---
format: "aidr-story-markdown/v1"
id: "88caa8ddde59f98c93058bef2aa4a49959b928f7a53bba3b0b1e8a8be3ca1af2"
canonical_url: "https://aidr.today/88caa8dd?lang=en"
title: "Amazon Shares Drop as Huge AI Spending and Ad Revenue Miss Weigh on Q3 Results"
lang: "en"
requested_lang: "en"
available_langs: ["en","vi"]
translation_fallback: null
fallback_fields: []
published_at: "2026-10-29T20:39:24.000Z"
category: "Industry"
topics: ["amazon","funding"]
source_urls: ["https://marketbrief.now/earnings/amazon-shares-drop-as-huge-ai-spending-and-ad-revenue-miss-weigh-on-q3-r-84d9b3cf","https://x.com/financialjuice/status/2115897047861928224","https://x.com/KobeissiLetter/status/2115897573747892314","https://x.com/FirstSquawk/status/2115898039961579838","https://x.com/Stocktwits/status/2115903959948816784","https://x.com/unusual_whales/status/2115897530982776931","https://x.com/RealNickMugalli/status/2115899167100772827","https://x.com/MelvinInvests/status/2115897891944579164"]
summary: "Amazon shares fell as much as 13% in extended trading after the company reported third-quarter revenue that missed estimates and a fourth-quarter profit projection that trailed analyst expectations. The advertising division generated $19.6B, below the $20.87B expected, while total net sales reached $201.9B against a $202.3B estimate. Capital expenditures for artificial intelligence infrastructure totaled $77.3B, nearly $20B above forecasts, resulting in a trailing twelve-month free cash flow of negative $42.4B."
---

# Amazon Shares Drop as Huge AI Spending and Ad Revenue Miss Weigh on Q3 Results

> [Open the canonical story](<https://aidr.today/88caa8dd?lang=en>)

**Published:** 2026-10-29T20:39:24.000Z
**Category:** Industry
**Topics:** amazon, funding

## Summary

Amazon shares fell as much as 13% in extended trading after the company reported third\-quarter revenue that missed estimates and a fourth\-quarter profit projection that trailed analyst expectations\. The advertising division generated $19\.6B, below the $20\.87B expected, while total net sales reached $201\.9B against a $202\.3B estimate\. Capital expenditures for artificial intelligence infrastructure totaled $77\.3B, nearly $20B above forecasts, resulting in a trailing twelve\-month free cash flow of negative $42\.4B\.

## Sources

- [Story source](<https://marketbrief.now/earnings/amazon-shares-drop-as-huge-ai-spending-and-ad-revenue-miss-weigh-on-q3-r-84d9b3cf>)
- [Story source](<https://x.com/financialjuice/status/2115897047861928224>)
- [Story source](<https://x.com/KobeissiLetter/status/2115897573747892314>)
- [Supporting source](<https://x.com/FirstSquawk/status/2115898039961579838>)
- [Supporting source](<https://x.com/Stocktwits/status/2115903959948816784>)
- [Supporting source](<https://x.com/unusual_whales/status/2115897530982776931>)
- [Supporting source](<https://x.com/RealNickMugalli/status/2115899167100772827>)
- [Supporting source](<https://x.com/MelvinInvests/status/2115897891944579164>)