Amazon.com Inc (AMZN)
Amazon shares tumble as $200B AI spending spree rattles investors
CEO Andy Jassy struck a defiant tone in the company's conference call to discuss results, swiping at competitors and boasting about AWS's many new offerings.
Market Indexes Scuba Dive on "Risk-Off" Fears
Market indexes scuba-dived today: went below the surface and stayed there, across the board.
Amazon Q4: Mixed Report, Scary Guide, But Now A Buy (Rating Upgrade)
After a 3-month hiatus, I am resuming accumulation of Amazon in light of its Q4 2025 report and the subsequent stock dip. While Amazon missed EPS expectations slightly, Q4 revenue and Q1 outlook beat estimates. Despite a $200B 2026 CAPEX guide and negative near-term free cash flow projection, AMZN's dominance in cloud, ads, and retail supports long-term investments in AI.
Amazon.com, Inc. (AMZN) Q4 2025 Earnings Call Transcript
Amazon.com, Inc. (AMZN) Q4 2025 Earnings Call Transcript
Here's What Key Metrics Tell Us About Amazon (AMZN) Q4 Earnings
While the top- and bottom-line numbers for Amazon (AMZN) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Amazon: Strong Business, Worsening Risk/Reward (Downgrade)
I am reducing my Amazon (AMZN) exposure by over 50% due to deteriorating risk/reward after recent earnings. AMZN's $200B capex plan through 2026 and sharp FCF drop raise concerns about AI investment returns and cash flow visibility. Despite revenue and AWS strength, AMZN missed EPS estimates and guided Q1 operating profit below consensus, fueling negative sentiment.
Amazon Plans Its Own Big Boost In AI Spending. The Stock Is Tumbling.
Amazon has big AI spending plans. That isn't helping its stock.
Amazon (AMZN) Lags Q4 Earnings Estimates
Amazon (AMZN) came out with quarterly earnings of $1.95 per share, missing the Zacks Consensus Estimate of $1.98 per share. This compares to earnings of $1.86 per share a year ago.
Amazon: Gigantic $200 Billion Spending Plan Sends Shares Lower
Amazon.com reported solid Q4 revenue growth, reinforcing its position as a leading e-commerce and cloud services provider. My previous caution on AMZN's valuation persists, as current fundamentals do not yet justify a bullish stance. AMZN will spend massively on a wide range of investments next year, free cash flow will likely take a hit.
Amazon earnings: Why the stock is sinking
E-commerce giant Amazon released its fourth quarter earnings results after Thursday's closing bell, just missing Wall Street's forecast for adjusted earnings ($1.95 per share vs. estimates of $1.96) while topping net sales expectations ($213.39 billion vs.
Amazon's Q4: This Drop Is A Gift For Shareholders (Upgrade)
Amazon.com, Inc. is upgraded to a strong buy after a ~9% post-Q4 drop, despite solid quarterly results and robust long-term growth prospects. AMZN's AWS growth lagged peers but still exceeded estimates; heavy CapEx signals management's conviction in future opportunities, especially in AI and custom chips. Margin expansion and a favorable revenue mix—advertising, AWS, and subscriptions—support a compelling long-term investment case.
Amazon and Google are winning the AI capex race — but what's the prize?
Sometimes, it can seem like the AI industry is racing to see who can spend the most money on data centers. Whoever builds the most data centers will have the most compute, the thinking goes, and thus be able to build the best AI products, which will guarantee victory in the years to come.
