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CNBC Daily Open: Amazon's projected capex dwarfs that of its peers — which have already spooked markets

Amazon's capital expenditure projection comes in at $200 billion, above analysts' estimates of $146.6 billion and higher than the roughly $131 billion in 2025.

Raccontata dacnbc.com

Timeline cronologica

  1. giovedì 5 febbraio 2026·cnbc.com

    CNBC Daily Open: Alphabet capex plans spook investors, while AMD has a brutal day in markets

    Alphabet expects capital expenditure for 2026 to come in between $175 billion and $185 billion — at the higher end, capex will more than double from last year.

  2. giovedì 5 febbraio 2026·cnbc.com

    CNBC Daily Open: Alphabet could more than double its capex in 2026, unsettling investors

    Alphabet expects capital expenditure for 2026 to come in between $175 billion and $185 billion — at the higher end, capex will more than double from last year.

  3. venerdì 6 febbraio 2026·cnbc.com

    CNBC Daily Open: Amazon's projected capex dwarfs that of its peers — which have already spooked markets

    Amazon's capital expenditure projection comes in at $200 billion, above analysts' estimates of $146.6 billion and higher than the roughly $131 billion in 2025.

  4. venerdì 6 febbraio 2026·cnbc.com

    Why Amazon’s CEO is ‘confident’ with $200 billion spending plan

    The company boosted its 2026 capital expenditures to $200 billion, with most of the spending going to data centers.

  5. venerdì 6 febbraio 2026·cnbc.com

    CNBC Daily Open: Amazon one-ups its rivals on capex spending, but investors are already worried over AI valuations

    Amazon's capital expenditure projection comes in at $200 billion, above analysts' estimates of $146.6 billion and higher than the roughly $131 billion in 2025.

  6. venerdì 6 febbraio 2026·cnbc.com

    Amazon is dipping on margin and capex concerns. Wall Street analysts still see upside

    Analysts remained overwhelmingly bullish on Amazon, although most cut their price targets.

  7. venerdì 6 febbraio 2026·cnbc.com

    Jim Cramer: Amazon spending looks painful but it's not a reason to sell the stock

    Amazon shares fell 7% on Friday after management issued a 2026 capital expenditures guide of $200 billion.