New York, Feb 11, 2026, 07:27 a.m. EST — Premarket
- Amazon shares down about 0.8% in premarket trading
- Amazon Pharmacy to expand same-day prescription delivery coverage to nearly 4,500 U.S. cities and towns by end-2026
- Investors watch for follow-through after last week’s capex-driven selloff
Amazon.com Inc shares fell in premarket trading on Wednesday after the company said it would widen same-day prescription deliveries across the United States, keeping the focus on its push beyond retail and cloud.
The move matters because Amazon stock is still looking for firmer footing after a sharp pullback last week tied to investor unease over the scale of its spending plans. New, consumer-facing growth beats can help, but the market has been asking what the next margin story is.
Amazon is trying to answer that in two places at once. Healthcare is one, with pharmacy and primary care. Artificial intelligence is another, largely through Amazon Web Services, where the company is courting customers — and now, potentially, content owners.
Amazon Pharmacy will expand same-day prescription delivery to about 4,500 U.S. cities and towns by the end of 2026, adding nearly 2,000 communities, including parts of Idaho and Massachusetts, the company said. Amazon entered pharmacy delivery through its 2018 PillPack deal, and has recently tied up with WeightWatchers to deliver GLP-1 obesity drugs and added prescription kiosks at some One Medical clinics, Reuters reported. (Reuters)
“Patients shouldn’t have to choose between speed, cost, and convenience,” said John Love, vice president of Amazon Pharmacy, in a company post. (Amazon News)
Separately, Amazon has signaled to publishing executives that it is planning a marketplace where publishers could sell content to firms offering AI products, The Information reported, citing people familiar with the talks. Amazon said it had “nothing specific to share,” while Microsoft last week said it is working on a Publisher Content Marketplace for AI licensing, according to Reuters. (Reuters)
Even so, some investors remain focused on capital spending — the cash Amazon commits to data centers, chips and other long-lived assets — after the company laid out a $200 billion outlay plan for 2026 that fanned worries about Big Tech’s AI buildout, Reuters reported last week. (Reuters)
In healthcare, Amazon is stepping into a crowded lane that includes CVS Health, Walgreens Boots Alliance and Walmart’s pharmacy business. In AI services, AWS is trying to keep pace with Microsoft’s Azure and Alphabet’s Google Cloud, while also pushing tools like Bedrock for customers building and running AI models.
The risk is that delivery speed and broader coverage do not translate into profitable share gains, especially as drug pricing, reimbursement and regulation tighten. On the AI side, heavier spending can pressure free cash flow if demand or pricing undershoots expectations.
Traders will get the first read at the U.S. cash-market open at 9:30 a.m. EST, with investors watching whether the pharmacy expansion and AWS-related headlines can steady AMZN after last week’s spending shock.
