and OpenAI, then ends with an incomplete discussion of Meta and sovereign wealth.

  • Walmart announced a partnership with Gemini, adding to its existing ChatGPT integration.
  • Cramer says Walmart's e-commerce and drone delivery efforts are ahead of Amazon.
  • Cramer calls Walmart a legitimate Amazon challenger with a strong balance sheet and broad footprint.
  • Walmart's addition to the Nasdaq-100 replaced AstraZeneca and generated some buying interest.
  • Cramer thinks Amazon's market disappointment is tied to Walmart competition, not AWS weakness.
  • David Faber notes the AI commerce opportunity could matter for OpenAI's profitability.
  • The segment briefly raises Meta and sovereign wealth before ending.
Ideas
Jim Cramer Host, Mad Money 0:26
Walmart AI commerce challenges Amazon.
Walmart's new Gemini partnership, following its existing ChatGPT integration, creates a more intuitive ordering and AI-commerce opportunity; its e-commerce and drone delivery capabilities are ahead of Amazon's, it has a strong balance sheet and nationwide footprint, and it is a legitimate challenger to Amazon. Its Nasdaq-100 addition is also adding some incremental buying interest.
WMT HIGH
Jim Cramer Host, Mad Money 1:43
Walmart pressures Amazon retail; AWS remains strong.
Amazon's recent market disappointment is directly tied to Walmart's strong e-commerce and delivery push rather than a weak AWS; AWS remains strong, but Walmart is now a legitimate challenger and is pressuring Amazon's retail story.
AMZN MED
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This CNBC video, published January 12, 2026, features Jim Cramer discussing WMT, AMZN. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jim Cramer  · Tickers: WMT, AMZN