Amazon (AMZN - Get Report) is in Walmart's (WMT - Get Report) crosshairs, according to TheStreet's Action Alerts PLUS Portfolio Manager Jim Cramer. "That's quite a difference from what we're used to," Cramer said. 

Walmart reported better than expected quarterly earnings on Thursday, but revenue fell short of analysts' estimates. 


Watch all of Jim Cramer's latest videos, right here: