Amazon’s, Billion

Amazon’s $200 Billion Penalty, The Bad News Rally, and A Cloud Divorce

07.02.2026 - 15:55:01

Dear readers,

Two hundred billion dollars. That is the figure Amazon CEO Andy Jassy pushed into the center of the table for 2026 capital expenditures—a sum roughly equivalent to the entire GDP of Greece.

In a normal market, a company signaling such massive investment in its future might be celebrated for its ambition. But in the high-stakes atmosphere of 2026, where investors are demanding receipts rather than roadmaps, the market didn’t just blink; it balked.

While Amazon shares were taken to the woodshed, shedding nearly 9% and breaking below key technical levels, the rest of the market staged a defiant, almost perverse rally. The Dow Jones surged over 700 points, fueled by the one thing Wall Read more...

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