Is the stock’s recent sell-off a buying opportunity? Maybe.
Amazon‘s (AMZN 5.49%) earnings report on Thursday sent the stock lower, worsening an already difficult 2026 for the stock. Shares are now down more than 10% year to date. Investors were digesting the company’s mind-boggling guidance for 2026 capital expenditures of about $200 billion. These aggressive investments will be driven, in large part, by the company’s effort to support fast-growing demand for its cloud computing business, Amazon Web Services (AWS).
But should the stock really be selling off because of these big investment plans? In the company’s fourth-quarter earnings call, Amazon CEO Andy Jassy shared some great news about these investment plans — words that may make a difference in the stock’s investment thesis.
Here’s a look at Jassy’s comments, as well as others he made about an important catalyst many investors may be overlooking.
Image source: Getty Images.
A $200 billion bet
“Customers really want AWS…
https://www.fool.com/investing/2026/02/06/amazon-stock-investors-just-got-fantastic-news-fro/