$Amazon.com(AMZN)$ Walmart's e

$Amazon.com(AMZN)$ Walmart's earnings beat is a strong indicator of consumer confidence and spending resilience, which should provide a positive tailwind for retailers across the board, including Amazon.

both companies could benefit, with Amazon seeing additional upside from its diverse revenue streams like AWS. Retailers as a whole might ride this wave, but Amazon's broader ecosystem could make it an even bigger winner.

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