Amazon.com, Inc. (AMZN)
In the partnership announced, Amazon Web Services will receive a long-term supply of advanced semiconductor chips and in return may acquire a stake of up to 2.7% in STMirco
PRINCETON, N.J., Feb. 09, 2026 (GLOBE NEWSWIRE) -- Cygnet.One today announced its approval as an AWS Amazon ECS Service Delivery Partner.
According to recent Benzinga Edge Stock Rankings, the company's value score has surged to 89.66, placing it in the top 10% of stocks globally based on its relative worth.
Massive hyperscaler CapEx - $560B in 2024 - drives a QE-like cycle, fueling real-economy demand for data centers, power, and infrastructure. AI-driven CapEx is forced and persistent, creating bottlenecks in energy, grid, and materials, favoring infrastructure and energy suppliers. Amazon and Alphabet are executing aggressive CapEx plans, internally funded, but face higher depreciation and operational risks.
Big Tech stocks began the new trading week mostly flat in premarket trading Monday after a week that saw more than $1 trillion wiped from their market caps. Microsoft, Oracle, Meta, Alphabet and Amazon were all largely flat in early premarket trading, with Nvidia slightly down after rebounding on Friday.
Amazon stock (NASDAQ: AMZN) has retreated 15% over the past month, currently trading at $210. This slide was largely fueled by the Feb. 5 earnings report, where the company's $200 billion capital expenditure forecast for 2026 caught analysts off guard.
STMicroelectronics (STM) stock rose after announcing expanded strategic partnership with Amazon Web Services (AWS).
Should you buy Amazon stock on the dip? Absolutely.
Amazon tumbled after its 4Q FY2025 earnings, driven by concerns over overspending tied to its $200B capex outlook and negative FY2026 FCF, which is overdone. AMZN's FY2026 capex outlook implies a capex-to-total-revenue ratio of 25%, up from 18.5% in 4Q, but still significantly below the 40%–50% ratios implied by other hyperscalers' capex outlooks. AWS growth accelerated in 4Q, and management's focus on monetizing its $200 billion data center investment suggests that growth will continue to accelerate in FY2026.
Could Dow 60,000 be around the corner?