Big Tech companies like Amazon, Alphabet, Meta, Microsoft, and Oracle are increasing their AI-related capital expenditures by 83% to $755 billion in 2026. This surge in spending on data centers and AI infrastructure has led to a nearly two-thirds reduction in stock buybacks in the first quarter. Goldman Sachs expects overall S&P 500 share buybacks to grow only 3% this year due to economic uncertainty and rising AI costs. This shift means investors may see fewer dividends and buyback-driven returns as companies prioritize AI investments.
Amazon is positioned as a durable long-term investment due to its three high-margin growth engines: AWS, advertising, and Prime subscriptions, all building on a now-profitable retail base. AWS leads with $37.59 billion in Q1 2026 revenue and 37.7% op...
Microsoft, Amazon, and Alphabet plan to spend a combined $565 billion on AI development this year, funding much of it through borrowing. Despite unprecedented analyst optimism about earnings growth, this heavy borrowing is causing market concerns. A ...
Amazon reported its fastest growth in AWS in 15 quarters, beating earnings estimates with strong revenue and operating income gains. Despite this, shares have fallen about 12% from recent highs due to concerns over a $200 billion capital expenditure ...
Amazon's 12th annual Prime Day event is expected to generate over $26 billion in online sales across US retailers, marking a 9% increase from last year despite inflation and high gas prices. The four-day event has expanded beyond Amazon's platform, w...
Amazon continues to be a strong buy due to accelerating earnings growth, margin expansion, and strategic investments like Anthropic. Its regionalization and supply chain improvements are delivering better-than-expected cost savings and operating leve...
