Amazon Gains 5% on Shareholder Letter, Globalstar Deal, $15 Billion AWS AI Revenue

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David Moadel

Thu, April 9, 2026 astatine 12:46 PM CDT 5 min read

Amazon (AMZN) banal spiked connected Thursday, fueled by CEO Jassy’s shareholder missive revealing $15B successful AWS AI annualized gross and a $200B 2026 capex committedness for AI infrastructure.
Amazon’s acquisition talks with Globalstar (GSAT) would fortify Project Kuiper outer net against SpaceX’s Starlink, portion Amazon Pharmacy’s same-day transportation of Eli Lilly’s (LLY) Foundayo GLP-1 pill taps a monolithic weight-loss market.
Amazon’s escaped currency travel fell 65.95% YoY successful 2025 owed to AI capex; the $200B 2026 spending committedness keeps the unit elevated.
The expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks. Get them present FREE.

Amazon (NASDAQ:AMZN) shares are up 5% successful Thursday's session, climbing from $221.25 to $232 arsenic of midday. Multiple autarkic catalysts are landing simultaneously, each susceptible of moving the banal connected its own.

CEO Andy Jassy's yearly shareholder missive is the superior operator of Amazon stock, but reports of acquisition talks with Globalstar (NASDAQ:GSAT) and a caller pharmacy concern with Eli Lilly (NYSE:LLY) are adding fuel. The bulls are reacting to a institution gathering infrastructure that competitors can't easy replicate.

READ: The expert who called NVIDIA successful 2010 just named his apical 10 AI stocks

The header from Jassy's missive is striking. AWS AI services present transportation implicit $15 cardinal successful annualized revenue, a fig that caught galore investors disconnected guard. Jassy besides disclosed that Amazon's interior spot concern exceeds $20 cardinal successful value, with customized silicon similar Trainium and Graviton increasing astatine triple-digit percentages twelvemonth implicit year.

Jassy didn't shy distant from the spending question. Amazon plans astir $200 cardinal successful superior expenditures for 2026, chiefly directed astatine AI infrastructure. He dismissed concerns astir an AI bubble, framing this infinitesimal arsenic a "once-in-a-lifetime inflection" and projecting important aboriginal gross and escaped currency travel expansion.

The underlying concern backs up that confidence. Amazon'a dull-year 2025 gross deed $716.92 billion, up 12.38% twelvemonth implicit year, portion AWS gross grew 20% to scope $129 cardinal for the afloat year. In Q4 2025 alone, AWS posted $35.58 cardinal successful revenue, its fastest maturation successful 13 quarters astatine 24% twelvemonth implicit year.

Reports that Amazon is successful acquisition talks with Globalstar are drafting superior attention. The imaginable woody would fortify Project Kuiper, Amazon's outer net inaugural and nonstop challenger to SpaceX's Starlink. As we explored successful Amazon Is Ready to Take connected Starlink successful Space-Based Broadband, the institution has been softly gathering retired low-earth-orbit capableness with superior intent.

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