Amazon.com Inc (AMZN)
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Amazon: The Market Is Cautious, So I'm Taking Advantage Of It (Rating Upgrade)
Amazon.com, Inc. (AMZN) delivered robust Q4 2025 revenue growth, exceeding guidance and maintaining double-digit margins despite macroeconomic headwinds. AMZN's AWS segment accelerated to 24% growth, reinforcing its pivotal role as the company's profit engine and competitive differentiator amid intensifying cloud and AI competition. Valuation remains compelling, with AMZN trading at 31x P/E versus a five-year average of 41x, indicating significant upside potential and justifying a reiterated buy rating.
Wall Street Shook by Amazon Earnings Miss and $200 Billion AI Spending Shocker
Amazon (Nasdaq: AMZN) shares tumbled after the e-commerce and cloud giant reported fourth-quarter earnings on February 5, 2026, that missed revenue expectations and unveiled a staggering $200 billion capital expenditure plan for 2026.
Trump's Tax Law Sharply Cuts Amazon's Corporate Tax Bill
Breaks for investment and research lowered the company's payments to the U.S. government.
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.
