Amazon's Anthropic stake is now valued at $60.6 billion, a seven-fold increase. Amazon has invested $8 billion in Anthropic so far.

Amazon's stock plunged in extended trading Thursday, dragged lower by market jitters around the company's $200 billion capex plans, the highest spending forecast among the megacap companies. Amazon CEO Andy Jassy told investors he's “confident” the company will see a return on its massive investments in artificial intelligence.

Amazon sales surged 14% during the fourth quarter, helped by strong holiday spending and a better-than-expected growth in its prominent cloud computing unit.But shares fell 11% in after hours trading on Thursday as investors appeared to be spooked by the Seattle-based tech company's plans to increase capital spending by nearly 60% to $200 billion from last year's $128 billion as it sees opportunities in artificial intelligence, robots, semiconductors and satellites. The company's fourth-quarter profits also were slightly below analysts' projections.Wall Street analysts were expecting capital spending to rise to around $147 billion this year, according to FactSet.Amazon's CEO Andy Jassy told investors on the call following the earnings release that it anticipates strong long-term return on the invested capital.

Risk-off sentiment is driving sharp sell-offs in Bitcoin and major software stocks, with investors reallocating away from stretched tech valuations. AI-driven CapEx arms race at Alphabet (GOOGL) and Amazon (AMZN) is sparking concerns about profitability and sector disruption, despite strong revenue growth.

An 11% drop in Thursday, Jan. 5's after-hours session tells you most of what you need to know about how the market received Amazon.com Inc.'s NASDAQ: AMZN latest earnings report. In an already fragile week for equities, and tech stocks in particular, Amazon's results gave investors little reason to be forgiving.

Amazon said it plans to invest heavily in its AI buildout this year, and investors aren't pleased.

AMZN tops Q4 revenue estimates as AWS growth reaccelerates to 24%, but shares slide after guidance and a $200 billion 2026 capex plan spook investors.

Amazon.com Inc (NASDAQ:AMZN) shares fell more than 7% to about $205 on Friday following the company's fourth quarter earnings report, as investors digested the $200 billion capital expenditure plan and disappointing first quarter margin guidance. While AWS and retail results impressed, analysts from Jefferies, Wedbush, and Bank of America warned that Amazon's towering capital expenditures could keep investors on edge.

New tax laws around research and capital investment reduced Amazon's U.S. corporate income taxes by more than half in 2025, even as the company's profits rose, the Wall Street Journal reported Friday (Feb. 6). Amazon's current U.S. taxes declined from $9 billion to $1.2 billion, and its federal income taxes paid on a cash basis dropped from $7 billion to $2.

Advertising agency releases step-by-step guide following Amazon's MCP Server open beta launch, enabling sellers to manage campaigns through natural language New York, New York--(Newsfile Corp. - February 6, 2026) - Clear Ads, an advertising agency, released a step-by-step implementation guide for sellers looking to connect AI agents to Amazon's advertising platform through the newly launched Ads MCP Server open beta. Amazon announced the open beta of its Ads Model Context Protocol (MCP) Server on February 2 at the IAB Annual Leadership Meeting.