Walmart (WMT)'s Giving Great Competition to Amazon, Says Jim Cramer

We recently published 10 Stocks Jim Cramer Talked About.  Walmart Inc. (NASDAQ:WMT) is one of the stocks on Jim Cramer talked about.

Supermarket giant Walmart Inc. (NASDAQ:WMT) is one of Jim Cramer’s favorite stocks. Throughout 2025, the CNBC TV host reiterated his opinion that, along with Costco, it had played an important role in keeping prices low for American consumers. Bernstein kicked off the year on a strong note for Walmart Inc. (NASDAQ:WMT) as it increased the share price target to $129 from $122 and kept an Outperform rating on the shares. The financial firm pointed out that medium to high-income consumers are likely to remain in a stronger position in 2026. A TD Cowen analyst speaking to CNBC also took a similar tone to Walmart Inc. (NASDAQ:WMT)  as Cramer. The analyst pointed out that the retailer’s strategy of competing with Amazon is nicely shaping up. Here are Cramer’s thoughts on the matter as he discussed the retailer partnering with Google for Gemini:

“Absolutely and I think that this is something they already have with ChatGPT. Obviously, Gemini continues to, I think, gain strength. You want to have the same kind of deal that they have with ChatGPT. Which is a more intuitive ordering system, kind of like Amazon, literally, I think people would say this is better than Amazon in some ways. Because, I have to tell you, Gemini reaches the point very quickly, where you want to buy it, buy something from Walmart. Walmart also added to the NASDAQ-100, replaces Astrazeneca. David, not a lot of money is indexed to the NASDAQ-100 but people are still buying it in part because of that. Stock was up five at one point which is pretty ridiculous. But it just reminds me David, there is going to be an economic component, a commerce component to the ChatGPT and to Gemini that actually is going to be very valuable for the customers, very valuable for Walmart, and of course, extremely valuable for Gemini and ChatGPT.”

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Disclosure: None. This article is originally published at Insider Monkey.