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Amazon (AMZN) Stalls as Massive $200B AI Capex Offsets Rapid AWS Cloud Growth

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The Story

News Summary

  • Amazon hosted its India Summit, highlighting its $35 billion investment in local cloud and AI infrastructure.
  • Despite strong 28% AWS growth in Q1 2026, massive global capex plans of $200 billion and high valuation keep short-term sentiment neutral, making it a hold for now.
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AMZN price history

253.54 +10.39% over the displayed period

Advisor Snapshot

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