Amazon.com, Inc. (AMZN)
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AI Insights
Amazon's stock took a hit after announcing a staggering $200 billion capital expenditure plan focused on AI, raising concerns about cash flow and return on investment. This massive spending could reshape its competitive landscape, but investors are wary of the immediate financial implications. The market's reaction suggests a cautious outlook on how this investment will translate into future profits.
Latest News
| Title | Published |
|---|---|
Big Tech’s AI Push Is Costing a Lot More Than the Moon Landing When considered as a percentage of GDP, the projected spending of four tech giants for 2026 rivals the most momentous capital efforts in U.S. history, as shown in these charts. | about 5 hours ago |
Why Analysts See Amazon.com (AMZN) Story Shifting As Cloud And AI Spending Repriced Amazon.com’s fair value estimate has just been trimmed from about US$295.61 to roughly US$285.08, a modest shift that reflects fresh analyst work rather than a wholesale change of view on the company. Behind that move, researchers have nudged their discount rate slightly higher to around 8.58% and fine tuned long term revenue growth assumptions to about 11.93% as they balance enthusiasm for AWS and advertising with closer scrutiny of capital heavy cloud and AI spending. Stay with this article... | about 5 hours ago |
Investing.com’s stocks of the week Investing.com – Despite a volatile week ending with a bounce on Friday, the S&P 500 and Nasdaq look set to close the week lower, following heavy losses in the tech sector. | about 6 hours ago |
Trade Desk (TTD) Sees Major Divestment from ETF Trade Desk Inc (NASDAQ:TTD) is one of the 13 Best Revenue Growth Stocks to Buy Right Now. On February 2, Cathie Wood’s ARK ETF divested a significant portion of its holdings in Trade Desk Inc (TTD), offloading 1,931,578 shares for nearly $58.6 million. Earlier in the month, Wells Fargo maintained an Equal Weight rating on […] | about 7 hours ago |
What Moved Markets This Week Weekly stock market update: Dow hits 50,000 as tech sells off; Bitcoin volatility, jobs data and top stock calls. | about 8 hours ago |
Buyer Beware: The Market's AI Bubble Risk Just Got Even Bigger A massive spending surge is quietly reshaping the marketâs risk profile. One overlooked corner of the market could benefit enormously. See more here. | about 8 hours ago |
Wealthy Families Are Worried About Geopolitics. But They’re Not Rushing to AI, Crypto, or Gold Wealthy Families Are Worried About Geopolitics. But They’re Not Rushing to AI, Crypto, or Gold | about 13 hours ago |
Big Tech’s AI Push Is Costing a Lot More Than the Moon Landing
When considered as a percentage of GDP, the projected spending of four tech giants for 2026 rivals the most momentous capital efforts in U.S. history, as shown in these charts.
Why Analysts See Amazon.com (AMZN) Story Shifting As Cloud And AI Spending Repriced
Amazon.com’s fair value estimate has just been trimmed from about US$295.61 to roughly US$285.08, a modest shift that reflects fresh analyst work rather than a wholesale change of view on the company. Behind that move, researchers have nudged their discount rate slightly higher to around 8.58% and fine tuned long term revenue growth assumptions to about 11.93% as they balance enthusiasm for AWS and advertising with closer scrutiny of capital heavy cloud and AI spending. Stay with this article...
Investing.com’s stocks of the week
Investing.com – Despite a volatile week ending with a bounce on Friday, the S&P 500 and Nasdaq look set to close the week lower, following heavy losses in the tech sector.
Trade Desk (TTD) Sees Major Divestment from ETF
Trade Desk Inc (NASDAQ:TTD) is one of the 13 Best Revenue Growth Stocks to Buy Right Now. On February 2, Cathie Wood’s ARK ETF divested a significant portion of its holdings in Trade Desk Inc (TTD), offloading 1,931,578 shares for nearly $58.6 million. Earlier in the month, Wells Fargo maintained an Equal Weight rating on […]
What Moved Markets This Week
Weekly stock market update: Dow hits 50,000 as tech sells off; Bitcoin volatility, jobs data and top stock calls.
Buyer Beware: The Market's AI Bubble Risk Just Got Even Bigger
A massive spending surge is quietly reshaping the marketâs risk profile. One overlooked corner of the market could benefit enormously. See more here.
Wealthy Families Are Worried About Geopolitics. But They’re Not Rushing to AI, Crypto, or Gold
Wealthy Families Are Worried About Geopolitics. But They’re Not Rushing to AI, Crypto, or Gold