Amazon Launches ASCS Logistics Unit, Stock Climbs to $247.93

Amazon is now expanding beyond AI infrastructure by launching Amazon Supply Chain Services to monetize excess delivery capacity for third parties. This follows its July 12 announcement to issue $25 billion in new debt, part of an expected $200 billion 2026 capex program backed by nearly $150 billion in trailing operating cash flow. Earlier signals included a potential $5 billion AWS investment in the Philippines over 15 years. Shares have edged higher to $247.93, up 1.06%, as investors weigh rising leverage against multiple long-term growth levers including the new logistics offering, which analysts see adding 2-5% to operating income.