
Amazon's Record Cloud Growth Can't Calm AI Capex Fears
Amazon's Q3 2026 earnings: AWS growth was the fastest in five years, yet the AI capital spending reaction sank the stock. Capex is now the market's metric.
Amara Okafor7 min read
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Amazon's Q3 2026 earnings: AWS growth was the fastest in five years, yet the AI capital spending reaction sank the stock. Capex is now the market's metric.

AI chip export controls entered a new phase in 2026. This guide explains the licensing regime, who is affected, and what compliance teams should do before year-end.

From Gulf payments processors to Indian lending platforms, emerging market fintech IPOs are returning to the market with profits instead of just growth stories.

The global shipping costs outlook for Q4 2026 points to calmer freight markets, yet tariff front-running, capacity swings and reroutes still shape importer budgets.