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S&P 500 and Dow Rally as Cooling Inflation Data Ignites Rate Cut Optimism; AI Capex Concerns Linger
Stock Market News· 2026-02-13 22:07
Market Overview - The U.S. stock market is showing resilience, with major indexes trending higher due to a positive inflation report suggesting the Federal Reserve's restrictive policy may be nearing its end [1] - Major market indexes are largely in the green, with the S&P 500 trading between 6,500 and 7,000, the Dow Jones Industrial Average gaining over 150 points, and the Nasdaq Composite up approximately 0.4% [2] Inflation Data - The January Consumer Price Index (CPI) showed a month-over-month increase of just 0.2%, below the consensus estimate of 0.3%, and a year-over-year CPI of 2.4%, the lowest since early 2024 [3] - This "muted" inflation reading has led traders to price in a higher probability of a rate cut in the second quarter, benefiting growth-oriented equities [3] AI Capital Expenditure Trends - The combined AI-related capital expenditure for Alphabet, Amazon, Microsoft, and Meta Platforms is expected to exceed $650 billion in 2026, reflecting confidence in long-term AI demand but raising concerns about near-term free cash flow [4] - Amazon is expected to generate significant cash flow, but most is being reinvested into data centers and GPUs, limiting buybacks or dividends [5] - Microsoft is experiencing slight margin pressure due to costs associated with Azure AI workloads, while Nvidia benefits as a primary supplier of hardware for these infrastructure projects [5] Corporate Earnings and News - Restaurant Brands International reported an 8% organic growth in adjusted operating income for full-year 2025 [6] - Apple is adjusting its supply chain in India to mitigate potential tariff impacts [7] - Tesla projects vehicle delivery growth of 47% to 59% for the 2026 fiscal year [7] - Baxter International shares are under pressure following an earnings miss and cautious forward guidance [7] - Advance Auto Parts reported steady performance in a challenging retail environment [7] Upcoming Market Events - U.S. markets will be closed on February 16th for President's Day, with focus shifting to the December Personal Consumption Expenditures (PCE) price index upon resumption of trading [8]
Thousands of smoke detectors recalled over potential fire hazard
Fox Business· 2026-02-13 21:28
Group 1 - The Consumer Product Safety Commission (CPSC) announced a recall of 11,000 LShome Photoelectric 3-Pack Smoke Detector Fire Alarms due to a sound issue that may pose a fire hazard [1][4] - The affected smoke alarms, which are white and circular, may fail to activate promptly if the sensing threshold of security warnings is set too high [1][4] - Consumers are advised to stop using the product immediately and can discard the smoke alarms in the trash [4] Group 2 - The smoke detectors were sold exclusively on Amazon from February 2024 through December 2025 at a price of approximately $30 [4] - The model number for the affected alarms is XG-7D04-KZ9Z and the SKU number is CX-50YP-A5VN, both printed on the bottom side of the alarm [4] - No injuries or incidents related to the recalled products have been reported according to the CPSC [5] Group 3 - Consumers seeking a refund can contact the provided email address for instructions on how to receive a refund through Amazon [7] - Amazon has been reached out for comment regarding the recall [8]
Amazon Mired in Longest Losing Streak Since 2006 on Capex Angst
Yahoo Finance· 2026-02-13 21:09
Amazon.com Inc. shares posted their longest streak of daily losses in almost 20 years, as investors continue to question how much the e-commerce and cloud-computing company spends on capital expenditures. Shares fell 0.4% on Friday, their ninth straight negative session. This is the longest losing streak for the stock since another nine-day drop that ended in July 2006. The stock shed 18% over the latest stretch, erasing about $463 billion in market valuation. Shares closed at their lowest since May. Mos ...
Tech Sell-Off Deepens Despite Cooling Inflation: Apple Tumbles 5% as AI Fears Rattle Wall Street
Stock Market News· 2026-02-13 21:07
U.S. equity markets extended their slide on Friday, February 13, 2026, as a deepening sell-off in the technology sector overshadowed a surprisingly cool inflation report. Despite data showing that price pressures are easing faster than economists anticipated, investor anxiety regarding the long-term profitability of artificial intelligence (AI) and a significant technical setback for the world’s largest company sent major indexes into the red for a second consecutive session.Major Market Indexes Performance ...
Tech Stocks Down 50%: Buy the Dip or a Major Market Shift?
ZACKS· 2026-02-13 21:01
If recent market action feels confusing, it should. Over the past several weeks, many of the market’s former leaders have been sharply repriced, in a trend that has been evolving for months. Mega-cap technology companies such as Microsoft ((MSFT) and Amazon ((AMZN), along with higher-beta growth names including Robinhood Markets ((HOOD), AppLovin ((APP), and Palantir Technologies ((PLTR) among many others, have fallen dramatically, in some cases as much as 50% from their 2025 highs. Yet despite the severity ...
Evercore ISI Raises its Price Target on Vornado Realty Trust (VNO) to $43 and Maintains an Outperform Rating
Insider Monkey· 2026-02-13 20:50
Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to reinvent customer experiences across the company [1] - Elon Musk predicts that humanoid robots could create a market worth $250 trillion by 2040, representing a significant shift in the global economy driven by AI innovation [2] - Major firms like PwC and McKinsey acknowledge the multi-trillion-dollar potential of AI, suggesting a broad consensus on its economic impact [3] Company and Industry Analysis - A breakthrough in AI technology is redefining work, learning, and creativity, leading to increased interest from hedge funds and top investors [4] - There is speculation about an under-owned company that may play a crucial role in the AI revolution, with its technology posing a threat to competitors [4] - Prominent figures in technology and investment, including Bill Gates and Warren Buffett, recognize AI as a significant advancement with the potential for substantial social benefits [8] Market Trends - The AI ecosystem is expected to reshape how businesses, governments, and consumers operate globally, indicating a paradigm shift in various sectors [2] - The investment landscape is becoming increasingly competitive, with major tech companies like Tesla, Nvidia, Alphabet, and Microsoft being closely watched, while a smaller company is suggested to have greater potential [6]
J&J Found Liable in Talc Verdict, Amazon-Backed Nuclear Firm Hits Fuel Milestone, and Oil Prices Edge Higher
Stock Market News· 2026-02-13 20:08
Key TakeawaysJohnson & Johnson (JNJ) was found liable by a Pennsylvania jury for a woman's ovarian cancer, resulting in a $250,000 damages award.Amazon (AMZN)-backed nuclear startup X-energy (via its subsidiary TRISO-X) received U.S. approval for its advanced reactor fuel, a critical step for its small modular reactor (SMR) deployment.UBS (UBS) analysts forecast a massive surge in corporate buybacks, expected to reach $30-50 billion per week through the end of March.Global oil benchmarks settled slightly hi ...
亚马逊财报营收超预期但资本支出激增,股价进入技术性熊市
Jing Ji Guan Cha Wang· 2026-02-13 19:30
经济观察网2026年2月5日,亚马逊发布2025财年第四季度财报,营收超预期,但资本支出计划激增引发 市场担忧。2月12日,亚马逊32颗低轨卫星成功发射,支持其卫星互联网项目扩张。同期,公司计划于4 月启动新一轮裁员,主要影响技术岗位,以优化成本结构。此外,亚马逊正与OpenAI洽谈潜在合作, 涉及超100亿美元投资,以强化AI生态布局。 以上内容基于公开资料整理,不构成投资建议。 财报分析 亚马逊2025年第四季度营收达2134亿美元,同比增长12%,其中AWS业务营收356亿美元,同比增长 24%,表现亮眼。然而,公司宣布2026年资本支出计划高达2000亿美元,较2025年激增逾50%,主要用 于AI基础设施扩建,导致自由现金流从382亿美元骤降至112亿美元,降幅达70.7%。管理层对2026年第 一季度营业利润指引中值低于市场预期,加剧投资者对短期盈利压力的疑虑。 股票近期走势 亚马逊股价近期持续下跌,截至2026年2月13日收盘报199.81美元,较近期高点下跌超20%,进入技术 性熊市,年初至今跌幅达13.43%。近5日跌幅为5.00%,成交额波动显著,如2月6日单日成交额达369亿 美元,反映 ...
Judy Kim Cage's SUPERSURVIVOR Reaches #1 on Amazon in Three Categories, Inspiring Stroke Survivors Worldwide
TMX Newsfile· 2026-02-13 19:00
Summary: Stroke survivor and author Judy Kim Cage has reached a major milestone as her memoir SUPERSURVIVOR claims the #1 spot on Amazon in Nervous System Diseases, Women's Health, and Motivational Self-Help categories, inspiring stroke survivors worldwide to view their physical and emotional battles from a new perspective.Philadelphia, Pennsylvania--(Newsfile Corp. - February 13, 2026) - Judy Kim Cage is celebrating a remarkable achievement after her book, SUPERSURVIVOR: How Denial, Resistance, and Persis ...
'Job hugging' is on the rise as workers cling to jobs
Yahoo Finance· 2026-02-13 18:35
In a striking reversal from the "job-hopping" fervor that defined the early 2020s, a growing share of American workers are now exhibiting what career analysts call “job hugging” — staying in their current roles less from loyalty than fear. According to a February 2026 survey by ResumeBuilder.com, 57% of workers now identify as job huggers, up from 45% in August 2025, marking a rapid shift toward risk aversion in career decision-making. The term — coined in 2025 to describe employees who stick with their ...