Amazon.com Inc (AMZN)
Amazon's shares fall after announcing plan to increase capital spending by 60%
Amazon sales surged 14% during the fourth quarter, helped by strong holiday spending and a better-than-expected growth in its prominent cloud computing unit.But shares fell 11% in after hours trading on Thursday as investors appeared to be spooked by the Seattle-based tech company's plans to increase capital spending by nearly 60% to $200 billion from last year's $128 billion as it sees opportunities in artificial intelligence, robots, semiconductors and satellites. The company's fourth-quarter profits also were slightly below analysts' projections.Wall Street analysts were expecting capital spending to rise to around $147 billion this year, according to FactSet.Amazon's CEO Andy Jassy told investors on the call following the earnings release that it anticipates strong long-term return on the invested capital.
Amazon's Earnings Miss Was Small, But the Market's Message Wasn't
An 11% drop in Thursday, Jan. 5's after-hours session tells you most of what you need to know about how the market received Amazon.com Inc.'s NASDAQ: AMZN latest earnings report. In an already fragile week for equities, and tech stocks in particular, Amazon's results gave investors little reason to be forgiving.
Amazon Q4 Earnings Miss Estimates, Shares Slide on $200B Capex Plan
AMZN tops Q4 revenue estimates as AWS growth reaccelerates to 24%, but shares slide after guidance and a $200 billion 2026 capex plan spook investors.
Amazon faces capex risk as analysts weigh up $200B spending plan
Amazon.com Inc (NASDAQ:AMZN) shares fell more than 7% to about $205 on Friday following the company's fourth quarter earnings report, as investors digested the $200 billion capital expenditure plan and disappointing first quarter margin guidance. While AWS and retail results impressed, analysts from Jefferies, Wedbush, and Bank of America warned that Amazon's towering capital expenditures could keep investors on edge.
Amazon Leverages New Tax Laws to Fuel AI Buildout
New tax laws around research and capital investment reduced Amazon's U.S. corporate income taxes by more than half in 2025, even as the company's profits rose, the Wall Street Journal reported Friday (Feb. 6). Amazon's current U.S. taxes declined from $9 billion to $1.2 billion, and its federal income taxes paid on a cash basis dropped from $7 billion to $2.
AMZN Plummets Amid AI Spending Plans, Earnings Miss
Amazon.com Inc (NASDAQ:AMZN) reported a fourth-quarter earnings miss after yesterday's close and predicted $200 billion in capital expenditures for 2026 -- an over 50% increase from last year -- amid plans to "aggressively invest" in AI.
Amazon: CapEx Shock
Amazon.com, Inc. delivered strong Q4 results, driven by robust e-commerce and accelerating AWS growth. Shares dropped off 10% after earnings as investors were shocked by AMZN's $50B CapEx guidance increase. AMZN AWS posted 24% year-over-year growth, up 4 PP vs. Q3 '25, and positioning the segment for ~$180B in FY 2026 revenues, assuming ~25% Y/Y growth. AWS growth acceleration and surging cloud profitability are two reasons why investors should buy the price correction.
Amazon: This Dip Is Your Golden Buying Opportunity (Earnings Review)
Amazon dropped over 11% post-Q4, driven by aggressive CapEx guidance and EBIT outlook below consensus. I maintain a buy rating, viewing the selloff as an overreaction given AWS's accelerating 24% growth and strategic AI infrastructure investments. Project Kuiper's commercial rollout and workforce automation plans could improve margins and diversify revenue streams beyond AWS in the coming years.
Amazon: All In On AI And AWS, Digging Into The $200B Capex Shocker
Amazon.com, Inc. is rated a Buy, with shares seen as undervalued despite recent volatility and technical headwinds. AMZN's aggressive AI-driven capex, projected at $200 billion by FY 2026, pressures free cash flow and margins but is expected to be earnings-accretive given AWS demand. Q4 results showed AWS growth of 24% YoY and a revenue beat, but profitability faces near-term risks from high investment and macroeconomic uncertainty.
Amazon Q4: Topping The AI Spending Race, Shares A Hold
Amazon.com, Inc. released its Q4 results, which came in mixed, with a beat on the topline and a miss on earnings. The AMZN standout was the CAPEX plans for 2026 in the amount of +$200B. This mirrors the hefty spending plans announced by both Meta Platforms and Google Parent, Alphabet. The AMZN share declines also mirror the activity elsewhere in the market.
Amazon's stock drops as investors question whether $200 billion can buy an AI edge
It's not just that Amazon is pouring tons of money into capital expenditures, notes an analyst. It's that the company seems to be playing defense.
Amazon Drops on Mixed Q4 & Capex Outlook: Buy the Dip With ETFs?
Amazon AMZN shares plunged about 10% in extended trading on Thursday after the company reported mixed fourth-quarter results and announced a higher capital expenditure outlook for 2026.
