CNBC Daily Open: Amazon's projected capex dwarfs that of its peers — which have already spooked markets

Market Intelligence Analysis

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Amazon's projected capital expenditure of $200 billion has exceeded analysts' estimates and surpassed its peers, potentially spooking markets due to the significant investment outlay.

Market Impact

Market impact analysis based on bearish sentiment with 80% confidence.

Sentiment
Bearish
AI Confidence
80%
Time Horizon
Short Term

Article Context

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Amazon's capital expenditure projection comes in at $200 billion, above analysts' estimates of $146.6 billion and higher than the roughly $131 billion in 2025.

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Original article published by CNBC on February 6, 2026.
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