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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.

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cnbc.comStai leggendo4 mesi fa

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

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.

originale

bbc.com4 mesi fa

Amazon plans to spend big on AI but shares slump

Shares in the tech giant fell in after hours trade as investors appeared wary of the sector's big spending plans.

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Timeline cronologica

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.
giovedì 5 febbraio 2026·fortune.com
Alphabet is confident about plans to double capex spending to a possible $185 billion—but it’s keeping CEO Sundar Pichai up at night |…
Alphabet revealed a staggering increase in infrastructure investments that will see it nearly double the $91.4 billion it spent last year, according to its fourth quarter earnings…

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

Confronto fonti

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

Amazon plans to spend big on AI but shares slump

Timeline cronologica

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

Alphabet is confident about plans to double capex spending to a possible $185 billion—but it’s keeping CEO Sundar Pichai up at night |…

Big Tech’s $630 billion AI spree now rivals Sweden’s economy, unsettling investors: ‘We’ve never invested…

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

Amazon set to report earnings with AI spend, cloud growth, job cuts in focus

Amazon plans to spend big on AI but shares slump

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

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

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

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

Big Tech’s $630 billion AI spree now rivals Sweden’s economy, unsettling investors: ‘We’ve never invested this much on anything before’ |…

Traders see a buying opportunity in Amazon despite spending concerns

Tech AI spending may approach $700 billion this year, but the blow to cash raises red flags

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