Amazon.com Inc (AMZN)
Amazon's $200bn AI bet spooks investors as shares tumble 10%
Tech giants pour record sums into artificial intelligence as markets demand clearer returns Amazon.com Inc's (NASDAQ:AMZN) share price plunged more than 10% in after-hours trading on Thursday, erasing $250 billion from its market value, after the company unveiled plans to spend a record $200 billion this year, largely on artificial intelligence. The e-commerce and cloud computing group said the investment (up sharply from $125 billion in 2025) would focus on AI systems, semiconductor chips, robotics and satellite infrastructure.
Why Amazon's CEO is ‘confident' with $200 billion spending plan
Amazon CEO Andy Jassy told investors that he's "confident" the company will see a return on its massive investments in artificial intelligence. The company boosted its 2026 capital expenditures to $200 billion, with most of the spending going to data centers.
Amazon Q4 Results Show Agentic Shopping Push Beyond AI Spending
Amazon's Q4 earnings call on Thursday (Feb. 5) produced the number everyone repeated: CEO Andy Jassy said Amazon expects to invest about $200 billion in capital expenditures in 2026, “predominantly in AWS,” to add capacity for AI and core cloud workloads. But the call wasn't only an AI-capex story.
Amazon's blowout $200 billion AI spending plan stuns Wall Street
Amazon plans $200 billion in capex this year, far more than Wall Street expected. AWS revenue growth picked up, but Amazon's profit forecast was a little light.
CNBC Daily Open: Amazon's projected capex dwarfs that of its peers — which have already spooked markets
Trump would decide on investigations over Fed chairs: Bessent. U.S. layoffs in January hit their highest level for the start of a year since 2009.
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.
