Amazon.com Inc (AMZN)
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.
5 Things to Know Before the Stock Market Opens
Stock futures are rising this morning as the market looks to end a volatile week of trading on a high note; bitcoin is rebounding after sinking yesterday to its lowest level since October 2024; Shares of Amazon are sharply lower after the tech giant reported disappointing quarterly earnings and announced big AI spending plans; Stellantis shares are tumbling after the automaker said it would take about $26 billion in charges related to an overhaul of its EV business; and shares of Roblox, Reddit and Coty are all making big moves after their latest earnings reports. Here's what you need to know today.
Technical Recovery Underway, AMZN AI Costs & Bitcoin Support Test
The sustainability of Friday's bounce remains in question. Kevin Green suggests the S&P 500 (SPX) is finding temporary support at its 100-day moving average, though elevated volatility and new sellers entering the market indicate a "dead cat bounce" remains a distinct possibility.
Amazon: Why I'm Downgrading My Favorite Stock
Amazon.com, Inc. is downgraded from Strong Buy to Buy due to near-term red flags, despite strong long-term prospects in cloud, robotics, and automation. Projected $200B CapEx in 2026, up 50% YoY, raises concerns about AMZN's cash flow strain and execution risk, particularly with satellite launches and AI investments. AWS backlog surged 40% YoY to $244B, indicating robust demand, but margin expansion remains elusive and overcapacity risk looms amid AI-driven buildout.
Bitcoin's rough week, Amazon's plunge, Super Bowl ads and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
