Walmart had held the title as the biggest company by annual revenue since 2009.

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Micron offers a key component for all artificial intelligence (AI) chipmakers, giving it direct exposure to the AI buildout. Amazon continues to deliver impressive growth in cloud computing, online ads, and other segments despite a sluggish stock performance.

Amazon.com, Inc. is approaching intrinsic value, but I maintain a Hold rating as it is not yet a clear bargain. AMZN's high capital expenditures, projected at $200 billion for 2026, risk negative free cash flow and weigh on near-term valuation. Growth is slowing to low teens, but AWS and custom AI silicon (Trainium) underpin long-term double-digit growth potential.

AI Will Completely Transform Amazon

Amazon's latest round of layoffs in January eliminated several hundred employees in New York, The Post has learned.

Walmart's earnings came out this morning, with holiday sales beating expectations and e-commerce hitting record highs. Arun Sundarum breaks down which retailers are positioned to outperform in 2026—even as Amazon takes the revenue lead.

Amazon.com, Inc.'s price drop YTD exceeds the tech, AI, and consumer discretionary sectors. There are good reasons for the trend. While AMZN's full-year 2025 results weren't bad at all, projections based on them invite diffidence, as net income growth and free cash flow can both turn negative now. The stock's high market multiples compared with the tech and AI sectors aren't competitive either. While AMZN stock surprised on the upside in 2025, can it do the same now?

Amazon has dethroned Walmart as the company with the largest annual revenue. The shuffle, while largely symbolic, underscores the retail rivalry between the companies, particularly as Walmart riffs off Amazon's playbook by chasing alternate revenue streams like advertising.