$Amazon.com(AMZN)$ exciting ne

$Amazon.com(AMZN)$ exciting news cooling quickly maybe a little AI ennui. in the marketsentiment?.

Amazon Surges 15.3% — Is AI Spending Finally Paying Off?

Amazon closed up 15.32% on Friday, fully realizing its post-earnings after-hours gains, as JPMorgan reset its price target citing 'AI returns have arrived.' AWS growth rebounded to its fastest pace in five years, and ~$220 billion in 2026 capex was reread by markets as capacity-grabbing rather than cash-burning. With the bullish narrative now fully priced in, free cash flow is the next test — and when the same capex draw two different verdicts within two weeks, how much room does this repricing have left?

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