Worried About Amazon's AI Spending? 9 Words From Andy Jassy That Should Ease Your Mind
7 Articles
7 Articles
Worried About Amazon's AI Spending? 9 Words From Andy Jassy That Should Ease Your Mind
Key PointsAmazon’s cloud business just reached a $142 billion annual revenue run rate as AI demand soars. Still, Amazon is investing heavily to build out its AI infrastructure -- and this has some investors concerned.10 stocks we like better than Amazon › Though investors have been bullish on artificial intelligence (AI) stocks over the past few years, in recent times, they've started to worry about one thing in particular: spending. The concern…
Amazon Shares Slide As Huge AI Spending Plan Rattles Investors
Amazon’s share price has taken a sharp hit after the tech giant revealed plans to spend an eye-watering US$200 billion (A$285 billion) on capital expenditure in 2026, largely to scale up AI infrastructure – a move that unnerved investors despite solid cloud growth. Shares in the company fell more than 9% in early US trading
Big Tech Valuations Drop by $1 Trillion Amid Record AI Spending Spree
The honeymoon phase of the AI boom is facing a major reality check as Big Tech’s “Magnificent Seven” grapple with a staggering $1 trillion valuation wipeout. The world has spent the last year marveling at what artificial intelligence can do, but investors are now shifting their focus to a much more practical question: exactly how much is this going to cost? Why investors are slashing big tech price targets: The AI spending spree The four tech gi…
Amazon stock slides on $200 billion AI spending plan — what investors watch before Monday
Amazon shares fell 5.6% to $210.32 Friday as investors reacted to the company’s plan to spend about $200 billion on AI and cloud infrastructure in 2026. Traders questioned whether heavy capital outlays would hurt near-term returns. The Dow closed above 50,000 for the first time. U.S. jobs and inflation data are due next week. The post Amazon stock slides on $200 billion AI spending plan — what investors watch before Monday appeared first on Tech…
Amazon stock twists 8% lower following startling $200 billion capex guidance
Amazon (AMZN) stock is holding onto an 8% loss late into Friday’s morning session, the first regular session since CEO Andy Jassy released the company’s fourth-quarter results. Despite a beat on the revenue side, the market was startled by a $0.01 miss on adjusted earnings per share (EPS) and Jassy’s guidance for $200 billion in capex this year, the highest level among all Magnificent 7 stocks. The Lion’s share of that capex figure is going towa…
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