🔴 Amazon is trading 9% down today on $200B AI capex plans and weak Q1 guidance

AMZN is trading at $201.94 (-9.32%) after revealing a massive $200 billion capital expenditure plan for 2026 focused on AI, chips, and robotics.

• Despite beating revenue estimates at $213.4B and recording strong 24% AWS growth, investors are reacting to cash flow strain and a significant drop in free cash flow.
• The sell-off is intensified by weak Q1 operating income guidance and at least five brokerage price target cuts, reflecting broader market anxiety over aggressive AI spending.