Amazon’s shares dropped in after-hours trading despite beating fourth-quarter revenue expectations with $213.39 billion. CEO Andy Jassy announced a $200 billion investment plan for 2026. Deepwater Asset Management’s Gene Munster believes the market is overlooking Amazon’s growth potential compared to peers like Alphabet and Meta Platforms. CNBC’s Jim Cramer defended the spending rationale.

AWS generated $35.6 billion in fourth-quarter revenue, up 24% year over year, with $12.5 billion operating income. For the full year, AWS revenue increased 20% to $128.7 billion. Amazon’s stock ranks high on Quality in Benzinga’s Edge Stock Rankings and shows a positive price trend across different time frames.

Futurum Group CEO Daniel Newman highlighted Amazon’s AI momentum, benefiting not only from cloud services but also across advertising, logistics, robotics, and commerce. Amazon’s investments in AI infrastructure, custom chips, robotics, and satellite networks are expected to drive growth and innovation in the coming years.

Read more at Yahoo Finance: Not Saying Downside Overdone, ‘I Figure Tomorrow’s Pretty Ugly’