#CNBC About 80% of Amazon’s 2026 capex spending likely AI-related: Deepwater’s Munster

About 80% of Amazon’s 2026 capex spending likely AI-related: Deepwater’s Munster
CNBC’s “Closing Bell Overtime” team discusses Amazon’s 2026 guidance that includes $200 billion in capex spending and what other factors may be sending shares of the company lower after its latest earnings results with Gene Munster of Deepwater Asset Management.

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