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Walmart Inc. (WMT) Is Experiencing A Weird Tariff Perception, Says Jim Cramer

We recently published 11 Fresh Stocks On Jim Cramer’s Radar. Walmart Inc. (NYSE:WMT) is one of the stocks Jim Cramer recently discussed.

Walmart Inc. (NYSE:WMT), America’s largest brick-and-mortar retailer, has seen its shares gain a modest 6.9% year-to-date. The modest gains are partly driven by a 6.3% dip in August. Walmart Inc. (NYSE:WMT)’s shares fell after the firm struggled with profitability during its second quarter. While its $177.4 billion revenue beat analyst estimates, earnings per share of $0.68 missed estimates of $0.74 by quite a hefty margin. During the earnings, Walmart Inc. (NYSE:WMT)’s CEO warned that as the firm ran through its inventories and started to order again, it might see the impact of tariffs. The tariff impact is likely to be felt on the bottom line. Cramer discussed Walmart Inc. (NYSE:WMT) in the context of tariffs as well:

“People perceive them as not having a, of eating some, but not all of the tariffs. Now everybody else had the same thing, but somehow they got hit with that idea and I thought it wasn’t right.”

Here are his previous thoughts about Walmart Inc. (NYSE:WMT):

“Yeah and John David Rainey came over. Now John David, I’ve known him for many, many years. The CFO. And senior vice president. And I was concerned by the Walmart, their response about Amazon. Because Amazon, the Journal caught them raising prices. Now I’m trying to find out whether that’s [inaudible] but he said Walmart has not. And I think Walmart is, Walmart and Costco are the two great inflation fighters now. And I think that it’s, Walmart has a couple of, there was 200 million in shoppers. So, for them to hold down prices. . . and if we had an honest CPI, then you would have to question some of the prices that are up if they shop at Walmart. Because they didn’t increase the prices.

“Well CPI is all these different element of food. And you know, I think it matters where you shop. If you shop at Walmart. . .Then you know that things didn’t go up. Look you’re eyes are not lying. So anyway I think it’s great to hear from John David Rainey that the largest chain that you buy food did not raise things. . . remember there’s a Walmart every two minutes away from you. So i salute Walmart and I think that this is terrific.”

While we acknowledge the risk and potential of WMT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than WMT and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

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

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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