Jim Cramer drops blunt call on Nvidia stock

The latest Market Talks provide insights on major players in the Technology, Media, and Telecom sectors, including Telus, Alibaba, Nvidia, and Oracle, reflecting current market trends and company performances.

Costco has removed a popular product line from its warehouse shelves, reflecting a strategic shift in its inventory management. This decision aligns with the company's ongoing adjustments to its merchandise offerings, which include both seasonal and core items aimed at enhancing customer experience.

A 37-year-old liquor and beer brand has filed for Chapter 7 bankruptcy, indicating that the company will be liquidated. This legal process allows for the sale of the company's assets under court supervision, which may lead to a new owner potentially reviving the brand, although often assets are simply auctioned off.

Verizon has announced the layoff of over 13,000 employees, marking its largest workforce reduction to date. This decision follows a significant loss of customers, prompting the company to reassess its operational strategy and make drastic changes to its workforce.

Amazon has announced a significant push into artificial intelligence infrastructure with two major investments, marking a strategic shift from its traditional retail focus to becoming a key player in the national AI landscape. This announcement was made on November 25, 2025, as the company seeks to enhance its computing capabilities.

Dan Ives of Wedbush Securities has characterized Nvidia as the 'Rocky Balboa champion' of artificial intelligence, emphasizing the company's ability to meet soaring demand despite competition from Google. Ives expressed confidence in Nvidia's market position during an appearance on Bloomberg Surveillance.

JPMorgan has issued a surprising price prediction for the S&P 500 for 2026, indicating a bullish outlook for the index. This forecast aligns with a broader trend of optimism in the stock market, as various sectors are showing signs of recovery and growth.

A global rally in stock markets has commenced, yet Nvidia's performance has been a point of contention, with investors largely ignoring the company's strong earnings report. Despite reporting record revenues of $57 billion, Nvidia's stock faced a selloff, reflecting a disconnect between its financial success and market sentiment.