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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.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.
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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.
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Amazon set to report earnings with AI spend, cloud growth, job cuts in focus
Investors are expected to focus on cloud growth, AI spending and the recent layoffs in Amazon's corporate workforce.
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bbc.com
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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theguardian.com
Amazon reveals plans to spend $200bn in one year day after Bezos guts Washington Post
Tech giant reports $213bn in revenue after its founder, who owns the Post, lays off a third of newspaper’s employees
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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.
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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.
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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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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.
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Traders see a buying opportunity in Amazon despite spending concerns
Amazon said much of its big spending would be focused on artificial intelligence data centers.
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Tech AI spending may approach $700 billion this year, but the blow to cash raises red flags
Tech's megacaps announced major increases in capex spend for 2026, and now investors are preparing for cash to dwindle.
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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.