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Amazon.com, Inc.: The $200 Billion Question Nobody Can Meme Away

Amazon.com, Inc.: The $200 Billion Question Nobody Can Meme Away

KAHROS Team

TL;DR

Quick Summary

  • Amazon shares closed at $198.79 on February 13, 2026, capping a nine-session losing streak as investors fixate on AI-related spending.
  • Amazon plans $200 billion in 2026 capex for AI infrastructure, putting the spotlight on whether AWS growth can justify the bill.
  • Recent results show strong momentum (Q4 2025 net sales $213.4B, AWS revenue $35.6B), while advertising keeps emerging as a high-margin support beam.

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