Amazon has surpassed Walmart as America's largest company by revenue, with nearly 80% of its income from e-commerce. Its North America e-commerce revenue rose 6% to $112.8 billion, with operating income up 82%, outpacing AWS cloud growth. However, Amazon's market value largely depends on its AWS cloud and AI ambitions, which face challenges like data center restrictions and rising costs amid a price war. The holiday season boosts e-commerce revenue, but Amazon's future hinges on balancing its cloud/AI investments and maintaining stable retail income.
As of November 4, 2026, Amazon (AMZN) trades at USD 271.22, nearing its 52-week high of USD 284.02, with a strong 1-day gain of 8.19% on Pluang, reflecting heightened investor interest possibly linked to its e-commerce growth. In contrast, Walmart (WMT) is priced at USD 128.76, closer to its 52-week high of USD 134.20 but with a more modest 1-day increase of 3.12%. Despite Amazon's larger market cap of $2.71 trillion compared to Walmart's $990.61 billion, Pluang users show a higher sell activity for Walmart (82%) than Amazon (70%) as of the same time.
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