🌡️Post-earnings AMD crashed 17% — Can Amazon hold the line?
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The earnings call livestream from $Amazon.com(AMZN)$ is coming soon!
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AMZN 2025Q4 Earnings Conference Call
Tech giants saw their share prices fall after earnings reports💥
Can Amazon withstand the pressure? 📚
Share your unique insights!💬
Catch up fast：These events rocked the markets today.
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📌【Today’s Question】
AMZN's financial report coming out, what do you think of $Amazon.com(AMZN)$ performance today?
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The Gemini ecosystem has reached scale, with over 750 million MAUs and unit costs down 78% vs 2025, a key margin inflection. Gemini 3 Pro is best-in-class in reasoning and multimodal AI, while the Antigravity AI agent platform hit 1.5 million weekly users just two months after launch.
AI is reinforcing Google’s core moats. Search revenue grew 17%, Google Cloud surged 48% with $240B backlog, and YouTube generates $60B+ annually. With early adoption of NVIDIA Vera Rubin GPUs and in-house TPUs, Google is converting massive capex into durable AI infrastructure leadership.
@TigerStars @Tiger_comments @TigerClub
Could it really be a sign that investors are now stricter about the companies they invest in and simply refuse mediocrity or is it just an irrational comparison to nvda.
Overall the pattern of sliding after acceptable earnings is worth keeping an eye on.
The Capex Binge: Amazon is expected to increase capex exceeding USD 150 billion. After Google was punished for its USD 175 B+ forecast, investors are concerned that Amazon is overspending in Capex.
CEO Andy Jassy needs to prove that the massive billions being spent on AI infrastructure are actually hitting the bottom line now, not in 2028.
Amazon must deliver in 3 areas:
AWS needs to show growth of 21% or higher. Anything less, the AI laggard label returns with a vengeance.
The Margin Magic: Analysts are looking for EPS of USD 1.97. If the Bullwhip effect has squeezed margins too thin, not even a Prime Day record will help Amazon.
Trainium Chips: Investors want proof that Trainium chips are in demand.
It is going to be a bumpy ride tonight.
@Daily_Discussion @TigerStars @Tiger_comments @TigerClub
Amazon.com (AMZN) is scheduled to report its fourth-quarter 2025 financial results today, February 5, 2026, after the market closes. Ahead of the announcement, the stock has experienced significant downward pressure, trading at $229.80 — a decline of approximately 3.70% from the previous close.
This volatility follows broader tech jitters and specific investor anxiety regarding the high costs of the AI "arms race".
would probably expects a post-earnings swing of roughly 6.4% to 7% in either direction, based on current options pricing. While the stock has remained "flat" relative to the S&P 500 over the past year, many analysts maintain a "Strong Buy" rating, citing its dominant position and long-term upside potential of over 28%.