CNBC's Kate Rooney reports on what is driving Amazon shares lower after the company reported its fourth-quarter earnings results.

Meanwhile, the company reported earnings per share (EPS) of $1.95 per diluted share, compared to $1.86 in the fourth quarter of 2024 and below analyst expectations of $1.97 as per Stocktwits data. ・The company also boosted its capital expenditure for 2026,

Amazon’s shopping cart spilled over in the fourth quarter of 2025: The ecommerce behemoth raked in a record $213.4 billion in revenue that beat Wall Street expectations. The company’s shares fell in after-hours trading Thursday after Amazon said it expected $200 billion in capital spending for 2026 as it races to compete in the AI

Amazon posted record quarterly revenue and strong cloud growth in Q4 — but its stock fell after the company revealed its capital expenditure plans for 2026.

Amazon shares plunged after the tech giant reported mixed fourth-quarter earnings and issued an aggressive forecast for 2026 spending on AI. Revenue for the October-to-December period edged Wall Street analysts’ consensus estimates,

Amazon raked in a record $213.4 billion in revenue for Q4 2025 but shares fell after the company forecast $200 billion in capital spending for 2026.

Amazon (AMZN) fell in after-hours trading on Thursday after releasing its fourth-quarter earnings report that covered the crucial holiday period. The Seattle-based e-commerce giant reported total revenue in North America in FQ4 was up 10% to $127.

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