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Amazon stock is spiking in searches because AMZN has ripped to about $263.99 as of the latest April 27, 2026 quote, giving it a roughly $2.86 trillion market cap, right before its Q1 earnings report on Wednesday, April 29, 2026. ir.aboutamazon.com This is not just generic earnings FOMO: Amazon spent the last few months defending its plan to pour about $200 billion into 2026 capex, especially for AI infrastructure, and investors were nervous that AWS spending might be getting too huge. ir.aboutamazon.com Then Anthropic detonated the mood by committing more than $100 billion to AWS over 10 years, securing up to 5 gigawatts of Trainium capacity, while Amazon said it would invest $5 billion immediately and potentially $20 billion more. apnews.com That deal made Amazon’s monster AI buildout look less like a tech-bro bonfire and more like a pre-rented cash machine, which is why analysts and traders suddenly started treating AMZN like the cleanest AI-infrastructure play in mega-cap retail. aboutamazon.com The stock has been on a feral pre-earnings sprint—TipRanks says shares hit new all-time highs last week and were up 26% over the past month—so now the obsession is whether AWS growth and Q2 operating-income guidance can justify expectations that already went full goblin mode. tipranks.com People care because April 29 is no longer just an Amazon quarter; it is a referendum on whether AWS, Trainium, Claude, and that gigantic AI capex bill are genius, or just extremely expensive caffeine. ir.aboutamazon.com