Hey — Tim Sykes here.
So, unless you’ve been living under a rock, you probably saw the news…
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Because I think Nvidia CEO Jensen Huang is getting ready to ignite what I’m calling the AI 2.0 catalyst.
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See you inside,
Tim
Amazon's Earnings Miss Was Small, But the Market's Message Wasn't
Submitted by Sam Quirke. Article Posted: 2/6/2026.
What You Need to Know
- A rare EPS miss and a heavy spending outlook triggered an aggressive after-hours selloff in Amazon.
- Considering the stock failed to break out when conditions were favorable last year, it now risks testing the lower end of its range.
- For long-term believers, however, this dip could still turn into an opportunity if execution can follow ambition.
An 11% drop in after-hours trading on Thursday, Jan. 5 tells most of the story about how the market received Amazon.com Inc.’s (NASDAQ: AMZN) latest earnings. In an already fragile week for equities — and tech stocks in particular — Amazon’s results gave investors little reason to be forgiving.
Yes, the earnings miss was marginal and revenue slightly beat expectations. But Amazon rarely gets much leeway when it stumbles, especially as the market shifts from rewarding ambition to scrutinizing execution. Renewed concerns about the scale of forecasted capital expenditures only reinforced that skepticism, making the market reaction feel understandable.
Silicon Valley Insiders are getting spooked about AI - here's why (Ad)
Almost no one sees it coming, but AI is about to split America into two over the next 12 months. On one hand, it'll make America's one-percenters richer and more powerful than ever. On the other hand, it's set to trap millions of hardworking Americans in financial quicksand. Former Google exec Kai-Fu Lee says AI could wipe out 50% of jobs by 2027. Elon Musk has said AI will surpass human intelligence by 2027. Mark Zuckerberg has said half of all coding could be done by AI within the next year. One ex-hedge fund manager whose team predicted Nvidia's rise in 2020 calls this the AI End Game, and he says there are three critical moves every American should make in the next 12 months to protect and grow their wealth through this paradigm shift.
See the three moves before the AI split happensWith Alphabet Inc (NASDAQ: GOOGL), Qualcomm Inc (NASDAQ: QCOM) and Microsoft Corp (NASDAQ: MSFT) among the better-known tech names under pressure this week, Amazon could face further downside before conditions improve. Let’s take a closer look at the numbers and where opportunities might be appearing.
Why the Market Reacted So Sharply
In another environment, Amazon might have escaped with a muted response, but the results arrived at an awkward moment. Sentiment in tech has been growing cautious for weeks, and investors are increasingly sensitive to any sign of margin pressure or weakened capital discipline.
The earnings miss, however small, was still a blemish on a ledger Amazon rarely mars. More importantly, management’s planned spending — forecasted capital expenditures of $200 billion — reignited worries about the intensity and cost of the AI race.
That worry matters because Amazon shares had been acting oddly restrained over the past six months. Despite solid fundamentals and broad analyst support, the stock spent much of the last seven to eight months moving sideways.
Even when market conditions were favorable last quarter, it failed to decisively push to new highs. In hindsight, that hesitation may have been telling — and last night’s report gave the market a reason to question whether that restraint was warranted.
A Stock at Risk of Sliding From a Range Into Something Worse
Technically, the setup has weakened. Amazon shares plunged in Thursday’s after-hours trading, slicing through a key support area around $210 and settling below $200. Expect some indicators to show the stock as extremely oversold heading into the weekend.
Near term, the bullish case is limited: hope that Amazon churns sideways and avoids getting swept up in any broader tech sell-off. At worst, the report could trigger a deeper retracement as investors reassess valuation, spending priorities, and a growing risk-off sentiment.
The Contrarian Case: Why Long-Term Investors Will Be Watching Closely
It would be a mistake to ignore the positives in the report. Forward guidance on net sales came in better than expected, AWS growth beat forecasts, and both online stores’ revenue and operating income exceeded estimates — reinforcing that Amazon’s core businesses are still performing.
Management, led by Andy Jassy, was unapologetically bullish about the expected returns from the planned spending, arguing the investments should deliver attractive returns on invested capital over time. That is a familiar Amazon playbook: spend heavily, endure skepticism, then scale advantages competitors struggle to replicate.
Skeptics are right to demand proof, and the company will need to show tangible progress sooner rather than later. But it is also worth remembering Amazon’s track record: few companies have repeatedly turned large bets into durable profit streams across multiple cycles.
That is one reason analyst support remains strong. Over the past year, Amazon has attracted an extraordinary number of bullish price targets, many pointing well north of $300. With the stock now set to close the week below $200, that roughly 50% potential upside will be hard for long-term investors to ignore.
This email content is a sponsored message sent on behalf of Timothy Sykes, a third-party advertiser of The Early Bird and MarketBeat.
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