Amazon shocked Wall Street with its 2026 spending plan. Which companies could benefit? (AMZN:NASDAQ)

Core Viewpoint - Amazon announced a capital spending plan of $200 billion for 2026, surpassing Alphabet's previously stated range of $175 billion to $185 billion, which surprised Wall Street analysts [2] Group 1 - Amazon's capital expenditure for 2026 is set at $200 billion, indicating a significant investment strategy [2] - The announcement comes just one day after Alphabet revealed its own capital spending plans, highlighting competitive dynamics in the tech industry [2] - Wall Street had not anticipated such a high figure from Amazon, indicating a potential shift in market expectations [2]