Amazon plans to spend about $200 billion in capital expenditures in 2026, driven by strong demand for AWS cloud services, especially AI infrastructure. AWS backlog is $496 billion with triple-digit growth, and much of the 2027 and 2028 capacity is already reserved through long-term contracts. CEO Andy Jassy highlights that data centers have 30+ year lifespans and AI capacity contracts typically last five years, making this a solid long-term investment. Despite rising capex and negative free cash flow, Amazon's strong balance sheet and growth in AI-related businesses support confidence in its strategy.
Amazon's market cap stands at $2.69 trillion as of September 25, 2026, with a trading volume of over 32.7 million shares on Pluang. The stock price is $250.45, showing a modest 0.43% increase on the day. This strong market presence aligns with the company's ambitious $200 billion capital expenditure plan for 2026, emphasizing its commitment to expanding AWS and AI infrastructure.
Amazon's valuation has come under pressure after briefly reaching a $3 trillion market cap, due to concerns over its negative free cash flow and increasing debt amid rising interest rates. Competition has intensified with Meta's launch of its Muse ag...
Meta Platforms shares have surged 47% since July, reaching new highs despite a significant increase in capital expenditures to $145 billion for 2026. The rise shows market confidence even as Amazon blocks Meta's AI agents, highlighting competitive te...
Amazon now allows merchants using its Multichannel Fulfillment service to add free Prime delivery options directly on their own websites at no extra cost beyond standard fees. This expands Amazon's logistics role beyond its marketplace, helping merch...
Amazon announced it is opening its Seller Central platform to integrate orders and listings from competitors like Walmart, eBay, Shopify, and TikTok. This move allows merchants to manage multiple sales channels from one interface, shifting Amazon's r...
Amazon shares have risen over 10% in 2026, driven by strong growth in AWS and AI-related custom silicon businesses. Wall Street analysts are bullish, with a consensus price target near $329 and some forecasts even higher, based on expected 2027 reven...
