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Amazon Doubles Down on AI With $200 Billion 2026 Capex as AWS Growth Holds

Investor reaction is split over whether the AWS-focused outlay hurts near-term margins or secures multi-year returns.

Analysts Back Amazon’s AWS AI Buildout as re:Invent Unveils Chips, Models and Agents

Amazon’s AI Cloud Crossroads Reignites Valuation Debate

Goldman Raises Amazon Target to $275 on AWS Strength as New NBA and Murex Deals Expand Cloud Reach

Bill Ackman’s Pershing Square Invests in Amazon Following Stock Plunge