Amazon plans $200B capex in 2026—53% above 2025—as Big Tech's AI arms race hits $630B. Stock drops 9% despite 24% AWS growth.

Amazon's $200 Billion AI Bet Spooks Wall Street Despite Record AWS Growth

Amazon projects $200B in 2026 capex—53% above 2025—the largest corporate investment in history. Stock drops as AI spending dwarfs rivals.

Amazon Stuns Wall Street With $200 Billion AI Bet—Largest Corporate Capex in History

Anthropic launches $350B tender offer while raising $20B from Sequoia, GIC—nearly doubling its $183B September valuation. What it means for AI investing.

Anthropic's $350 Billion Tender Offer Marks Stunning Valuation Leap as AI Race Intensifies

AWS CEO Matt Garman reveals 10x-100x AI coding gains, skepticism on space data centers, and why Trainium savings go to customers at Cisco AI Summit 2026.

AWS CEO Matt Garman: Teams Achieving 10x–100x Coding Speedup With AI, 'Write No Line of Code'

Amazon in talks for $50B OpenAI investment while already $8B deep in rival Anthropic. What's behind the dual-bet strategy.

Amazon's $50 Billion OpenAI Gambit: Why the Anthropic Backer Is Hedging Both Sides of the AI Race

SpaceX reveals $8B profit on $15-16B revenue in 2025. Banks estimate $1.5T+ IPO valuation—potentially the largest tech offering ever.

AMAZON COM (AMZN) Earnings Call Transcripts

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Recent News about AMAZON COM

Amazon's $200 Billion AI Bet Spooks Wall Street Despite Record AWS Growth

Amazon Stuns Wall Street With $200 Billion AI Bet—Largest Corporate Capex in History

Anthropic's $350 Billion Tender Offer Marks Stunning Valuation Leap as AI Race Intensifies

AWS CEO Matt Garman: Teams Achieving 10x–100x Coding Speedup With AI, 'Write No Line of Code'

Amazon's $50 Billion OpenAI Gambit: Why the Anthropic Backer Is Hedging Both Sides of the AI Race

SpaceX Posts $8 Billion Profit as Banks Eye $1.5 Trillion IPO Valuation