The Motley Fool
29 Jul 2026, 08:05 UTC · 4h ago
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Amazon's projected capital expenditures for 2026 are $200 billion, a significant increase from the $131 billion spent in 2025. — Massive increases in CapEx can pressure near-term free cash flow and margins, contributing to the investor concern that AI is becoming a 'money pit'.
-0.40CEO Andy Jassy asserts that AI is a once-in-a-lifetime opportunity with unprecedented growth potential and appealing returns on invested capital (ROIC). — Strong leadership conviction regarding long-term profitability helps offset immediate fears of overspending and supports a long-term bullish thesis.
+0.30Amazon recently sold $25 billion worth of bonds to fund the continued build-out of its AI infrastructure. — Increased debt issuance to fund long-term bets increases leverage and interest expenses, adding to the risk profile of the AI investment strategy.
-0.20Which stocks this story touches
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Cited as a success story of long-term value growth in contrast to Blockbuster's failure.
The article highlights investor concerns over high AI infrastructure spending and a stock price that is lagging the S&P 500.
Mentioned in the context of high capital expenditures and the general market worry that AI spending may not yield meaningful returns.
Mentioned alongside other tech giants facing market skepticism regarding the return on massive AI infrastructure investments.
[mutual] Both companies are compared based on their capital expenditures for AI infrastructure development.
[mutual] Both companies are compared based on their capital expenditures for AI infrastructure development.
[mutual] Both companies are compared based on their capital expenditures for AI infrastructure development.
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Invezz
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