Amazon’s Q2 earnings drop on July 30 could reveal whether CEO Andy Jassy will raise the company’s 2026 capex forecast—fueling the AI race with massive infrastructure spending. Alphabet’s recent capex bump, which triggered a stock dip, sets the tone for investor anxiety as chip prices soar and balance sheets strain. Jassy remains bullish, citing strong customer commitments and AWS growth to justify the spend, but markets brace for either a surprise hold or a costly hike that could pressure shares.
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