Amazon's $200B Capex Plans Cap Tough Week for Tech | The Pulse 2/6/2026
February 6, 2026
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48:28Now PlayingAmazon's $200B Capex Plans Cap Tough Week for Tech | The Pulse 2/6/2026
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as posted by the channelIt's been a bruising week for tech with a $1 trillion software selloff and sharp falls in big tech despite solid revenue growth. Huge capex spending has been the big concern, and this week's spending announcements have done nothing to allay those fears. This week alone, four of the biggest US tech companies forecast combined spending for the year of around $650 billion. $200 billion of that is by Amazon alone, leading to its shares tumbling.
Today's guests: Isabelle Mateos y Lago, BNP Paribas, Group Chief Economist; Luis Costa, Citi, Global Head of EM Strategy; Lindsay Newman, King's College London, Visiting Research Fellow
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
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