Business

Amazon's AI Spending and Inflation Concerns

Updated 2026-10-28 10:35 UTC 1 source Negative

Investors are focusing on Amazon’s cloud business to gauge the effectiveness of its AI spending. Meanwhile, analysts warn that companies previously using tariff refunds may now pass higher costs onto consumers.

Coverage timeline — 2 articles

MarketWatch

Four reasons to start worrying about inflation — including the end of tariff refunds

Dennis DeBusschere, of 22V Research, said companies that previously used tariff refunds to ease cost pressures will increasingly hand down those higher costs to consumers.

2026-10-28 10:21 UTC

MarketWatch

The real way to tell if Amazon’s AI spending is paying off

Investors focus on Amazon’s cloud business, but the most important indicator might lie in the company’s warehouses.

2026-10-28 10:30 UTC