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Walmart's New Vertical, Hertz Earnings & Jim Cramer's Bank Pick

GameStop shares could be in for a rough morning after Walmart announced it would begin accepting used video games for store credit, and that it would also start selling refurbished video games--a sweet spot for GameStop's business. Hertz earnings are expected to come out--will that, and its spin-out deal, be enough to appease Carl Icahn? And Jim Cramer has one pick that he's taking to the bank--see where he's betting a robust M&A cycle in 2014 will pay off.