Amazon has massive spending plans in 2026 in order to build infrastructure for artificial intelligence (AI). Its retail business still has underappreciated earnings potential.

A former Citi executive predicted that there will be more AI robots than human workers in just a few decades. "You can already buy a humanoid today, which gives you a payback period versus human workers of less than 10 weeks," the executive told CNBC's "Squawk Box Europe" on Monday.

Amazon is a rare triple-threat, with two industry-leading businesses and a third that's a strong contender. Investors are underestimating this tech dynamo, which is spending heavily to drive future growth.

SpaceX CEO Elon Musk announces Starlink's move to offer free hardware and cut prices to acquire a broader customer base.

The investment case in Amazon is simple. Top-tier business trading barely above a market multiple. Current bearishness over CapEx is misplaced; investments are funding long-term growth, with AWS and chips businesses poised for significant future cash flow inflection. Retail and advertising segments are deepening their moats, growing faster than peers like COST and WMT, yet AMZN trades at a fraction of their multiples.

These companies already play a major role in AI. They're well-positioned to benefit as the growth story continues to unfold.

Jeff Bezos praised Ryan Gosling's performance in Project Hail Mary as Amazon rolls out Prime-exclusive early screenings ahead of the film's March 20, 2026 release, while the company's shares slipped despite after-hours gains.

Elon Musk accused Anthropic of massive training data theft after the AI firm claimed Chinese companies including DeepSeek, Moonshot AI and MiniMax copied its Claude model through large-scale distillation attacks, escalating an intensifying AI industry feud.

Amazon will invest $12 billion in data center campuses in Louisiana that will support its artificial intelligence (AI) and cloud computing technologies, the company said in a Monday (Feb. 23) press release. The company will fully fund the infrastructure needed to power its operations.

Amazon announced a $12 billion data center project in Louisiana in which the company vowed to pay its own way for energy and other infrastructure.