AMZN News
R40 coverage and dated third-party headlines for Amazon.com, Inc. (AMZN).
R40 Coverage
Amazon Q2 2026: AWS Reaccelerates to 37% Growth, Stock Jumps 8%+ After Hours
Amazon posted record operating income and its fastest AWS growth in over four years, sending shares up more than 8% after hours, even as Q3 revenue guidance landed below consensus. We break down the real quarter underneath the Anthropic-inflated headline EPS.
The AI Capex Bet, Six Months In: What the Mag 7 Actually Spent (and What the Market Learned)
Our February call was a $700B AI capex arms race. Six months and a full Q2 earnings season later, actual guidance has blown past that number, free cash flow is cratering at multiple hyperscalers, and the market has started rewarding capex very differently depending on who's spending it. Here's what changed.
Amazon's $200B AI Bet Triggers Worst Selloff in a Year
Amazon stock drops 16% over seven days as massive capex guidance spooks investors. Bill Ackman's Pershing Square sees opportunity.
Amazon Q4 and Full Year 2025 Earnings Analysis
Amazon reports solid Q4 with 24% AWS growth, but $200B 2026 capex guidance spooks investors on free cash flow concerns.
The $700B AI Bet: Inside the Mag 7's Record 2026 CapEx Arms Race
The Magnificent Seven are set to spend $700B+ on AI infrastructure in 2026, up 60% from 2025. We break down who's spending what, the supply chain winners, and why the market is spooked.
Amazon Q4 2025 Earnings Preview: Why Wall Street Keeps Underestimating Bezos's Machine
Wall Street expects $1.97 EPS but has underestimated Amazon by 24% on average over 11 quarters. AWS and ads should drive another beat.
Prediction Markets
February 2026
Amazon capex hike seen as bullish for AI ecosystem despite stock drop
Hyperscalers (AMZN, GOOGL, MSFT) signaling ~$600B+ combined spend; positive for shovel sellers like NVDA.
Amazon shares drop 7-8% on $200B 2026 AI capex guidance
Investors concerned over massive spending increase and cautious profit outlook, despite strong Q4; stock lags broader tech rebound.
AMZN CEO Jassy: Extraordinary opportunity to aggressively invest and lead in AI/AWS
Jassy frames $200B capex as 'extraordinarily unusual opportunity to forever change the size of AWS and Amazon'; bullish long-term signal amid short-term FCF concerns.
January 2026
Amazon Q4 Earnings Preview
Earnings on February 5 after close; expected move ±7.5%; watch AWS margin expansion and AI workload capture.
Amazon Technical View
Daily chart shows sideways consolidation above 200-day MA; support at 232-235, resistance at 248-258; viewed as trend consolidation if support holds.
AMZN Neutral Bias
Trading sideways, range-bound with no momentum; RSI 44; wait for breakout from support 232/228 or resistance 245/250.