Core Insights - Amazon plans to invest approximately $200 billion in capital expenditures by 2026, marking a significant increase from the previous year [1] Group 1 - The planned investment represents a substantial jump in capital expenditures compared to last year's figures [1]

One of the biggest developments in recent memory has been the advent of artificial intelligence (AI). The potential of these game-changing algorithms to increase productivity and streamline time-consuming tasks has fueled growing adoption. This, in turn, has sparked a mad dash by big tech companies to capitalize on the unprecedented opportunity. Capital expenditures (capex), particularly for the servers and data centers needed to support the growing demand for AI, have risen to record levels and are only ...

Big Tech Spending Spree Is About More Than Capex - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Big Tech's Spending Spree Is About Far More Than CapexBy [Adam Levine]ShareResize---ReprintsIn this article[AMZN][MSFT][GOOGL][META] [AAPL]Amaz ...

Alphabet (GOOGL) recently posted robust fourth-quarter and full-year results, with its annual revenue surpassing the $400 billion mark for the first time in its history. Growth accelerated across Alphabet’s core businesses, driven largely by artificial intelligence (AI)-led capabilities, while its backlog expanded meaningfully. While its strong Q4 performance should have propelled the stock higher, Alphabet’s share price instead lost steam. The primary reason is due to investor concern over capital expen ...

Or, the market is just jittery over historic overvaluation, historic capital expenditures, and tiny “AI” revenue.tae kim (@firstadopter):The entire selloff this week was sparked by a completely false narrative, amplified by technically illiterate media pouring gas on the panic, just like DeepSeek last year. You can't make this stuff up.Here's what Claude says after reading the GitHub on the infamous Anthropic https://t.co/UUGFMIXCMr ...

Core Insights - Alphabet (NASDAQ: GOOGL) announced a significant increase in capital expenditures for 2026, projecting between $175 billion to $185 billion, which nearly doubles its previous spending levels [1] Company Summary - The planned capital expenditures for 2026 represent a substantial investment strategy aimed at enhancing Alphabet's operational capabilities and growth potential [1]

Four of the biggest US technology companies together have forecast capital expenditures that will reach about $650 billion in 2026 — a staggering and historic total https://t.co/FsVGE0Uj4W ...

Four of the biggest US technology companies together have forecast capital expenditures that will reach about $650 billion in 2026 — a staggering and historic total https://t.co/HW9aZLSMSh ...

Core Viewpoint - Amazon's shares fell nearly 11% after announcing a $200 billion capital expenditure plan for 2026, which exceeded analyst expectations by about $50 billion, overshadowing a generally strong fourth quarter of 2025 [1][2] Financial Performance - Revenue for Q4 2025 increased 14% year over year to $213.39 billion, surpassing expectations of $211.33 billion [1] - Earnings per share (GAAP) rose 5% to $1.95, missing the estimate of $1.97 [1] - Operating income increased 18% year over year to $24.97 billion, beating the consensus forecast of $24.77 billion [1] - Amazon Web Services (AWS) revenue grew 23.6% year over year to $35.58 billion, exceeding estimates by approximately $514 million [2] - Operating margin for AWS was 35.03%, better than the consensus estimate of 33.98% despite a decline of 190 basis points year over year [2] Capital Expenditures - Amazon invested approximately $39.5 billion in capital expenditures in Q4 2025, exceeding the consensus estimate of $35 billion [2] - The total capital expenditures for the full year reached $128 billion, with expectations to increase to $200 billion in 2026, significantly higher than the $146.6 billion forecasted by analysts [2] Guidance and Market Reaction - For Q1 2026, Amazon expects net sales to increase by 11% to 15% year over year, projecting between $173.5 billion and $178.5 billion, which beats the consensus of $175.6 billion [2] - However, the expected operating income for Q1 2026 is between $16 billion and $21.5 billion, with a midpoint of $18.75 billion, which is a significant miss against the estimate of $22.18 billion [2] - The market's negative reaction is attributed to concerns over the high capital expenditures not translating into immediate profit increases [1][2]

♪ >> IT IS 5:00 A. M. IN NEW YORK CITY.I AM VONNIE QUINN WITH YOUR "BLOOMBERG BRIEF." GLOBAL TECH SELLOFF STALLING AS A SILVER AND GOLD CONTINUED THEIR DOWNWARD SLIDE. INVESTORS PUNISHING ALPHABET ON ITS PLANS. ARM -- ON ITS CAPEX PLANS.IRAN CONFIRMS TALKS WITH THE UNITED STATES AS A SECOND DAY OF PEACE TALKS CONTINUES IN ABU DHABI. LET'S TAKE A LOOK AT THESE MARKETS. WE HAVE FUTURES DECIDING ON A DIRECTION AT THIS POINT.NASDAQ 100 FUTURES UP ABOUT 0.1% RIGHT NOW. THIS AFTER WE ERASED ALL OF OUR GAMES AND M ...