Amazon Stock Down On $100 Billion CapEx, Doubts About AI Payoff
1. Amazon's capex plans for 2025 reached $320 billion, raising investor skepticism. 2. Stock fell 4% after mixed earnings despite strong revenue growth in Q4 2024. 3. Analysts see Amazon stock about 10% undervalued despite disappointing guidance. 4. AI investments face scrutiny; uncertain growth triggers caution among investors. 5. Currency exchange poses a $2.1 billion headwind, impacting guidance for Q1 2025.