Amazon.com Inc (AMZN)
What Moved Markets This Week
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Breaking Down Mag 7 Earnings: Good or Bad?
Amazon AMZN missed EPS estimates in its December-quarter report, but the business is otherwise literally firing on all cylinders.
Buy the Dip in Amazon Stock After Mixed Q4 Results & CapEx Concerns?
In the aftermath of its Q4 post-earnings selloff, Amazon stock is trading near its cheapest P/E valuation in a decade.
Tech AI spending may approach $700 billion this year, but the blow to cash raises red flags
Tech's megacaps announced major increases in capex for 2026, with the four hyperscalers now expecting combined spending of close to $700 billion. Reaching those numbers is going to mean a big drop in free cash flow, with Amazon projected to turn negative this year.
Amazon's $8 billion Anthropic investment balloons to $61 billion
Amazon's Anthropic stake is now valued at $60.6 billion, a seven-fold increase. Amazon has invested $8 billion in Anthropic so far.
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.
