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Source document· February 6, 2026

Amazon Q4 Earnings Miss Estimates, Shares Slide on $200B Capex Plan

View original at finance.yahoo.com
Amazon Q4 Earnings Miss Estimates, Shares Slide on $200B Capex Plan Amazon.com AMZN shares dipped in after-hours trading on Thursday after the company delivered fourth-quarter 2025 earnings of $1.95 per share, which increased 5% from the year-ago quarter but fell short of the consensus estimate by 1.52%…
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  • AWS custom chips business including Trainium and Graviton now has a combined annual revenue run rate of more than $10 billion and is growing at triple-digit percentages year over year

    80% confidence
  • Plans to invest approximately $200 billion in capital expenditures in 2026, predominantly in AWS

    80% confidence
  • Net sales guidance for Q1 2026 is between $173.5 billion and $178.5 billion, representing 11% to 15% growth

    80% confidence
  • Operating income guidance for Q1 2026 is expected to range between $16.5 billion and $21.5 billion

    80% confidence
  • Amazon Bedrock is now a multibillion-dollar annualized run rate business with customer spend growing 60% quarter over quarter

    80% confidence
  • Trainium4 is expected to start delivering in 2027

    80% confidence
  • Graviton5 is up to 40% more price-performant than leading x86 processors

    80% confidence
  • Amazon LEO commercial rollout is expected later in 2026

    80% confidence
  • Graviton is used by more than 90% of the top 1,000 AWS customers

    80% confidence
  • Shoppers using Rufus show 60% higher purchase completion rates

    80% confidence
  • Plans more than 20 Amazon LEO satellite launches in 2026 and over 30 in 2027

    80% confidence
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Ce que nous observons
AI Boom Hits a Fork: Slowdown Calls Clash with Capex Confidence as Markets Get Nervous
Dario Amodei's repeated calls for a global slowdown in frontier AI development, echoed by Microsoft's new humanist AI code of conduct and FTC antitrust caution, are being publicly rejected by Nvidia and Meta leadership even as hyperscaler spending draws fresh skeptical scrutiny (Wachter's analysis, Burry-style overbuilding worries) and weak guidance from Adobe and a post-slowdown-comment selloff in GE Vernova signal investor jitters. Meanwhile wealth and security effects of the AI race keep compounding — Zhang Yiming's fortune surging on AI-driven ByteDance value, a Chinese hacking firm weaponizing AI against stolen government secrets, and low-quality AI-generated products (an AI sitcom, a spam-flooding agent platform) fueling backlash even as adoption races ahead.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Là où les sources divergent
Berkshire Hathaway
Both facts report Berkshire Hathaway's cash position on 2026-01-01 with identical observation timestamps, but claim vastly different values: 380 billion USD vs 400 USD. These cannot both be true for the same entity at the same point in time. The magnitude of the discrepancy (a factor of ~10^9) rules out rounding, unit conversion, or methodological differences.
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