Here's one stock actually worth buying amid this market pullback.Major indexes were sliding Monday morning as recent news about tariffs has injected some uncertainty into the market. And this is on top of a software stock sell-off that has been gaining momentum in recent weeks. As investors are selling, are there any opportunities? After all, broad sell-offs like this can create great opportunities when high-quality businesses get pulled down with weaker names.One stock I think investors may want to conside ...

亚马逊披露成为重要股东。2026年2月11日，亚马逊通过子公司披露持有Beta Technologies约5.3%的股份 (约1,180万股)。此项投资属于亚马逊气候领域基金的一部分，最初于2021年宣布。该消息披露后，公司 股价在盘后交易中上涨。 股票近期走势 在亚马逊持股信息公布前，Beta Technologies的股价在过去三个月内累计下跌51%。市场可能关注其电 动飞机、电力推进系统等业务的商业化进展及与大型战略投资者的协同效应。 经济观察网基于截至2026年2月24日的公开信息，Beta Technologies,Inc.作为一家电动航空公司，近期有 以下事件值得关注： 近期事件 政策监管 作为电动航空领域的企业，其发展可能受到全球碳中和政策、航空业监管规则及新能源技术竞争格局的 影响。投资者需留意相关行业政策的更新。 以上内容基于公开资料整理，不构成投资建议。 ...

Core Insights - Amazon has surpassed Walmart in annual revenue for the first time in 13 years, reporting $716.9 billion in revenue for fiscal year 2025, a 12% increase year over year, compared to Walmart's $713.2 billion, which grew by 4.7% [2][3] - Shein is focusing on enhancing its supplier network and manufacturing efficiency, investing over $42 million in its Supplier Community Empowerment Program (SCEP) to modernize factories and improve working conditions [4][5] - The global e-commerce market is projected to grow from $25.93 trillion in 2023 to $83.26 trillion by 2030, indicating a significant opportunity for companies that innovate and adapt to changing consumer behaviors [14] Amazon's Performance - Amazon's revenue growth has allowed it to overtake Walmart, highlighting the competitive nature of the retail industry [3] - The company is heavily investing in logistics, AI, and cloud services, with Amazon Web Services (AWS) experiencing a 24% sales increase in Q4 2025, marking the fastest growth in over three years [12][13] - Amazon plans to invest approximately $200 billion in capital expenditures in 2026, anticipating strong long-term returns [13] Shein's Strategic Initiatives - Shein's SCEP has modernized over 200 supplier factories, benefiting around 33,600 workers through improved working conditions [5] - The program has also focused on workforce training, conducting over 300 vocational sessions for more than 13,000 participants and introducing at least 180 new tools to enhance operational efficiency [7] - Shein has implemented support programs for workers and their families, including financial assistance for education and medical expenses, with over $800,000 in grants distributed in 2025 [9] Walmart's Adaptation - Walmart is modernizing its operations to remain competitive in the digital retail environment, contributing to a 24% global e-commerce growth in Q4 [10][11] - The competition between Amazon and Walmart remains fierce, with both companies leveraging their unique advantages in technology and scale [16] Industry Trends - Continuous innovation is essential for survival in the retail sector, as highlighted by Amazon's recent success [14] - The retail landscape is increasingly rewarding adaptability and technology, with companies needing to focus on customer experiences to thrive [15]

THE RUNDOWNMACRO › Q4 GDP came in at 1.4%, well below the 2.8% estimate. The government shutdown gets most of the blame. Full-year 2025 GDP grew 2.2%, down from 2.4% the year before. Core PCE inflation held at 3%, which keeps the Fed stuck. Kashkari said Thursday that rates are “pretty close to neutral,” but also called crypto “utterly useless,” which was a fun bonus.GEOPOLITICAL › The U.S. has assembled its largest air power presence in the Middle East since the 2003 Iraq invasion, per the WSJ. Iran nuclea ...

Nasdaq, Dow Jones start the week lower as Trump resets tariffs Proactive uses images sourced from Shutterstock 11:25am: Week ahead Global markets are heading into a week shaped by a mix of trade policy uncertainty, key corporate earnings, and economic data. Following last week’s US Supreme Court decision striking down the Trump administration’s previous tariff measures, attention has turned to how the administration plans to replace the revenue stream. Over the weekend, President Trump announced an inc ...

Core Insights - U.S. technology giants Alphabet, Amazon, Meta, and Microsoft are projected to invest approximately $650 billion in AI-related infrastructure in 2026, a significant increase from $410 billion in 2025 [1] Investment Trends - The investment surge indicates a shift into a "more dangerous phase" of the AI boom, characterized by rapidly increasing investments in physical infrastructure and a growing dependence on external capital [1] - The demand for computing resources is outpacing supply, prompting hyperscalers to accelerate their investments to meet future demand [1] Financial Strategies - The four companies have reduced share buybacks to finance the increase in capital expenditures [1] - Significant spending creates downside risks if investments do not yield expected returns, particularly for companies like Anthropic and OpenAI, which require major product breakthroughs to secure funding for potential IPOs [1] Market Implications - The tech investment boom is expected to exert upward pressure on U.S. economic growth, contributing approximately 50 basis points to GDP growth in 2025 and potentially around 100 basis points in 2026 [1] - However, this spending may also lead to inflation in technology and communications equipment and increase electricity prices in certain regions [1] Sector Risks - The aggressive investment in AI is creating existential risks for other sectors, particularly software companies and data providers, as evidenced by recent selloffs in software stocks [1] - A severe stock market correction could hinder growth and limit capital-raising capabilities for companies, reminiscent of the Dot-com bubble in 2000, although current market movements are described as much smaller [1]

Thank you. Hello and welcome to the Morning Filter podcast. I'm Susan Jabinsky with Morning Star.Every Monday before market open, I sit down with Morning Star chief US market strategist Dave Sakara to talk about what investors should have on their radars for the week, some new Morning Star research, and a few stock ideas. All right. Well, grab your coffee because Dave and I have a lot of ground to cover this morning.Now, last Friday's Supreme Court ruling struck down some of the Trump administration's tarif ...

Deep-pocketed investors have adopted a bearish approach towards Amazon.com (NASDAQ:AMZN), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in AMZN usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 85 extraordinary options activities for Amazon ...

Core Insights - Amazon has surpassed Walmart to become the world's largest retailer by annual revenues, achieving $716.9 billion in 2025 compared to Walmart's $713.2 billion [1][10] - The shift highlights the importance of Amazon's technology ecosystem, particularly Amazon Web Services (AWS), which generated nearly $129 billion in sales last year [4][10] - Amazon's advertising business has also become a significant growth driver, contributing over $60 billion annually [5][10] Investment Opportunities - Investors may find potential in exchange-traded funds (ETFs) that include Amazon alongside other leading companies in retail and technology sectors [2][8] - Focusing on ETFs allows investors to mitigate company-specific risks associated with Amazon while still benefiting from its growth and market position [7][8] ETFs to Consider - Global X PureCap MSCI Consumer Discretionary ETF (GXPD) has a net asset value of $22.72 million, with Amazon holding a 33.74% weight [11] - Vanguard Consumer Discretionary ETF (VCR) has $6.3 billion in assets, with Amazon at 23.02% weight [12] - State Street Consumer Discretionary Select Sector SPDR ETF (XLY) manages $22.51 billion, with Amazon at 20.91% weight [13] - ProShares Online Retail ETF (ONLN) has an average market cap of $177.12 billion, with Amazon at 23.35% weight [15] - VanEck Retail ETF (RTH) has net assets of $264.8 million, with Amazon at 17.08% weight [16]

The Supreme Court, in a 6-3 ruling on Friday, voided ‌most of the tariffs ⁠Trump imposed ⁠last year, finding that the emergency law he relied on did not allow the imposition of tariffs.Using a different statute, Trump announced first a 10%, then a 15%, global levy that could last five months while the administration searches for more durable workarounds.Trump renewed his condemnation of the Supreme Court on Monday, vowing to turn to other tariff powers and licenses but giving no details.All three main stoc ...