Jim Cramer says there's an 'incredibly jarring gulf between stock prices and reality'

Impact · against what's priced in

Walmart's missed sales expectations and lowered guidance undermine the core retail growth assumptions baked into its valuation. Micron's AI-driven facility expansion provides a positive fundamental signal, though its impact is partially offset by broader macroeconomic volatility.

WMT−0.60: Challenges what's priced in
The price assumes: Core retail growth: 4-5% consolidated sales, Walmart US comps ~2-3% ex-fuel

Jim Cramer says there's an 'incredibly jarring gulf between stock prices and reality'

What matters in this story

Micron Is Up 221% in 2026 and Seagate Is Up 155%: Take Profits, or Hold On for the Ride?

Jim Cramer says there's an 'incredibly jarring gulf between stock prices and reality'

What matters in this story

Micron Is Up 221% in 2026 and Seagate Is Up 155%: Take Profits, or Hold On for the Ride?

How each ticker is affected

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Applied Optoelectronics Cratered 50% Over 6 Months: It's Going to Triple According to 2 Wall Street Pros

Jim Cramer says there's an 'incredibly jarring gulf between stock prices and reality'

What matters in this story

Next reads from the same story arc

Micron Is Up 221% in 2026 and Seagate Is Up 155%: Take Profits, or Hold On for the Ride?

Jim Cramer says there's an 'incredibly jarring gulf between stock prices and reality'

What matters in this story

Next reads from the same story arc

Micron Is Up 221% in 2026 and Seagate Is Up 155%: Take Profits, or Hold On for the Ride?

How each ticker is affected

Track these names every morning.

3D Systems Opens New Industrial Technology Center to Expand America's Advanced Manufacturing Capacity

$4,000 in These 4 Non-Nvidia Chip Stocks Could Be Worth This Much by 2030

Nvidia's Jensen Huang joined on stage by robot ducks as he hails Europe's AI potential

Applied Optoelectronics Cratered 50% Over 6 Months: It's Going to Triple According to 2 Wall Street Pros