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Boycott Targets Tech Giants Over Immigration Enforcement

Google Pixel 9a: Unlocked at Amazon's All-Time Low of $349

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Big Tech's AI spending spree fuels investor anxiety, erodes profitability and threatens software firms

Amazon Announces $200 Billion 2026 AI Spend Amid Growing German Regulatory Pressure

Catalyst<ul> <li>Most analysts rate AMZN Buy or Strong Buy, showing broad institutional optimism.</li></ul>Risk<ul> <li>Technical indicators show that the market is in a weak state, and we need to pay attention to the risk of decline.</li> <li>Bearish signals are obviously dominant in technical analysis (3 bearish vs 1 bullish).</li> <li>Fund flows show net outflows across all order size buckets, indicating lack of institutional confidence.</li></ul>

Key Factors

Amazon announced a $200 billion capital expenditure plan for 2026, significantly higher than analyst expectations, targeting AI infrastructure, cloud expansion, and robotics.Amazon shares fell more than 7% following the announcement of its massive 2026 capex plans, raising concerns over near-term earnings and free cash flow pressures.German regulators issued a landmark antitrust decision against Amazon, criticizing its marketplace practices and requiring repayment of alleged unfair gains.Amazon plans to invest heavily in AI, cloud infrastructure, chips, robotics, and satellite projects, positioning it as one of the largest tech capital expenditure programs to date.Sun Country Airlines reported a 68% YoY increase in cargo revenue, driven by its partnership with Amazon to operate freighter aircraft.

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