# Amazon
Latest news and articles about Amazon
Total: 45 articles found
Wall Street Edges Up as Amazon’s $200bn Capex Shock Sends Storage Stocks Higher
U.S. stock indexes opened higher while Amazon tumbled over 9% after announcing a $200 billion capital expenditure plan, triggering investor concern. Storage suppliers such as SanDisk and Western Digital gained on expectations of increased demand from cloud and data-centre expansion.
Amazon’s $200bn AI Gamble Roils Markets Despite Robust Quarter
Amazon beat expectations in Q4 with solid revenue and profit growth, but its pledge to raise 2026 capital expenditure to roughly $200 billion — driven by AI infrastructure and other strategic projects — alarmed investors. The stock fell sharply as markets weighed the risk that such heavy spending could outstrip near‑term cash flow and returns. The outcome will hinge on whether Amazon can convert large upfront investments in data centres, custom chips and networking into durable, high‑margin cloud and AI services.
Tech Earnings and Memory Shortages Trigger Global Risk-Off; Crypto and Silver Plummet as Chinese Stocks Buck the Trend
A sharp risk-off episode on February 5–6 swept US equities, precious metals and cryptocurrencies after mixed earnings and worrying guidance from chip suppliers. Microsoft lost about $152 billion in market value, spot silver plunged nearly 20%, and bitcoin fell over 14% as more than 430,000 leveraged crypto positions were liquidated. Chinese ADRs bucked the trend, posting gains in a selective rally.
Amazon Circles a Custom OpenAI Model to Supercharge Alexa as Talks of a Large Equity Deal Advance
Amazon is negotiating with OpenAI on a commercial agreement that could include a multibillion-dollar equity investment and the creation of bespoke OpenAI models for Amazon products such as Alexa. The arrangement would deepen technical collaboration but raise strategic and regulatory questions about control, vendor lock-in and market concentration in AI.
Amazon Eyes Big Stake in OpenAI as It Seeks Dedicated Models and Talent
Amazon is discussing a multibillion-dollar investment in OpenAI alongside a commercial deal that could require OpenAI to assign staff to build custom models for Amazon’s AI products. The move would intensify rivalry with Microsoft, risk fragmenting the AI ecosystem, and raise questions about OpenAI’s independence and regulatory scrutiny.
Wall Street’s AI Bill: Microsoft’s $381bn Market Shock and the Hard Question for Tech Giants
A recent sharp sell‑off wiped about $381 billion off Microsoft’s market value after Azure growth showed signs of slowing and the company flagged more than $100 billion of capital spending for the year. The market reaction underscores a broader investor scepticism about whether massive AI‑related investments across big tech will be monetised, shifting the emphasis from spending to demonstrable returns.
Huang Says Nvidia Will Join OpenAI’s New Fundraise — But $100bn Claim Is Off the Table
Jensen Huang confirmed Nvidia will participate in OpenAI’s current fundraising round but denied the company would invest anywhere near $100 billion, a figure that had been reported earlier. His comments aim to reassure markets that Nvidia–OpenAI ties remain strong while tempering expectations about the scale of Nvidia’s financial commitment.
Amazon to Cut Nearly 16,000 Jobs as it Tightens Its Belt and Repositions for AI Era
Amazon has announced nearly 16,000 job cuts as it seeks to curb costs and redeploy resources toward cloud, advertising and artificial-intelligence initiatives. The move reflects a broader industry shift from pandemic-era expansion to a focus on profitability and automation, with implications for employees, customers and competitors.
Mega-Cap Slide Sends US Market Lower as Chip Stocks Diverge
US markets opened substantially lower as major technology giants fell more than 2%, dragging the Nasdaq down 1.59%. At the same time, semiconductor and storage names such as UMC surged after a production milestone, highlighting a sector rotation that is reshaping market leadership.