Why Amazon Stock Price Fell 1.4%: AWS Bahrain Trouble Revives AI-Spending Concerns
Amazon shares fell 1.4% to $207.24 Tuesday, about 20% below their 52-week high, as the company faces $200 billion in planned 2026 capital spending, much for AI infrastructure. AWS operations in Bahrain were disrupted by drone activity, the second such incident in a month. The Nasdaq dropped 0.84% amid rising oil prices and Treasury yields. Amazon told AWS customers to migrate to other regions but gave no recovery timeline.