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Amazon News 5 February 2026 - 7 February 2026

Cloud computing stocks rebounded — but Amazon’s $200 billion spending plan keeps traders on edge

Cloud computing stocks rebounded — but Amazon’s $200 billion spending plan keeps traders on edge

Cloud-focused ETFs rose Friday, with the First Trust Cloud Computing ETF up 4.4% and WisdomTree’s fund up 3.5%. Amazon fell 5.6% after projecting $200 billion in 2026 capex, while Microsoft gained 1.8% and Alphabet slipped 2.5%. Investors weighed AI’s impact on software growth. Key cloud earnings and delayed U.S. jobs data are due next week.
7 February 2026
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Amazon stock (AMZN) slides on $200 billion AI capex plan — what Wall Street watches next week

Amazon stock (AMZN) slides on $200 billion AI capex plan — what Wall Street watches next week

Amazon shares fell 5.6% to $210.32 on Friday after the company forecast 2026 capital spending would jump to $200 billion, up more than 50% from 2025. The drop came as the Dow closed above 50,000 for the first time. Amazon reported fourth-quarter net sales up 14% to $213.4 billion and operating income at $25 billion. Trading in Amazon was volatile, with 179 million shares changing hands.
7 February 2026
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Amazon stock tumbles on $200 billion AI spend plan — what to know before Monday

Amazon stock tumbles on $200 billion AI spend plan — what to know before Monday

Amazon shares fell 5.6% to $210.32 on Friday after the company projected about $200 billion in 2026 capital expenditures, triggering investor concern over AI spending. The stock had already dropped 11.5% after-hours Thursday. Amazon forecast Q1 net sales of $173.5–$178.5 billion and operating income of $16.5–$21.5 billion. Analyst Gil Luria downgraded Amazon, citing rising investment as its cloud lead narrows.
7 February 2026
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Amazon stock slides on $200 billion AI spending plan — what to know before Monday’s open

Amazon stock slides on $200 billion AI spending plan — what to know before Monday’s open

Amazon shares fell 5.55% to $210.32 Friday after the company outlined a $200 billion 2026 capex plan and forecast lower-than-expected operating income. D.A. Davidson downgraded the stock, citing tougher cloud competition. Analysts trimmed price targets following the results. Amazon reported Q4 net sales of $213.4 billion and AWS revenue of $35.6 billion.
7 February 2026
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Amazon stock slides as $200B AI spending plan meets cautious profit outlook

Amazon stock slides as $200B AI spending plan meets cautious profit outlook

Amazon shares fell 9% Friday after the company announced plans for $200 billion in 2026 capital spending, mainly for AWS and AI, and issued a first-quarter profit outlook below estimates. The stock drop could erase $200 billion in market value. Fourth-quarter net sales rose 14% to $213.4 billion, while free cash flow declined due to higher spending on AI infrastructure.
7 February 2026
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Amazon stock slides after $200 billion AI spending plan puts returns in the spotlight

Amazon stock slides after $200 billion AI spending plan puts returns in the spotlight

Amazon shares fell 6.2% to $208.93 Friday after the company projected $200 billion in 2026 capital spending, up from $131 billion in 2025, mostly for AI and cloud expansion. The stock dropped as much as 11.5% in after-hours trading Thursday. Fourth-quarter net sales rose 14% to $213.4 billion, with AWS revenue up 24%. The next earnings update is expected April 30.
6 February 2026
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Amazon stock slides on $200B AI spending shock — here’s what Wall Street watches next

Amazon stock slides on $200B AI spending shock — here’s what Wall Street watches next

Amazon shares fell about 7% to $207.13 Friday after the company announced plans to spend $200 billion on capital expenditures in 2026, far above consensus. The stock touched a session low of $200.44, with roughly $200 billion in market value at risk if losses persist. Amazon’s first-quarter operating income outlook missed analyst estimates. DA Davidson downgraded the stock and cut its price target.
6 February 2026
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Amazon stock slides as $200 billion AI spending plan spooks investors

Amazon stock slides as $200 billion AI spending plan spooks investors

Amazon shares fell 6.3% to $208.58 Friday after the company announced $200 billion in 2026 capital spending, up over 50% from last year. The move raised investor concerns about delayed returns from AI investments. Several brokerages cut price targets, citing pressure on free cash flow. The S&P 500 software and services index has lost about $1 trillion in value since January 28.
6 February 2026
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Wall Street Tech Sell-Off Gets a New Test as Amazon’s $200 Billion AI Spend Plan Bites

Wall Street Tech Sell-Off Gets a New Test as Amazon’s $200 Billion AI Spend Plan Bites

U.S. stocks rebounded Friday, with the Dow up 1.08% and the S&P 500 rising 0.88% by 9:33 a.m. ET, while Amazon shares fell after announcing $200 billion in capital spending. Bitcoin recovered near $68,000 after dropping to $60,000 Thursday. Jobless claims rose, and job openings hit a five-year low. Chip stocks led gains as tech investors weighed heavy AI infrastructure spending.
6 February 2026
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Amazon stock slides on $200 billion AI capex plan as Nvidia and other AI stocks split

Amazon stock slides on $200 billion AI capex plan as Nvidia and other AI stocks split

Amazon shares fell 9% Friday after announcing a $200 billion capital spending plan for 2026, focused on AI infrastructure. Nvidia and AMD rose, while software stocks like ServiceNow and Salesforce dropped sharply. Alphabet signaled capital spending could reach up to $185 billion in 2026. The S&P 500 gained 0.88% and the Nasdaq rose 0.77% by mid-morning.
6 February 2026
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Wall Street rebounds after tech rout, but Amazon stock slides on $200B AI spend plan

Wall Street rebounds after tech rout, but Amazon stock slides on $200B AI spend plan

Amazon shares plunged nearly 9% Friday after announcing a $200 billion AI spending plan, dragging tech stocks lower. The S&P 500 slipped into negative territory for the year on Thursday amid concerns over mounting capital expenditures and weak layoff data. By 09:30 a.m. ET, the Dow rose 0.62%, the S&P 500 gained 0.50%, and the Nasdaq edged up 0.35%. Chipmakers Nvidia and AMD rebounded, each rising over 5%.
6 February 2026
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Nvidia stock bounces in premarket as Amazon’s $200B AI spend stirs the trade; China chip licences in focus

Nvidia stock bounces in premarket as Amazon’s $200B AI spend stirs the trade; China chip licences in focus

Nvidia shares rose 2.7% in premarket trading Friday after the Nasdaq hit a two-month low. Amazon shares dropped 8% premarket following news its 2026 capital expenditures could reach $200 billion. Nvidia’s supply chain pushed back on AI bubble fears, while export policy talks with ByteDance remain unresolved. Investors await Nvidia’s Feb. 25 earnings and key U.S. economic data next week.
6 February 2026
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Dow Jones futures tick up after 600-point slide as Amazon’s $200B AI spend plan hits tech

Dow Jones futures tick up after 600-point slide as Amazon’s $200B AI spend plan hits tech

Dow futures rose 71 points, or 0.1%, in early premarket trading Friday after the index plunged 592 points Thursday, led by sharp drops in Amazon and Microsoft. Amazon shares fell 8% premarket as investors scrutinized its capital spending. U.S. jobs and inflation reports were delayed by a short government shutdown, leaving traders waiting for fresh data. Weekly jobless claims climbed to 231,000.
6 February 2026
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Amazon stock drops in premarket as $200 billion AI capex plan grabs the spotlight

Amazon stock drops in premarket as $200 billion AI capex plan grabs the spotlight

Amazon shares fell 7.7% to $205.60 in premarket trading Friday after a steep drop following earnings. The company plans about $200 billion in capital expenditures for 2026 and forecast first-quarter operating income between $16.5 billion and $21.5 billion. Fourth-quarter net sales reached $213.4 billion, with AWS revenue up 24% to $35.6 billion.
6 February 2026
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Amazon stock price slides after-hours on $200B AI spending forecast as AI stocks wobble

Amazon stock price slides after-hours on $200B AI spending forecast as AI stocks wobble

Amazon shares fell up to 11% after hours Thursday after forecasting $200 billion in 2026 capital expenditures and a weaker-than-expected first-quarter profit. Alphabet set a $175–$185 billion capex target for 2026. The S&P 500 software and services index extended losses, nearing a $1 trillion drop since late January. Nvidia faces U.S. licensing hurdles on chip sales to ByteDance.
5 February 2026
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Dow Jones slides nearly 600 points as AI spending fears hit Wall Street; Amazon sinks after the bell

Dow Jones slides nearly 600 points as AI spending fears hit Wall Street; Amazon sinks after the bell

The Dow Jones Industrial Average fell 1.2% to 48,908.72 as investors dumped tech stocks on concerns over soaring AI infrastructure costs at Amazon and Alphabet. Amazon shares dropped up to 11% after it raised its 2026 capital spending forecast to $200 billion. U.S. jobless claims rose by 22,000 to 231,000, while job openings hit a three-year low. The Nasdaq closed at its lowest since November.
5 February 2026
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Amazon stock drops after-hours as $200B capex plan and profit outlook jar investors

Amazon stock drops after-hours as $200B capex plan and profit outlook jar investors

Amazon shares fell nearly 8% in after-hours trading after the company announced about $200 billion in capital spending for 2026 and a first-quarter profit outlook below Wall Street forecasts. The stock closed regular trading down 4.9% at $221.55. Investors are watching for updates on AWS demand and spending during Amazon’s earnings call at 5 p.m. ET.
5 February 2026
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Amazon earnings today: AWS cloud growth under the microscope after Microsoft’s $500B wipeout

Amazon earnings today: AWS cloud growth under the microscope after Microsoft’s $500B wipeout

Amazon will report fourth-quarter results Thursday, with analysts expecting AWS revenue near $35 billion, up about 21% year-over-year. Investors remain cautious after Microsoft’s Azure slowdown erased $500 billion in value from Microsoft shares. Amazon projects net sales between $206 billion and $213 billion for the quarter. Wall Street eyes Amazon’s spending on AI infrastructure and its impact on margins.
5 February 2026
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Stock Market Today

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

8 February 2026
Tower Semiconductor shares rose 7.7% to $139.04 Friday after announcing a collaboration with Nvidia on AI data-center networking. The stock touched $141 intraday and gained another 1% after hours. Investors await Tower’s Feb. 11 earnings for details on its silicon photonics work. No financial terms or shipment timeline were disclosed.
Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

8 February 2026
Longsys disclosed new guarantees for a 100 million yuan Hong Kong loan and a $9 million Brazil credit line, bringing its total approved guarantee quota to 11 billion yuan and outstanding guarantees to 5.81 billion yuan. The company said all guarantees are for consolidated subsidiaries and within approved limits. Shares closed at 288 yuan Friday, down 1.6%. China inflation and credit data are due this week.
MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

8 February 2026
MACOM shares rose 3.5% to $235.87 Friday after the company reported fiscal Q1 revenue of $271.6 million and raised its full-year data center growth outlook to 35–40%. Fidelity’s FMR LLC disclosed a 10.7% stake, while shareholder Susan Ocampo filed to potentially sell up to 100,000 shares. Stifel raised its price target to $255. MACOM expects to repay $161 million in convertible notes in March.
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