# Amazon
Latest news and articles about Amazon
Total: 15 articles found
Buffett’s Farewell Portfolio: Berkshire Slashes Amazon and Trims Apple and BAC, Opens a Position in The New York Times
Berkshire Hathaway’s last 13F filed while Warren Buffett was CEO shows large reductions in Amazon (over 77% cut), continued trimming of Apple and significant sales of Bank of America, while opening a new roughly $352m stake in The New York Times. The moves—combined with increases in Chevron and Chubb—suggest a selective rotation into energy and insurance and a cautious stance on big tech amid questions about AI‑related spending.
India Pledges $200 Billion for Data‑Centre Buildout to Power an AI Push
India has signalled plans to marshal about $200 billion to build data centres that will underpin a national AI push, a package that reportedly includes commitments from Google, Microsoft and Amazon. The pledge underscores New Delhi’s ambition to secure compute capacity and foster a domestic AI ecosystem, but faces major logistical, fiscal and regulatory hurdles before it can deliver results.
Amazon Cleared to Add 4,500 Satellites — Kuiper’s LEO Service Nears Launch as Orbital Competition Intensifies
The FCC has authorised Amazon to add 4,500 satellites, bringing its Kuiper/Leo constellation to about 7,700 craft and positioning the company to start commercial LEO internet service later this year. Amazon is accelerating launches through multiple providers, seeking deadline relief from the FCC, and entering a scaling race with SpaceX, whose far larger satellite ambitions could reshape launch economics and orbital governance.
Amazon Eyes a 'Content Marketplace' to Sell Publishers’ Texts to AI Firms — A New Supply Chain for LLMs
Amazon is reportedly planning a content marketplace to let publishers license text to AI developers, a move that could streamline data procurement for large language models and provide new revenue for publishers. The plan raises questions about market power, licensing terms, and the control and provenance of training data.
One Nomination, Many Aftershocks: How a Fed Pick and AI Fears Unleashed a Market Reset
Kevin Warsh’s nomination as Fed chair shocked markets by shifting expectations on monetary policy, triggering a dollar rally and deep declines in gold, silver and bitcoin. But the sell-off also reflected a broader reassessment of tech valuations as agentic AI threatens traditional SaaS economics and forces enormous corporate AI capital spending.
Big Tech’s $660bn AI Gamble Sparks Market Panic as Investors Question the Payoff
Big U.S. tech companies plan roughly $660 billion of AI-related capital spending in 2026, triggering a sharp market sell-off despite strong revenue growth. Investors worry the large, front-loaded investments will lengthen return timelines and concentrate risk, while Apple’s lower-spend, partnership-led approach has been rewarded.
Wall Street Edges Up as Amazon’s $200bn Capex Shock Sends Storage Stocks Higher
U.S. stock indexes opened higher while Amazon tumbled over 9% after announcing a $200 billion capital expenditure plan, triggering investor concern. Storage suppliers such as SanDisk and Western Digital gained on expectations of increased demand from cloud and data-centre expansion.
Amazon’s $200bn AI Gamble Roils Markets Despite Robust Quarter
Amazon beat expectations in Q4 with solid revenue and profit growth, but its pledge to raise 2026 capital expenditure to roughly $200 billion — driven by AI infrastructure and other strategic projects — alarmed investors. The stock fell sharply as markets weighed the risk that such heavy spending could outstrip near‑term cash flow and returns. The outcome will hinge on whether Amazon can convert large upfront investments in data centres, custom chips and networking into durable, high‑margin cloud and AI services.
Tech Earnings and Memory Shortages Trigger Global Risk-Off; Crypto and Silver Plummet as Chinese Stocks Buck the Trend
A sharp risk-off episode on February 5–6 swept US equities, precious metals and cryptocurrencies after mixed earnings and worrying guidance from chip suppliers. Microsoft lost about $152 billion in market value, spot silver plunged nearly 20%, and bitcoin fell over 14% as more than 430,000 leveraged crypto positions were liquidated. Chinese ADRs bucked the trend, posting gains in a selective rally.
Amazon Circles a Custom OpenAI Model to Supercharge Alexa as Talks of a Large Equity Deal Advance
Amazon is negotiating with OpenAI on a commercial agreement that could include a multibillion-dollar equity investment and the creation of bespoke OpenAI models for Amazon products such as Alexa. The arrangement would deepen technical collaboration but raise strategic and regulatory questions about control, vendor lock-in and market concentration in AI.
Amazon Eyes Big Stake in OpenAI as It Seeks Dedicated Models and Talent
Amazon is discussing a multibillion-dollar investment in OpenAI alongside a commercial deal that could require OpenAI to assign staff to build custom models for Amazon’s AI products. The move would intensify rivalry with Microsoft, risk fragmenting the AI ecosystem, and raise questions about OpenAI’s independence and regulatory scrutiny.
Wall Street’s AI Bill: Microsoft’s $381bn Market Shock and the Hard Question for Tech Giants
A recent sharp sell‑off wiped about $381 billion off Microsoft’s market value after Azure growth showed signs of slowing and the company flagged more than $100 billion of capital spending for the year. The market reaction underscores a broader investor scepticism about whether massive AI‑related investments across big tech will be monetised, shifting the emphasis from spending to demonstrable returns.