Yahoo Finance·2026-02-21 14:50Amazon - Amazon is enhancing its competitive edge by rolling out an advanced version of Alexa and doubling its capital expenditures to $200 billion for AI data center infrastructure [4][5] - Amazon Web Services (AWS) is a significant profit driver, accounting for 56% of Amazon's operating profit in 2025, and the company aims to strengthen its capabilities in response to rising AI cloud competition [5][6] - The AI cloud services market is projected to reach $2 trillion by 2030, with Microsoft gaining market share from AWS, highlighting the need for Amazon to invest strategically [6] Home Depot - Home Depot's sales increased by 5.6% to $126.5 billion in the first nine months of 2025, but earnings fell by about 2% to $11.68 per share, with third-quarter results missing estimates [7][8] - CEO Ted Decker attributed the sales decline to storms in Q3 and ongoing pressures in the housing market, which are affecting consumer demand for home improvement [8] - The housing market is experiencing significant challenges, with a reported 8% drop in housing sales from December to January, leading to a "new housing crisis" that negatively impacts Home Depot's business [9]