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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....

CNBC - 2/5/2026 9:07:29 PM More News for AMZN
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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....

New York Post - 2/5/2026 8:43:15 PM More News for AMZN
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Market Indexes Scuba Dive on "Risk-Off" Fears

Market indexes scuba-dived today: went below the surface and stayed there, across the board....

Zacks Investment Research - 2/5/2026 8:37:06 PM More News for AMZN
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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....

Seeking Alpha - 2/5/2026 8:33:31 PM More News for AMZN
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About 80% of Amazon's 2026 capex spending likely AI-related: Deepwater's Munster

CNBC's “Closing Bell Overtime” team discusses Amazon's 2026 guidance that includes $200 billion in capex spending and what other factors may be sending shares of the company lower after its latest earnings results with Gene Munster of Deepwater Asset Management....

CNBC Television - 2/5/2026 8:25:01 PM More News for AMZN
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Amazon.com, Inc. (AMZN) Q4 2025 Earnings Call Transcript

Amazon.com, Inc. (AMZN) Q4 2025 Earnings Call Transcript...

Seeking Alpha - 2/5/2026 8:14:20 PM More News for AMZN
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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....

Zacks Investment Research - 2/5/2026 8:02:06 PM More News for AMZN
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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....

Seeking Alpha - 2/5/2026 7:45:16 PM More News for AMZN
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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....

Investopedia - 2/5/2026 7:36:10 PM More News for AMZN
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AWS revenue continues to soar as cloud demand remains high

Amazon Web Services ended 2025 with its strongest quarterly growth rate in more than three years....

TechCrunch - 2/5/2026 7:11:37 PM More News for AMZN
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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....

Zacks Investment Research - 2/5/2026 7:10:40 PM More News for AMZN
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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....

Seeking Alpha - 2/5/2026 7:00:03 PM More News for AMZN
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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....

Yahoo Finance - 2/5/2026 6:58:25 PM More News for AMZN
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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....

Seeking Alpha - 2/5/2026 6:45:11 PM More News for AMZN
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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....

TechCrunch - 2/5/2026 6:43:11 PM More News for AMZN
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Amazon Plunges 9% After Hours as $200B Spending Plan Shocks Wall Street Investors

Amazon shares fell 9% after hours Thursday as the company's plan to spend $200 billion on capex in 2026—far above Wall Street's $146B estimate—sparked fears over cash flow and profitability....

FXEmpire - 2/5/2026 6:17:31 PM More News for AMZN
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Amazon Plans to Spend $200 Billion on A.I. and Other Projects This Year

The company reported a strong holiday quarter on Thursday. But its big spending on things like artificial intelligence and satellites is starting to make investors nervous....

NYTimes - 2/5/2026 6:06:57 PM More News for AMZN
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Amazon tops Q4 earnings expectations, forecasts over $200 billion in capex for 2026. 💸

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Yahoo Finance - 2/5/2026 6:06:38 PM More News for AMZN
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EARNINGS ALERT: AMZN, RDDT, FTNT

Amazon (AMZN) set the bar even higher for mega cap CapEx with projections of $200 billion for 2026. Shares of the Mag 7 giant initially sold off following the announcement and earnings miss....

Schwab Network - 2/5/2026 5:57:25 PM More News for AMZN
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Amazon Shares Plunge 7% As It Plans $200 Billion In Spending For 2026—Far More Than Expected

Amazon will host its Q4 earnings call at 5 p.m. EST, with an option to listen in on its investor relations website....

Forbes - 2/5/2026 5:50:23 PM More News for AMZN
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Amazon shares sink on earnings miss, $200B spending plan

Amazon.com Inc (NASDAQ:AMZN) shares fell as much as 10% after the company released mixed fourth quarter earnings and outlined plans to invest approximately $200 billion in capital expenditures in 2026, focusing on areas including artificial intelligence, chips, robotics, and low-earth orbit satellites. This is up from approximately $125 billion in 2025....

Proactive Investors - 2/5/2026 5:32:17 PM More News for AMZN
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Amazon Shares Plunge After Q4 Earnings Results And Aggressive 2026 AI Spending Forecast

Amazon shares plunged after the tech giant reported mixed fourth-quarter earnings and issued an aggressive forecast for 2026 spending on AI. Revenue for the October-to-December period edged Wall Street analysts' consensus estimates, rising 14% from the year-ago quarter to $213.4. Earnings per share missed the mark by a penny, coming in at $1....

Deadline - 2/5/2026 5:32:11 PM More News for AMZN
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Amazon stock sinks 10% after Q4 profit miss as Jassy signals $200B in capital spending

Amazon posted record quarterly revenue and strong cloud growth in Q4 — but its stock fell after the company revealed its capital expenditure plans for 2026....

GeekWire - 2/5/2026 5:30:51 PM More News for AMZN
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Amazon projects $200 billion in capital spending this year

Amazon.com on Thursday joined its Big Tech peers in projecting massive capital expenditures in 2026, the freshest sign yet that tech companies will not be hitting the brakes on their hefty AI investments anytime soon....

Reuters - 2/5/2026 5:05:29 PM More News for AMZN
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Live Earnings: Will Amazon Shares Soar if AWS Blows Out Q4 Expectations?

Prediction markets give Amazon 97% odds of beating earnings tonight. That's higher than any other company reporting after the bell....

24/7 Wall Street - 2/5/2026 4:24:08 PM More News for AMZN
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Amazon set to report earnings with AI spend, cloud growth, job cuts in focus

Amazon will report fourth-quarter earnings after the bell on Thursday. Investors are paying close attention to cloud growth, AI spending and the recent layoffs in Amazon's corporate workforce....

CNBC - 2/5/2026 1:00:01 PM More News for AMZN
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AWS Cloud & CapEx Key in AMZN Earnings After GOOGL Sell-Off

After Wall Street sold Alphabet (GOOGL) shares over its staggering CapEx projections, Marley Kayden points to Amazon's (AMZN) cloud and CapEx numbers as ones to watch. Also on her radar: the impact of the Mag 7 firm's recent round of layoffs....

Schwab Network - 2/5/2026 12:30:32 PM More News for AMZN
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Here's Why Amazon (AMZN) is a Strong Growth Stock

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage....

Zacks Investment Research - 2/5/2026 11:45:43 AM More News for AMZN
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Options Corner: AMZN Earnings Play

Amazon (AMZN) earnings are in the queue and ready for delivery after the closing bell. Rick Ducat pulls out the chart and shows why Amazon's symmetrical triangle formation could carry significance heading into the earnings report....

Schwab Network - 2/5/2026 11:01:33 AM More News for AMZN
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Germany claws back 59 mn euros from Amazon over price controls

Germany's competition watchdog ordered Amazon on Thursday to stop implementing price controls for retailers on its marketplace and told the US tech giant to return 59 million euros ($70 million) in what it deemed unfair gains....

TechXplore - 2/5/2026 10:20:07 AM More News for AMZN
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Amazon Fined in Germany Over Price-Filtering Tools

German antitrust officials fined Amazon.com about $70 million, saying tools it uses to filter out listings from third-party vendors were in breach of competition law....

WSJ - 2/5/2026 7:50:00 AM More News for AMZN
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Amazon is laying off thousands of workers as it closes Fresh stores. Here's the severance package it's offering staff.

Amazon said last week that it's shuttering its Amazon Fresh stores. Store workers are set to be paid through late April, according to a message seen by Business Insider....

Business Insider - 2/5/2026 6:25:01 AM More News for AMZN
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German cartel office bans Amazon from using price controls

Germany's cartel office has prohibited Amazon from imposing price caps on online retailers in its German marketplace and for the first time claimed several million euros that it said the U.S. firm obtained through anti-competitive behavior....

Reuters - 2/5/2026 6:24:22 AM More News for AMZN
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Oregon theater owner says Amazon yanked Melania over marquee joke

Jeff Bezos and buddies do not reportedly have much of a sense of humor when it comes to Melania....

AV Club - 2/5/2026 1:11:57 AM More News for AMZN
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Amazon Earnings: The $700 Billion Milestone And The AI Crossroads

Analysts expect a record-breaking Q4 2025, with revenue projected to hit approximately $211.3B and EPS at $1.97, driving Amazon to surpass $700 billion in annual revenue for the first time. The primary weight on the stock is the "stifling" capital expenditure trajectory. Amazon Web Services (AWS) remains the crown jewel (expected to reach ~$35B, 21-22% growth), and investors are looking for evidence of continued reacceleration....

Seeking Alpha - 2/4/2026 9:20:00 PM More News for AMZN
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Amazon, UPS and Other Major Companies Are Making Big Job Cuts. Is AI To Blame?

Companies cut 1.2 million jobs in 2025 and AI grabbed the headlines-but it was cited in fewer than 5% of layoffs. Here's what the data shows about AI and your job....

Investopedia - 2/4/2026 9:01:04 PM More News for AMZN
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Amazon names Amit Agarwal to lead seller services as Dharmesh Mehta becomes Andy Jassy's new TA

Amazon named a new executive leader for its Selling Partner Services business, one of the most consequential parts of the company, and said the division's current chief will become CEO Andy Jassy's next technical advisor....

GeekWire - 2/4/2026 5:37:07 PM More News for AMZN
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Amazon to begin testing AI tools for film and TV production next month

Last summer, Amazon MGM Studios launched a dedicated AI Studio to develop proprietary AI tools to streamline TV and film production, with a focus on areas like improving character consistency across shots and supporting pre- and post-production....

TechCrunch - 2/4/2026 5:26:43 PM More News for AMZN
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Amazon CEO Andy Jassy picks marketplace exec to be his new 'shadow' advisor

Amazon CEO Andy Jassy has tapped Dharmesh Mehta to be his new "shadow" advisor. The role is highly coveted and technical advisors typically go on to assume greater leadership roles inside the company....

CNBC - 2/4/2026 4:31:02 PM More News for AMZN
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OpenAI models could help power Alexa as part of Amazon investment deal

OpenAI's AI models could help power Amazon's digital assistant Alexa and other internal projects, CNBC confirmed. The collaboration is being discussed as part of Amazon's ongoing talks to invest up to $50 billion in OpenAI, according to a source familiar....

CNBC - 2/4/2026 3:46:57 PM More News for AMZN
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Amazon Pushes AI Deeper Into Devices, Cloud Strategy and Content Production

Amazon is broadening the role of artificial intelligence (AI) across its business, rolling out a new generation of Alexa, exploring deeper access to OpenAI's models and applying AI tools inside its film and television studios....

PYMNTS - 2/4/2026 2:13:52 PM More News for AMZN
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Amazon expands access to digital assistant Alexa+

Amazon.com Inc (NASDAQ:AMZN) announced that it has made its AI-upgraded digital assistant, Alexa+, available to all US users, nearly a year after launching the service in an early access preview. Alexa+ is designed to perform a range of tasks, including managing calendars, booking travel or restaurant reservations, handling shopping lists, and controlling smart home devices....

Proactive Investors - 2/4/2026 1:53:58 PM More News for AMZN
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Will Amazon's Q4 Earnings Benefit From Healthy AWS Momentum?

AMZN's Q4 results due Feb. 5 may get a lift from strong AWS momentum, with AI-driven cloud demand and consensus calling for 21.6% sales growth....

Zacks Investment Research - 2/4/2026 11:46:25 AM More News for AMZN
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The most important Amazon earnings figure comes with a high bar this time

To impress investors, Amazon will need to show continued momentum in its cloud-computing business. But the real number to beat may be higher than the consensus view of 21% growth....

Market Watch - 2/4/2026 10:14:00 AM More News for AMZN
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Amazon makes Alexa+ AI assistant available to everyone in the U.S. nearly a year after launch

Amazon is making its AI-upgraded Alexa+ assistant available to everyone in the U.S. Alexa+ launched last year in an "early access" preview, meaning consumers had to join a waitlist or buy a new device to use the service....

CNBC - 2/4/2026 10:05:15 AM More News for AMZN
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