AMZN

Everything Filings Intel has said about AMZN across all issues.

• 8-K · 2026-06-10 Issue 12 · neutral
  A $17.5bn delayed-draw term loan with a 3-month commitment window and 3-year maturity — unusual for Amazon, which typically funds operations from cash flow and public bonds. A structured-debt reach by the strongest balance sheet in the group.
• 10-Q · 2026-04-30 Issue 3 · bullish
  Q1 capex $43.2B (+78% YoY); $15B OpenAI Series C invested + $35B equity commitment to Dec 2028; AWS-OpenAI joint collaboration with AWS chips provisions
• 8-K · 2026-04-29 Issue 3
  Q1 earnings furnishing
• 8-K · 2026-04-14 Issue 1 · live 88 · bearish
  Definitive merger agreement to acquire Globalstar. Stock-for-stock, regulatory approval needed.

• Oracle's $638bn backlog confirms the off-balance-sheet thesis — 83%-of-revenue capex and data-centre leases that never touch the balance sheet Issue 14
  Alongside: ORCLMSFTNVDA
• The buildout went off-balance-sheet — a $29bn vendor backstop, a $17.5bn delayed-draw, and the credit story turning structural Issue 12
  Alongside: AVGOCIENAPO
• Lone Pine just did the Aschenbrenner trade at $2B Issue 5
  Alongside: TERGLWMTZCIENAGXWULFHUTANETMSFT
• Amazon's $50B OpenAI commitment breaks the MSFT lock Issue 3
  Alongside: MSFTNVDAGOOG
• Q1 hyperscaler capex annualises above $250B Issue 3
  Alongside: METAMSFTGOOGVRTEQIXANET
• Azure +40% — but the OpenAI moat just got chipped Issue 3
  Alongside: MSFTNVDA
• Amazon goes orbital — AWS as the connectivity layer Issue 1
  Alongside: GSATIRDMAAPLTMUS