Workflow
Amazon(AMZN)
icon
Search documents
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 ...
Meta, Amazon, and Goolge Lead a $700 Billion Capex Wave: What Stocks Win Beyond NVIDIA?
247Wallst· 2026-02-13 17:15
Core Insights - Major tech companies including Meta, Amazon, and Google are leading a significant capital expenditure (CapEx) wave, with a total of approximately $700 billion allocated for AI infrastructure in 2026 [1] - Despite the massive spending, Nvidia's stock has only increased by 0.24% year-to-date, raising questions about market expectations for sustained GPU demand [1] - Other companies such as Broadcom, Micron, Lumentum, and Bloom Energy have seen substantial stock price increases, indicating strong performance in the AI supply chain [1] Capital Expenditure Breakdown - Hyperscalers like Amazon, Alphabet, Meta, and Microsoft are driving the largest technology infrastructure expansion in history, with Amazon planning $200 billion, Alphabet $185 billion, and Meta up to $135 billion [1] - Secondary spending is also coming from 'neoclouds' and projects like sovereign AI data centers, further contributing to the overall CapEx growth [1] Nvidia's Market Position - Nvidia has experienced explosive growth in its Data Center segment, yet its stock price remains flat, suggesting market skepticism regarding the translation of CapEx into long-term demand for GPUs [1] - The company is a significant position in investment portfolios, reflecting confidence in its future despite current stock performance [1] Other Beneficiaries of the CapEx Wave - **Broadcom**: The company is benefiting from custom chip demand, with a 41% stock increase over the past year, despite a 4% decline year-to-date [1] - **Lumentum**: This company has seen a remarkable 637% stock surge due to strong demand for optical components in data centers [1] - **Micron Technology**: The only US-based memory manufacturer has experienced a 353% stock increase driven by AI memory demand [1] - **Bloom Energy**: The company has seen a 492% stock increase, addressing power demands for AI data centers [1]
3 Amazon-Heavy ETFs to Buy on the Dip
Yahoo Finance· 2026-02-13 17:05
Core Viewpoint - Amazon's stock is experiencing a significant decline, with a 16.5% drop for the month ending February 10, largely due to the announcement of a $200 billion investment in artificial intelligence [1][2] Financial Performance - The company's stock has only increased by 25.3% over the past five years, which is underwhelming compared to the returns of the Nasdaq-100 and S&P 500 [2] - Concerns are rising regarding how Amazon will finance its AI investments, with discussions suggesting that these expenditures could lead to cash-flow-negative conditions [2] Growth Potential - Despite current challenges, AI investments could serve as a catalyst for Amazon Web Services (AWS), which is a significant part of the company's growth strategy [4] - Amazon's advertising business saw a year-over-year growth of 22% in the fourth quarter, indicating it may be an underappreciated growth driver [4] Investment Options - For investors looking to gain exposure to Amazon without directly investing in the stock, several exchange-traded funds (ETFs) are available, with the Vanguard Consumer Discretionary ETF allocating 21.2% to Amazon [6] - The Vanguard ETF is noted for its low annual expense ratio of 0.09%, making it a practical choice for long-term investors [7] - The VanEck Retail ETF also has a significant allocation to Amazon, with a 17.2% weight, highlighting the company's dominance in online retail [8]