The Transcript
Capex guided up in FY 26:
$AMZN CEO: "We expect to invest about $200B in capex across Amazon in 2026."
$GOOGL CEO: "Our 2026 CapEx investments are anticipated to be in the range of $175 to $185B."
$META CEO: "We anticipate 2026 capex.. to be in the range of $115-135B"
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Capex guided up in FY 26:
$AMZN CEO: "We expect to invest about $200B in capex across Amazon in 2026."
$GOOGL CEO: "Our 2026 CapEx investments are anticipated to be in the range of $175 to $185B."
$META CEO: "We anticipate 2026 capex.. to be in the range of $115-135B"
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Offshore
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Dimitry Nakhla | Babylon Capital®
$AMZN trades at ~$2.17T market cap.
AWS + ADS generated ~$197.36B in LTM revenue — both segments with 30%+ operating margins.
$AMZN now trades ~11x AWS + ADS sales. https://t.co/VEVgQpOujF
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$AMZN trades at ~$2.17T market cap.
AWS + ADS generated ~$197.36B in LTM revenue — both segments with 30%+ operating margins.
$AMZN now trades ~11x AWS + ADS sales. https://t.co/VEVgQpOujF
Amazon $AMZN Q4 2025 Report 🗓️
✅ REV: $213.39B (+14% YoY)
❌ EPS: $1.95 (+5% YoY)
☁️ AWS $35.79B (+24% YoY)
💵 ADS $21.31B (+23% YoY)
☁️ AWS growth accelerated for the third consecutive quarter, fastest growth rate in last 13 quarters
💰 FY Operating Income +17% YoY https://t.co/pnjoLFZEYR tweet
Offshore
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The Transcript
Big Tech capex:
$MSFT $GOOG $GOOGL $META $AAPL $AMZN https://t.co/fkuhyHUJcv
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Big Tech capex:
$MSFT $GOOG $GOOGL $META $AAPL $AMZN https://t.co/fkuhyHUJcv
Capex guided up in FY 26:
$AMZN CEO: "We expect to invest about $200B in capex across Amazon in 2026."
$GOOGL CEO: "Our 2026 CapEx investments are anticipated to be in the range of $175 to $185B."
$META CEO: "We anticipate 2026 capex.. to be in the range of $115-135B" tweet
Offshore
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Fiscal.ai
"With such strong demand for our existing offerings and seminal opportunities like AI, chips, robotics, & low earth orbit satellites, we expect to invest about $200B in CapEx across Amazon in 2026, and anticipate strong long-term return on invested capital.”
$AMZN https://t.co/hmuOV6mdwJ
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"With such strong demand for our existing offerings and seminal opportunities like AI, chips, robotics, & low earth orbit satellites, we expect to invest about $200B in CapEx across Amazon in 2026, and anticipate strong long-term return on invested capital.”
$AMZN https://t.co/hmuOV6mdwJ
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The Transcript
Bloom Energy CEO: "Bring-your-own-power has shifted from a slogan to a business necessity for AI hyperscalers and manufacturing facilities. This shift is secular and growing."
$BE: +11% AH https://t.co/vkswJwrO7t
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Bloom Energy CEO: "Bring-your-own-power has shifted from a slogan to a business necessity for AI hyperscalers and manufacturing facilities. This shift is secular and growing."
$BE: +11% AH https://t.co/vkswJwrO7t
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Offshore
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The Transcript
Atlassian CEO: "We had a fantastic Q2. We’re building a bloody great business. I’m convinced AI is great for Atlassian. Others think software is dead. In this environment, it seems that noise swamps signal, nuance gets lost."
$TEAM: -9% AH https://t.co/grps5IlRZc
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Atlassian CEO: "We had a fantastic Q2. We’re building a bloody great business. I’m convinced AI is great for Atlassian. Others think software is dead. In this environment, it seems that noise swamps signal, nuance gets lost."
$TEAM: -9% AH https://t.co/grps5IlRZc
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Offshore
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The Transcript
Atlassian: "We plan to accelerate the pace of share repurchases in H2 relative to H1....To further underscore their conviction in our massive long-term growth opportunities, the founders will pause their selling plans that have been in place since the IPO" $TEAM https://t.co/P5DsPTbwRW
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Atlassian: "We plan to accelerate the pace of share repurchases in H2 relative to H1....To further underscore their conviction in our massive long-term growth opportunities, the founders will pause their selling plans that have been in place since the IPO" $TEAM https://t.co/P5DsPTbwRW
Atlassian CEO: "We had a fantastic Q2. We’re building a bloody great business. I’m convinced AI is great for Atlassian. Others think software is dead. In this environment, it seems that noise swamps signal, nuance gets lost."
$TEAM: -9% AH https://t.co/grps5IlRZc tweet