NEW YORK, February 10, 2026, 16:02 EST — Trading after hours
- Amazon shares dipped after a report surfaced about an AI content marketplace connected to AWS, prompting investor caution.
- According to The Information, the project aims to enable publishers to sell content directly to companies developing AI products.
- Traders are eyeing AWS event details alongside key U.S. inflation data set for release on Friday.
Amazon.com shares slipped Tuesday following reports that the company is setting up a marketplace for publishers to sell content to AI product developers. The stock dipped 0.8%, closing near $207.14 after fluctuating between $206.48 and $212.59 during trading.
Timing is crucial here. Media groups and AI firms are locked in on who should receive payment—and how—when online articles and archives fuel model training or generate user responses.
Amazon’s marketplace could expand AWS’s offerings beyond just compute power. AWS has been promoting Bedrock, a service that enables clients to create generative AI apps using large models, along with other enterprise-focused tools. (Amazon Web Services, Inc.)
The Information reported that AWS shared slides before its Tuesday conference mentioning a “content marketplace” along with Bedrock and “Quick Suite,” Reuters noted. An Amazon spokesperson responded that the company has “nothing specific to share” regarding the report. (Reuters)
Microsoft is heading down a similar path. On Feb. 3, Tim Frank, a corporate vice president at the company, announced the launch of the Publisher Content Marketplace (PCM). This initiative aims to establish licensing rules and create a usage-based system with publishers. (Microsoft Advertising)
AWS is also securing its supply chain for this build-out. On Monday, STMicroelectronics announced an expanded multi-year, multi-billion-dollar deal with AWS and issued warrants for up to 24.8 million shares, which vest mostly based on AWS purchases. The initial exercise price is set at $28.38. ST’s CEO Jean‑Marc Chery called the arrangement a move that “establishes ST as an important supplier to AWS.” (ST News)
Amazon is once again in the spotlight after forecasting roughly $200 billion in capital spending for 2026, mostly targeting data centers and AI infrastructure. This massive outlay has reignited investor concerns over returns and cash flow. (Reuters)
Macro data is clouding the outlook for retail demand. U.S. retail sales held steady in December, with online retail sales inching up just 0.1%, according to Reuters. Capital Economics economist Thomas Ryan noted that “signs of earlier consumer strength may be starting to falter.” (Reuters)
The content-marketplace concept remains fuzzy, and the financial impact isn’t clear-cut. If publishers demand high usage fees, it could drive up expenses for AI developers and hamper adoption, despite aiming to ease legal issues tied to content.
Traders are watching closely for any solid AWS updates on the timing and pricing of a content marketplace ahead of the next session. They’re also gearing up for the January U.S. consumer price index report, set to drop Friday, February 13 at 8:30 a.m. ET. (Bls)
