New York, Feb 11, 2026, 07:27 a.m. EST — Premarket
- Amazon shares slipped roughly 0.8% in premarket trading
- By the end of 2026, Amazon Pharmacy plans to offer same-day prescription delivery in almost 4,500 U.S. cities and towns.
- Investors are waiting to see if last week’s capex-fueled selloff continues
Shares of Amazon.com Inc dropped in premarket trading Wednesday following the company’s announcement to expand same-day prescription deliveries nationwide, highlighting its growth efforts beyond retail and cloud services.
This move is key as Amazon’s stock tries to stabilize following a steep drop last week, triggered by investor concerns over its hefty spending plans. Stronger consumer-facing growth could provide a boost, but investors remain focused on what the next margin story will be.
Amazon is tackling that question on two fronts. One is healthcare, focusing on pharmacy and primary care. The other is artificial intelligence, mainly via Amazon Web Services, where the company is wooing customers—and possibly content owners too.
Amazon Pharmacy plans to roll out same-day prescription delivery to roughly 4,500 U.S. cities and towns by the close of 2026, expanding to nearly 2,000 new locations, including areas in Idaho and Massachusetts, the company announced. Its pharmacy delivery service started after acquiring PillPack in 2018. More recently, Amazon teamed up with WeightWatchers to provide GLP-1 obesity medications and installed prescription kiosks at select One Medical clinics, Reuters reported. 1
“Patients shouldn’t have to pick between speed, cost, and convenience,” John Love, Amazon Pharmacy’s vice president, said in a company post. 2
Amazon has reportedly told publishing execs it’s gearing up to launch a marketplace where publishers can sell content to companies building AI products, The Information said, citing insiders. The e-commerce giant declined to comment, saying it had “nothing specific to share.” Meanwhile, Microsoft confirmed last week it’s developing a Publisher Content Marketplace aimed at AI licensing, Reuters reported. 3
Still, a number of investors are zeroed in on capital spending — the cash Amazon dedicates to data centers, chips, and other long-term assets — following the company’s announcement of a $200 billion spending plan for 2026. This move has sparked concerns about Big Tech’s aggressive AI investments, Reuters reported last week. 4
Amazon is diving into healthcare, joining a pack led by CVS Health, Walgreens Boots Alliance, and Walmart’s pharmacy division. On the AI front, AWS aims to catch up with Microsoft’s Azure and Google Cloud from Alphabet, while also promoting tools like Bedrock for clients developing and operating AI models.
The danger lies in faster delivery and wider coverage failing to boost profitable market share, particularly as drug pricing, reimbursement, and regulations grow stricter. On the AI front, increased spending risks squeezing free cash flow if demand or pricing falls short of projections.
Traders will get their first look when the U.S. cash market opens at 9:30 a.m. EST. Investors are keen to see if the pharmacy expansion and AWS news can stabilize AMZN following last week’s spending surprise.
