These two retail giants have been headed in opposite directions lately.
Walmart (WMT 1.51%) was once the 800-pound gorilla in U.S. retail, and Amazon (AMZN +2.59%) was the young disruptor with its e-commerce business. Today, Amazon’s worth more than twice as much as Walmart.
Much of Amazon’s value stems from its cloud computing segment, Amazon Web Services (AWS), which has benefited from the growing demand for artificial intelligence (AI) compute in recent years. But investors have sold off Amazon shares amid fears that its $200 billion capital expenditure budget for 2026 won’t deliver the return on invested capital needed to justify the massive expense. Meanwhile, Walmart’s stock price has climbed as investors see it as largely insulated from the impact of AI. The stock’s momentum carried the company’s valuation past the $1 trillion milestone this month.
With the stocks headed in different directions, investors may be wondering which is the better buy right now.
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https://www.fool.com/investing/2026/02/22/walmart-vs-amazon-which-trillion-dollar-stock-is-a/
