Amazon got hit pretty hard after analysts started questioning that massive AI spending spree. Stock dropped 2.20% to close at $199.60, and the broader market wasn't looking great either - S&P 500 down 1.57% and Nasdaq losing 2.03%. Daiwa Securities just slashed their AMZN price target from $300 down to $280, citing execution risk on that $200 billion AI infrastructure plan. Trading volume was way above average, so people were definitely paying attention today. What's interesting is how this reminds me of when Amazon was burning cash in the early days to build out the business. Back then everyone thought it was reckless, but it worked out pretty well after some time. The company's earned enough credibility that investors might see this dip as another buying opportunity, similar to how AWS growth has historically offset concerns. Some of the other big names moved differently - Walmart actually popped 3.78% while Alibaba fell 3.40%, so it's not like the whole sector got crushed. Hard to say if this AI spending worry sticks around or if it's just temporary noise. But yeah, interesting to watch how the market's reacting to this today.