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

Amazon earnings updates: Stock plunges as capex-spending plans blow away estimates Open in Businessinsider.com
Highlights
  • Amazon plans to invest about $200 billion in capital expenditures across 2026, aiming for strong long-term returns amid AI and robotics expansion.
  • Amazon said it will raise 2026 capex to about $200 billion, roughly a 50% jump to accelerate AI infrastructure against rivals.
  • Observers say cloud and AI investments rise across platforms, with AWS at the center of multi-year expansion by tech giants.

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References

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

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

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

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

Amazon.com, Inc. Q4 2025 Financial Results

Amazon.com, Inc. Q4 2025 Financial Results

Amazon AI spend set to hit $200bn

Amazon AI spend set to hit $200bn

Amazon CEO Andy Jassy plans to 'invest aggressively' in AI

Amazon shares tumble as $200B AI spending spree rattles investors

Amazon shares tumble as $200B AI spending spree rattles investors

Amazon shares tumble as it joins the Big Tech AI spending spree

Amazon shares tumble as it joins the Big Tech AI spending spree

Amazon Q4 Results Show Agentic Shopping Push Beyond AI Spending | PYMNTS.com

Amazon Q4 Results Show Agentic Shopping Push Beyond AI Spending | PYMNTS.com

Amazon plans to spend $200 billion in 2026.

Amazon plans to spend $200 billion in 2026.

Amazon Shares Plunge After Q4 Earnings Results And Aggressive 2026 AI Spending Forecast

Amazon Shares Plunge After Q4 Earnings Results And Aggressive 2026 AI Spending Forecast

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