Amazon reported Q4 results on Thursday, with sales coming in ahead of estimates. But shares dropped as capex guidance surged ...
Amazon is well-positioned heading into its Q4 earnings release, supported by accelerating growth in its cloud division and ...
The company also said it expects capital expenditures to hit roughly $200 billion in 2026, compared with $146.6 billion estimated by analysts.
Billionaire investor Seth Klarman bought nearly $500M of Amazon stock in Q4 2025 after cutting his Alphabet position by 41%. Amazon is guiding for 11–15% revenue growth next quarter and plans $200B in ...
The shuffle underscores the rivalry between the two retailers, particularly as Walmart expands its advertising and ...
The company is going through a major capital expenditures cycle, which has Wall Street nervous.
Amazon’s recent 15% post-earnings sell-off was driven by concerns over elevated AI-related CapEx. Click here to read my most ...
Things are only getting worse for Amazon shares, which were the biggest laggard among "Magnificent Seven" names last year.
Nvidia ( NVDA) is down 5% today following yet another earnings triple play after the close yesterday. Barring a massive ...
Amazon posted its fourth-quarter earnings after Thursday's closing bell. While cloud growth impressed, Amazon forecast big spending for 2026 and its profit guidance underwhelmed.
Rising AI infrastructure budgets have given birth to a major sell-off in software stocks known as the "SaaSpocalypse." ...