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

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

Amazon shares plunged after the tech giant reported mixed fourth-quarter earnings and issued an aggressive forecast for 2026 spending on 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.

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