Amazon ($AMZN) podcast mentions
Per Ticker.id: 593 Amazon ($AMZN) mentions across 51 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-11-02.
When you look over your shoulder, do you see so many double-digit percentage declines in industries and individual stocks? How can you not say a bit of a bubble has burst? That doesn't mean the fundamentals are over. It just means we've got to pause here. And technically, we're struggling. We have to figure out Are earnings estimates too high? Look at Google, Amazon last week. Number 2, how are we going to finance the CapEx? That's all over the place. And most importantly, long term, number 3, how are we going to convert all this spending into free cash flow? I think that's what the market's wrestling with.
Ed Yardeni · Bloomberg Surveillance · Bloomberg Surveillance TV: November 2, 2026 · 2026-11-02So let's connect. Can we connect this back to the Fed? Because I feel like this is part of what the Fed's watching. They're saying the consumer not giving it up yet. That's some of the confidence in the last rate hike. And if we get more rate hikes against the 2s, as we're thinking about that logic, The other part that's weighing heavily on me, you have other slides where you talked about this in your last presentation that make me want to ask you this question. The AI CapEx spend we just saw, I mean, Google shaved what, a half trillion dollars off market cap in the last, whatever it's been. Um, we've seen the Amazon numbers, we've seen the Google numbers, the Microsoft numbers. This AI CapEx spend is still insane, still bananas, still a huge part of like GDP. If the consumer and that are still going, does one of those need to break before any— go ahead, Dave.
Matt Ziegler · Excess Returns · Chip Stocks Look Cheap. AI Spending Is Surging. So Why Is Cameron Dawson Watching for Peak Earnings? · 2026-11-02And the reason they're down is because they, I believe, like from my naive reading, I'm not a single stock analyst, but what I read of the transcripts was they were fairly realistic about what their 2, 3-year prospects were. It's like, we're not gonna grow 100% a year forever. Surprise. Like, you can't do that. And because they had the temerity to be just slightly real, I think in a way that we all believe. The stock is down 30%. I mean, we're talking about an enormous wipeout of wealth in one name there. Are we just setting ourselves up for a, like a cascade of these kind of announcements? Because I mean, Amazon came out last night and said they expect to continue their 40% AWS growth. I mean, come on, right? Do that for 7 years and they're the largest company in the universe. Like you can't do that forever.
Dave Nadig · Excess Returns · Chip Stocks Look Cheap. AI Spending Is Surging. So Why Is Cameron Dawson Watching for Peak Earnings? · 2026-11-02Yes, taxpayers do. Yeah, we do. Amazon reported more CapEx than expected. That's down 2%. Nvidia didn't even report. That's not for another couple of weeks, but it's also being dragged lower. And Bitcoin, I wanted to include because there's a big, big hack, $6.3 billion stolen from Binance. That is crypto's biggest hack ever.
Scarlet Fu · Bloomberg Surveillance · 'Ugly' Midterms, Increasing Your Nest Egg, Everywhere Millionaires · 2026-10-31Thank you, John Tucker, for that New Jersey gas quote. This is a pleasure for us. Sarah Friar changed the debate. Debate on technology a few years ago, a small book on Instagram that did better than good. She drives all of our technology coverage. I got 8 ways to go here. Scarlet's overwhelmed by how Amazon's down, Intel's down. I don't care. You are viscerally attached to Silicon Valley. How many billionaires are going to leave California?
Tom Keene · Bloomberg Surveillance · 'Ugly' Midterms, Increasing Your Nest Egg, Everywhere Millionaires · 2026-10-31Let's get to some individual names. Intel down about 28, 29% on its own. Amazon reported more PAC CapEx than expected. So investors are punishing that.
Scarlet Fu · Bloomberg Surveillance · 'Ugly' Midterms, Increasing Your Nest Egg, Everywhere Millionaires · 2026-10-31Yes, taxpayers do. Yeah, we do. Amazon reported more CapEx than expected. That's down 2%. Nvidia didn't even report. That's not for another couple of weeks, but it's also being dragged lower. And Bitcoin, I wanted to include because there's a big, big hack, $6.3 billion stolen from Binance. That is crypto's biggest hack ever.
Scarlet Fu · Bloomberg Intelligence · 'Ugly' Midterms, Increasing Your Nest Egg, Everywhere Millionaires · 2026-10-31Thank you, John Tucker, for that New Jersey gas quote. This is a pleasure for us. Sarah Friar changed the debate. Debate on technology a few years ago, a small book on Instagram that did better than good. She drives all of our technology coverage. I got 8 ways to go here. Scarlett's overwhelmed by how Amazon's down, Intel's down. I don't care. You are viscerally attached to Silicon Valley. How many billionaires are going to leave California?
Tom Keene · Bloomberg Intelligence · 'Ugly' Midterms, Increasing Your Nest Egg, Everywhere Millionaires · 2026-10-31Let's get to some individual names. Intel down about 28%. Down 29% on its own. Amazon reported more PAC CapEx than expected, so investors are punishing that.
Scarlet Fu · Bloomberg Intelligence · 'Ugly' Midterms, Increasing Your Nest Egg, Everywhere Millionaires · 2026-10-31Venlabs.io/mad. The AI infrastructure stocks are decidedly out of favor after a very tough October. And at this point, the big question investors should be asking is whether this is just a temporary setback on the road to higher levels, a storm that will pass, or if this is the beginning of the end for this theme, the data mall, after we've seen such huge gains over the past 4 years or so? One way we can begin to answer this question is to look at what some of the largest tech companies are saying in their conference calls, chiefly about their capital expenditures or CapEx plans so far this earnings season. See, just a small handful of companies are responsible for the lion's share of the hundreds of billions of dollars that are being invested in new data centers. Really? It's just 5 that matter: Alphabet, Amazon, Microsoft, Meta, and SpaceX. These companies' CapEx spending becomes the revenue for all the various companies that sell into the data center. And, you know, we talk about these all the time.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/30/26 · 2026-10-31So at the end of a bruising week for tech where so much money was lost versus at least other sectors, I want to spend some time focusing specifically on what these companies said about their CapEx budgets. I want to be factual, not emotional. Let's start with Microsoft, because CEO Satya Nadella and CFO Amy Hood, after this, these reports, they, they look like the grown-ups in the room spending money only when they have a clear idea of how they'll earn it back and then some. Mostly through Azure, which is, we know, their web service business, and some to the extremely successful Copilot. Microsoft had the best report of the 3 mega-cap tech companies that reported this week, beating revenue and earnings expectations, while Google and Amazon missed on both. Azure grew 48% and the quarterly free cash flow was positive, $18.6 billion. That's the appeal of living within your means, investing somewhat aggressively while still managing to generate cash after your capital spending.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/30/26 · 2026-10-31They had their worst single-day performance in history yesterday, falling 12.6%, losing nearly $500 billion in market value. Well, I can say to them is thank heavens for Intel. They made you look good, Alphabet. Alphabet's also renting more compute capacity. CFO Anand Ashkanazi said Google started using third-party compute late in the third quarter and will increase usage in the fourth quarter. She warned that that will pressure margins. It's really expensive to rent that in the near term, but management thinks this is a better solution than turning away customers. We already know that back in June, Google agreed to pay SpaceX $920 million a month for access to NVIDIA-powered computing capacity. Can you imagine? Can you really make that money back? Then there's Amazon, which posted its first double miss at sales and earnings in 4 years. It reiterated its former outlook of $220 billion in CapEx for 2026.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/30/26 · 2026-10-31And Andy Jassy expects to spend, I'm going to quote, meaningfully more, end quote, in 2027, saying customers begin consuming new capacity almost as quickly as Amazon installs it. Impressive. In other words, there's a good return on the stuff. The AWS cloud business grew 39%. Management expects growth above 40% both in 2027 and 2028. Now that's a powerful argument for investing in more compute. But Amazon's free cash flow was negative $33.5 billion in the quarter. That's the third straight quarter in which cash flow was negative. The customers are there, but so are the bills. The stock was hit hard after hours last night but ended down less than 2% today, much less than the Nasdaq as a whole. More on Amazon later in the show, but I can tell you that I think the market got it wrong by selling the stock. Meta reported last week, and the results actually in retrospect were strong on top and bottom lines. Third quarter revenue was a clear beat and record quarterly figure, but quarterly free cash flow was again negative, $2.1 billion.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/30/26 · 2026-10-31Let's go to work. I got mad at myself this morning on Squawk on the Street, mad for anointing Intel as the key stock for the Chapel Trust before it fell off a cliff. Even though I held off buying more of it and urged people to see the quarter first before they bought it anymore, I own a slug of it, and for that I deserve a podium. At the same time, I also own Amazon. There, I think my perseverance is worth explaining. After years of loving Intel as a hedge fund manager, I lost interest in the stock once the great ones— Gordon Moore, Andy Grove, Greg Barrett— moved on. It became just another company. Andy's Lisa soon knew that. And after years of playing second fiddle, she became first violin in the semi-orchestra, taking clients left and right with better products. It got run into the ground by the last CEO and had to be saved by the federal government. With a cash infusion last year.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/30/26 · 2026-10-31Revenue, gross margin, and earnings per share exceeded "including our strongest data center revenue growth in 15 years." End quote. All true. But that's, that's why we bought it. But if we had only had some caution given about PCs before, it could have prevented the debacle. Even a hint could have helped. Oh, and again, my fault. It's always the money manager's fault. You just don't talk about it on TV. I believe and close my eyes to the possibility this PC business could be horrible. I got it wrong. I surrender. One where I refuse to surrender though, however, is Amazon. Yes, its sales and earnings missed, but I think that the right metric here here is actually operating income, which at $28.1 billion was much better than the $22.5 to $26.5 billion that the company guided for and the $26.2 billion that Wall Street expected. Why not net income or earnings per share, right? Hold it, because those include gains and losses from the company's investments, which are unrelated to how the real business performed. Amazon's revenue also came in at the high end of its guidance range.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/30/26 · 2026-10-31