Amazon shares dropped approximately 13% year-to-date in 2026, despite reporting strong fourth-quarter revenue and earnings, primarily due to the $200 billion CapEx plan for 2026. This spending target, significantly higher than the $150 billion expected by Wall Street, is driven by aggressive investments in artificial intelligence (AI), AWS, custom AI chips (Trainium2 and Graviton), robotics, … Read more
Generation Investment Management co-founder David Blood has increased the firm’s position in Amazon.com, Inc. (NASDAQ: AMZN), signaling a notable strategic tilt back toward large-cap technology within its sustainability-focused portfolio. The move was disclosed in the firm’s latest Form 13F, filed with the U.S. Securities and Exchange Commission. The report details portfolio holdings as of the … Read more
SCS Capital Management LLC, under the leadership of Tony Abbiati, made a few portfolio adjustments, including reducing the Amazon.com, Inc. stake by 3,784 shares on February 12, 2026. This transaction marks the investment advisory firm’s most recent adjustments to its Amazon holdings, reflecting a minor trimming of its position in the e-commerce and cloud computing … Read more
Amazon.com, Inc (AMZN) stock dipped slightly today despite receiving Federal Communications Commission (FCC) approval to launch 4,500 additional low Earth orbit (LEO) satellites for the project’s satellite internet network. The approval brings Amazon’s planned satellite constellation to around 7,700, positioning it to compete more directly with SpaceX’s Starlink network. The firm aims to start providing … Read more
The shares of Amazon, Inc dropped 12% this week, according to the reports of S&P Global Market Intelligence. The primary reason for the Amazon stock to tumble is the investors ‘sticker shock, as the shares slid after the company reported its Q4 earnings, not because the results were weak, but investors were extremely puzzled and … Read more
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