Amazon is scheduled to release its second-quarter 2026 earnings after the U.S. stock market closes, with investors watching both headline results and signals on AI-related spending. According to LSEG data, the market expects revenue of $196.47 billion and earnings per share of $1.82. Within that, Amazon Web Services is projected to generate $40.54 billion in revenue, while advertising revenue is expected to reach $19.43 billion. Attention is also centered on the company’s AI infrastructure buildout and whether management will adjust its full-year capital expenditure target. Amazon had previously maintained guidance for about $200 billion in capex for 2026. After Alphabet raised its own full-year capex outlook, several institutions now expect Amazon could also lift its spending target. Morgan Stanley, for its part, estimates Amazon’s capital expenditure will reach $218 billion this year and says AWS can sustain long-term growth, supported by partnerships including OpenAI and Anthropic, according to CNBC.
Amazon is due to report its second-quarter 2026 results after the U.S. market closes.
According to LSEG data, the market expects the company to post $196.47 billion in revenue and earnings per share of $1.82. AWS revenue is projected at $40.54 billion, while advertising revenue is expected to come in at $19.43 billion.
Beyond the core earnings figures, investors are also watching the company’s progress on AI infrastructure investment. Amazon had previously kept its 2026 capital expenditure guidance at about $200 billion, but after Alphabet raised its full-year capex outlook, several institutions now expect Amazon could also increase its own full-year spending target.
Morgan Stanley estimates Amazon’s capital expenditure will reach $218 billion this year and expects AWS to maintain long-term growth, supported by partnerships including OpenAI and Anthropic, according to CNBC.
This article was originally published by Bit.Fan. For more cryptocurrency news and market insights, visit www.bit.fan. Disclaimer:
The market information, project data, and third-party content displayed on this platform are for industry information sharing only and do not constitute any form of investment advice or return commitment.
Cryptocurrency trading carries high risks. Users should fully assess their risk tolerance and make independent decisions. All profits, losses, and legal responsibilities are borne by the users themselves.
