Amazon Falls, Cloud Grows, Cash Burn Hits Record — SkimNews
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- Stephanie Link said to buy Amazon, calling the stock decline a gift for investors.
- Amazon stock dropped on a Wall Street earnings miss despite the biggest cloud growth in years, while its AI build-out pushed cash burn to a record.
Why it matters: Amazon investors face a $42.4 billion free-cash-flow deficit and unchanged 2026 capex even as AWS revenue grew 39% to $45.98 billion. The immediate 3%-plus sell-off contrasts those cloud gains with the cash burn, while Link frames that divergence as a buying opportunity ahead of the Nov. 25 investor day.
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