AI Capex Boom Vs. The Dot-Com Bubble: The Striking Similarities And Three Big Concerns [Seeking Alpha]
Amazon.com, Inc. (AMZN)
Last amazon.com, inc. earnings: 4/30 04:01 pm
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Source: Seeking Alpha
AI capex as a percentage of GDP has surpassed dot-com-era highs, with hyperscalers and chipmakers risking overcapacity and future margin pressure. Capex fatigue is visible as hyperscaler stocks underperform after spending announcements, with investors signaling caution and potential pullbacks. I remain bullish on Amazon but advocate smaller tech allocations and higher cash balances due to mounting risks from aggressive capex and elevated valuations. Vertigo3d/iStock via Getty Images Many major market indexes just hit new record highs, and earnings were strong this quarter. But, underneath all of this bullishness, there are some major concerns. This is especially true when you look at the massive capex spending plans the This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of AMZN, GOOGL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not recei
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News
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AMZN
Earnings
- 2/5/26 - Miss
AMZN
Sec Filings
- 2/12/26 - Form 144
- 2/11/26 - Form 144
- 2/10/26 - Form 13F-HR
- AMZN's page on the SEC website