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Amazon, Capex Plan Sparks AI

Amazon's stock sinks due to massive spending plans. What Wall Street has to say.

Jeff Wlodarczak of Pivotal Research thinks Amazon and Google have a leg up on Microsoft when it comes to one important aspect of cloud computing.

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Amazon stock sinks 10% after Q4 profit miss as Jassy signals $200B in capital spending

EconoTimes · 13h

Amazon Stock Rebounds After Earnings as $200B Capex Plan Sparks AI Spending Debate

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Amazon Powers Up Record Q4 Sales, Forecasts 50% Increase in Capex for 2026 to $200 Billion

Amazon ‘s shopping cart spilled over in the fourth quarter of 2025: The ecommerce behemoth raked in a record $213.4 billion in revenue that beat Wall Street expectations.

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Amazon earnings recap: Stock plunges as capex-spending plans blow away estimates

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Amazon slides as investors eye profit guidance, $200B capex forecast

Amazon falls most since Aug. on $200 billion spending vow

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· 19h · on MSN

Amazon falls most since August on $200 billion spending vow

Amazon.com Inc. shares dropped the most in six months after the company announced plans to spend $200 billion this year on data centers, chips and other equipment, worrying investors that its colossal bet on artificial intelligence may not pay off in the long run.

· 13h · on MSN

Amazon stock falls 8% on $200 billion spending forecast, earnings miss

· 1d · on MSN

Amazon shares sink as company boosts AI spending by nearly 60%

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Amazon shares fall as it joins Big Tech AI spending spree

Amazon on Thursday joined the other US tech giants in announcing a huge increase in spending on artificial intelligence (AI) projects and infrastructure, which seemed to knock back investors.

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FTSE 100 LIVE: Stocks shake off early losses as traders reassess AI and Big Tech spending

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Amazon shares slide as $200 billion outlay fans fears over AI returns

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Amazon reveals plans to spend $200bn in one year the day after Bezos guts Washington Post

Amazon will increase capital spending to $200bn this year from $125bn, CEO Andy Jassy said in a press release.

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Amazon Spent $22.4 Billion on Content in 2025, Up 10%

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Amazon stock falls after earnings on $200 billion capex plan

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Amazon Is the Dow’s Weakest Performer Friday as Stock Sinks Over 5%. Here’s Why

Amazon shares slumped Friday, a day after the tech giant missed profit estimates and said it could spend up to $200 billion this year to support its AI goals.

1don MSN

Amazon: Stock to Avoid or Once-in-a-Decade Buying Opportunity?

Amazon is playing a key role in the AI boom.

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Nvidia stock rises. Thanks, Amazon!

Nvidia stock has suffered its worst five-day run since April last year.

Amazon is laying off thousands of workers as it closes Fresh stores. Here's the severance package it's offering staff.

Amazon is planning to pay Amazon Fresh employees through late April. From there, workers could get severance or transfer to a new job within Amazon.

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Amazon Stock Investors Just Got Fantastic News From CEO Andy Jassy

But should the stock really be selling off because of these big investment plans? In the company's fourth-quarter earnings call, Amazon CEO Andy Jassy shared some great news about these investment plans -- words that may make a difference in the stock's investment thesis.

CNET

Amazon's Alexa Plus Confounds Chris Hemsworth in Big Game Ad as the AI Tool Launches

Alexa Plus is aiming higher with a new superhero ad and a US-wide launch, including a free version for any app user.

Amazon’s $200 Billion Spending Plan Raises Stakes in A.I. Race

The company reported a strong holiday quarter on Thursday. But its spending, like that at other big technology companies, is starting to make investors nervous.