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Amazon Hit The Jackpot With Anthropic
Seeking Alpha· 2026-02-09 18:38
"AWS Certified AI Practitioner Early Adopter"I am a DevOps Engineer for a major, wholly owned subsidiary of a large-cap Fortune 500. I am a true subject-matter expert on the actual buildout, deployment, and maintenance of AI tools and applications. I have increasingly deep knowledge on the science behind generative AI systems as a result of first-hand experience with machine learning algorithms, model training, and model deployment.I am currently in the process of obtaining more advanced AWS machine learnin ...
Amazon: A Smart Way To Accumulate
Seeking Alpha· 2026-02-09 17:49
Author's note: I present an update on my best small- and mid-cap stock ideas that insiders are buying only to subscribers of my exclusive marketplace, The Insiders Forum . Our model portfolio has roughly doubled the return of its benchmark, the Russell 2000, since its launch. To join our community and gain access to our market-beating returns, just click HERE .Shares of online retailing and hyperscaler behemoth Amazon ( AMZN ) fell 6% in a wildly up tape Friday after it said it was budgeting $200 billion fo ...
Renault eyes full control of electric van venture Flexis, Le Monde reports
Reuters· 2026-02-09 17:46
Renault plans to buy out stakes held by Volvo Group and shipping firm CMA CGM in their electric van joint venture Flexis, French newspaper Le Monde reported on Monday, following a review of the busine... ...
Amazon: The Post-Earnings Drop Is Just Noise - Better Ignore It (NASDAQ:AMZN)
Seeking Alpha· 2026-02-09 17:44
Core Insights - Amazon.com, Inc. (AMZN) has seen a significant sell-off of approximately 15% following its latest earnings report, primarily driven by investor concerns regarding the company's ambitious plan to allocate $200 billion in capital expenditures [1] Group 1 - The sell-off was largely attributed to investor anxiety over the scale of Amazon's planned capital expenditures [1] - The company's strategy reflects a substantial commitment to growth and expansion, which may be perceived as risky by investors [1] - The market reaction indicates a cautious sentiment among investors regarding Amazon's future financial performance amidst such high spending [1]
Amazon: The Post-Earnings Drop Is Just Noise - Better Ignore It
Seeking Alpha· 2026-02-09 17:44
Core Insights - Amazon.com, Inc. (AMZN) has faced a significant sell-off of approximately 15% following its latest earnings report, primarily driven by investor concerns regarding the company's ambitious capital expenditure plans amounting to $200 billion [1] Group 1: Company Performance - The recent earnings report has led to a notable decline in Amazon's stock price, indicating heightened investor anxiety [1] Group 2: Investment Considerations - The company's planned capital expenditures of $200 billion are a key factor contributing to the current market reaction [1]
Is Amazon Plateauing? What to Know Before You Buy
247Wallst· 2026-02-09 17:30
Amazon (NASDAQ:AMZN ) briefly went below $200 after reporting Q4 2025 earnings. ...
Amazon's Dip Is A Long-Term AWS Opportunity (Rating Upgrade)
Seeking Alpha· 2026-02-09 17:20
By now, you already know about Amazon's ( AMZN ) massive capex plan for this year. The goal is pretty clear: keep AWS on top in AI and cloud. That means more data centers, more custom chips, and a lot more power capacity. Now, even thoughI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s D ...
STMicroelectronics' Golden Cross Meets Amazon Backstop — And The Chart Lights Up
Benzinga· 2026-02-09 17:05
Chart created using Benzinga ProThe Golden Cross SignalTechnically, STM stock has shifted from repair to breakout mode. The 50-day simple moving average (SMA) at $27.18 has crossed over the 200-day SMA at 26.96, indicating strong bullish momentum taking over the chart. Momentum is turning up, volatility is compressing, and buyers have begun to show up on pullbacks rather than panicking into them. For chart purists, this is the kind of crossover that attracts systematic and momentum funds if price action con ...
Elon Musk Shifts SpaceX Focus From Mars To Moon, Jeff Bezos Responds With Blue Origin Turtle - Amazon.com (NASDAQ:AMZN)
Benzinga· 2026-02-09 17:02
Core Viewpoint - The ongoing rivalry between Jeff Bezos and Elon Musk continues to evolve, particularly in the space exploration sector, with Musk announcing a strategic shift for SpaceX towards lunar development while responding to Bezos' social media post about Blue Origin [1][2][3]. Group 1: Musk's Strategic Shift - SpaceX has changed its primary focus from Mars colonization to building a self-sustaining city on the Moon, which Musk believes can be achieved in less than 10 years [3]. - Musk highlighted that lunar missions can be launched every 10 days with a two-day travel time, allowing for faster iterations compared to Mars missions, which can only occur every 26 months with a six-month travel time [4]. - Despite the shift in focus, Musk stated that Mars colonization will still be pursued starting in five to seven years, but the Moon is now the "overriding priority" for securing the future of civilization [4]. Group 2: Ongoing Rivalry - The rivalry between Bezos and Musk spans multiple sectors, including space exploration, satellite internet, and artificial intelligence, with Blue Origin's TeraWave competing against SpaceX's Starlink [5]. - Musk's recent comments mark a significant change from his earlier position in January 2025, where he referred to the Moon as "a distraction" and emphasized a direct focus on Mars [4].
STMicroelectronics Stock Nears Buy Point On Amazon Web Services Deal
Investors· 2026-02-09 16:34
Core Insights - STMicroelectronics announced an expanded supply agreement with Amazon Web Services, leading to a significant increase in STM stock price [1] Company Summary - The expanded supply agreement with Amazon Web Services indicates a strategic partnership that may enhance STMicroelectronics' market position and revenue potential [1]