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05.02.26 - 21:45
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Amazon Earnings Preview: All Eyes On CapEx (ZeroHedge)
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Amazon Earnings Preview: All Eyes On CapEx
At first, the market was happy to reward big capex forecasts (META); but just a few days later, it changed its mind and decided that the bigger the beat, the bigger the penalty (as was the case with GOOGL today). That leaves Amazon in a precarious place as it prepares to report earnings after the close today: does it project some berserk number or does it risk being conservative? After all, the only thing that will matter is the capex forecast (the earnings will likely be good enough).
Looking at the bigger picture, Bloomberg notes that it's probably not a great sign that Amazon's share price is down more than 4% on the day of earnings, before the first headline has even hit. After the hyperscalers Microsoft and Alphabet spooked markets with their huge spending plans -- Meta seems to have got away with it -- perhaps the best thing Amazon could do would be to announce that it plans only moderate capital expenditure in 2026.
One thing in Amazon's...
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05.02.26 - 21:24
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Live Earnings: Will Amazon Shares Soar if AWS Blows Out Q4 Expectations? (24/7 Wall St.)
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Live Updates Prediction Markets Give Amazon a 97% Chance of Beating Earnings 4 minutes ago Live Prediction markets give Amazon 97% odds of beating earnings tonight. That's higher than any other company reporting after the bell. Prediction markets assign Reddit a 93% chance, Roblox a 32% chance, and Microchip an 80% chance. Amazon (NASDAQ: AMZN) ... Live Earnings: Will Amazon Shares Soar if AWS Blows Out Q4 Expectations?
The post Live Earnings: Will Amazon Shares Soar if AWS Blows Out Q4 Expectations? appeared first on 24/7 Wall St.....
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