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- Jan 6 As Bitcoin rebounds, the cumulative spend on AI Capex reaches $550B
Jan 6 As Bitcoin rebounds, the cumulative spend on AI Capex reaches $550B
$RDDT $AMZN
Mukund Mohan
February 06, 2026
Market
“Amazon $AMZN ( ▲ 1.0% ) earnings were good on the top line beat, but bottomline and forecast were weaker. They also suggested a $200B Capex spend for 2026, 34% more than expected” 😊 😋
Markets rebounded violently after 2 weeks of relentless selling of technology stocks
The unsung hero of the Amazon business was Ads, which is now a $21B business only behind $GOOGL ( ▲ 1.43% ) and $META ( ▼ 1.34% ) . The other companies including TikTok, $APP ( ▼ 2.28% ) $PINS ( ▼ 3.82% ) $RDDT ( ▼ 3.6% ) $SNAP ( ▼ 0.95% ) $TDD ( 0.0% ) are not even in the race to be #4.
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Video of the day
Today’s video is on Amazon $AMZN ( ▲ 1.0% ) the cloud and retail company.
