On the earnings call, analysts pushed CEO Andy Jassy for assurances on future returns from this capex boom.

Wall Street keeps punishing Amazon every time AI capex headlines hit, and one investor keeps buying the dip. The reason has nothing to do with quarterly earnings and everything to do with a number ...

Amazon's $220 billion in capital expenditures in 2026 could be the smartest investment in the company's history. But with caveats.

When Google, Amazon, Meta, and Microsoft collectively commit $725 billion to AI infrastructure in a single year, the money has to land somewhere. Nvidia Corp. (NASDAQ:NVDA) captures roughly 40% of ...

AMZN stock was up 5% in after-hours trading on Wednesday after the company's Q1 earnings report and call were released.

I keep buying Amazon (NASDAQ:AMZN), and I do not plan to stop. Every time the market gets nervous about AI infrastructure spending and marks the stock down, I add more. That pattern is why I sleep ...

AWS revenue surged 37%, its fastest pace in 18 quarters, and with AMZN's $496 billion contracted backlog, every capex-driven dip becomes a buying opportunity. Unlike MSFT and GOOGL, Amazon stacks ...