Amazon.com, Inc. (NASDAQ:AMZN) announced on Wednesday that it will expand its Same-Day prescription delivery service to nearly 4,500 U.S. cities and towns by the end of 2026.This move aims to enhance access to medication in areas like Idaho and Massachusetts, where pharmacy closures, staffing shortages, and transportation barriers have posed challenges.Service Expansion: Nearly 2,000 new communities will gain access to Same-Day Delivery by 2026.State Inclusion: New states like Idaho and Massachusetts will b ...

Software stocks have gotten off to a rocky start to begin 2026. As of this writing, both the S&P 500 and Nasdaq Composite are essentially breakeven on the year. While that performance may seem mundane, it's held up far better than the software industry. The iShares Expanded Tech-Software ETF has plummeted by 20% so far this year. I'll dig into some of the key factors plaguing software stocks right now. Is this an opportunity to buy the dip, or is the artificial intelligence (AI) software trade a falling ...

Core Insights - Amazon Pharmacy will expand its Same-Day prescription delivery service to nearly 4,500 U.S. cities and towns by the end of 2026, adding approximately 2,000 new communities this year [1] - The expansion aims to provide fast and reliable medication delivery to millions of customers, particularly in states like Idaho and Massachusetts, where access to pharmacy services has been historically limited [1] Delivery Speed Improvements - In 2025, Amazon Pharmacy recorded significant delivery speed improvements, utilizing various transportation methods including e-bikes in urban areas and ferries in remote locations [1] - Customers in Los Angeles were able to pick up medications within minutes using Amazon Pharmacy Kiosks located in primary care offices, facilitating immediate treatment [1] Accessibility and Support Features - Amazon Pharmacy introduced a caregiver support feature in 2025 to assist families in managing medications for loved ones and expanded its $5-per-month RxPass prescription savings program to Prime members in 48 states [1] - The service also includes 24/7 access to licensed pharmacists and automatic refills, addressing the needs of customers in underserved areas [1] Savings and Pricing Transparency - In 2025, Amazon Pharmacy helped customers save over $150 million by applying eligible manufacturer-sponsored coupons, with significant savings on insulin and GLP-1 medications [1] - Prime members can save up to 80% on generic medications and 40% on brand-name medications through Prime Rx, with additional access to over 50 commonly prescribed medications via the RxPass program [1] Overall Strategy - Amazon Pharmacy is focused on redefining customer expectations in pharmacy care by combining pharmacy expertise with a robust logistics network to enhance accessibility, affordability, and convenience [1]

Core Insights - The technology and retail giant is projected to lose over $400 million in market capitalization over the last seven sessions [1] Company Impact - The company's market capitalization decline indicates potential challenges in maintaining investor confidence and market performance [1]

There's been a bit more volatility in the stock market lately. As exciting as artificial intelligence (AI) is, there are burning questions surrounding topics such as colossal data center investments or which companies AI may disrupt over the coming years. Some AI stocks have even begun to pull back amid the uncertainty, but Taiwan Semiconductor Manufacturing (NYSE: TSM), or TSMC for short, continues to shine, up 65% over the past year. I don't blame anyone for considering selling the stock at its high. Af ...

Core Insights - Amazon.com, Inc. (AMZN) reported mixed results for Q4 2025, with revenues of $213.4 billion, a 14% year-over-year increase, but earnings per share of $1.95 fell short of expectations by 1.52% [1] - The announcement of a $200 billion capital expenditure plan for 2026 raised concerns among investors about the impact on near-term returns, despite the strong revenue performance [1] Financial Performance - Q4 2025 revenues reached $213.4 billion, exceeding expectations and reflecting a 14% increase year over year [1] - Earnings per share were $1.95, which narrowly missed the consensus estimate [1] - Free cash flow declined 71% year over year to $11.2 billion, raising concerns about future returns [5] AWS and AI Developments - Amazon Web Services (AWS) generated $35.6 billion in Q4 revenues, marking a 24% year-over-year growth, the fastest in 13 quarters [3] - AWS order backlog increased by 40% year over year to $244 billion, indicating strong demand [3] - The custom silicon strategy is gaining traction, with Trainium and Graviton chips achieving a combined annual revenue run rate exceeding $10 billion [4] Strategic Guidance - For Q1 2026, Amazon projected net sales between $173.5 billion and $178.5 billion, representing 11-15% year-over-year growth [6] - Operating income guidance is set between $16.5 billion and $21.5 billion, factoring in increased costs from various investments [6] Advertising and Operational Efficiency - Q4 advertising revenues reached $21.3 billion, up 23% year over year [7] - Amazon announced 16,000 corporate layoffs in January 2026 to streamline operations and improve efficiency [7] - Prime delivery speeds improved significantly, with over eight billion items delivered same-day or next-day, a 30% increase from the previous year [7] Valuation and Competitive Landscape - AMZN stock is currently trading at a forward 12-month price/earnings ratio of 25.67X, higher than the industry average of 22.23X, indicating potential overvaluation [8] - Amazon's stock has underperformed compared to competitors, with a 9.6% decline over the past year, while Microsoft and Alphabet have seen positive returns [12] Competitive Threats - Competitors like Alphabet's Google Cloud and Microsoft Azure reported higher growth rates than AWS, indicating increasing competitive pressure [16] - The narrowing competitive gap in the cloud market is a concern, with significant investments from rivals in AI and cloud infrastructure [16]

Core Viewpoint - Amazon's stock is currently viewed as a buying opportunity despite a recent decline, with expectations for strong performance in 2026 driven by aggressive investments in its AWS cloud computing business [1][11]. Financial Performance - Amazon reported a 14% year-over-year revenue increase to $213.39 billion, surpassing analyst expectations of $211.33 billion [8]. - Earnings per share rose 5% to $1.95, slightly missing the expected $1.97, influenced by one-time charges [8]. - AWS revenue grew 24% to $35.58 billion, marking the fastest growth rate in over three years and exceeding the consensus of $34.93 billion [3][4]. Segment Performance - North America sales increased by 10% year-over-year to $127.1 billion, while international sales rose 17% (11% in constant currencies) to $50.7 billion [6]. - Operating income for North America surged 24% to $7.3 billion, while international operating income was $1 billion, down from $1.3 billion due to one-time charges [7]. Future Outlook - Amazon forecasts first-quarter revenue between $173.5 billion and $178.5 billion, indicating growth of 11% to 15% [9]. - The company plans to significantly increase capital expenditures from $132 billion in 2025 to $200 billion in 2026, focusing on AI data centers, robotics, and Project Kuiper [5]. Investment Thesis - The stock is currently trading at an attractive valuation with a forward price-to-earnings ratio of approximately 26 times 2026 analyst estimates, suggesting potential for significant appreciation by year-end [11][12].

Amazon is enhancing its health-related offerings by expanding the geographic range of its same-day prescription delivery service and by launching a beta feature that helps patients understand their lab results.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYM ...

Summary of Pershing Square Holdings Investor Meeting (February 11, 2026) Company Overview - **Company**: Pershing Square Holdings (OTCPK:PSHZ.F) - **Key Speaker**: Ryan Israel, Chief Investment Officer - **Chairman**: Rupert Morley Core Industry Insights - **Market Context**: The current market environment is seen as fascinating for public market investors, with significant updates across the portfolio and broader business strategies being discussed [1][3]. Key Financial Performance - **2025 Performance**: - Net Asset Value (NAV) grew by **20.9%** - Total shareholder return was **33.9%** - Compound growth in NAV and share price over 8 years is **23%** [9][10]. - **Share Buybacks**: In 2025, **6.6 million shares** were repurchased for approximately **$370 million**, totaling **$1.8 billion** in buybacks since inception [12]. - **Dividends**: The company has paid out **$666 million** in dividends, with an **86%** increase since the dividend policy was amended in 2022 [11][12]. Strategic Updates - **Howard Hughes Holdings**: - Acquired **$900 million** worth of shares, increasing ownership to **46.9%** [8][9]. - Committed to purchasing up to **$1 billion** in preferred securities to facilitate the acquisition of Vantage, an insurance company [9][22]. - The transformation aims to turn Howard Hughes into a diversified holding company akin to Berkshire Hathaway [17][20]. Investment Strategy - **Investment Focus**: The strategy emphasizes acquiring high-quality, durable growth companies, with a focus on long-term value creation [17][20]. - **Recent Investments**: - New investments in **Hertz**, **Amazon**, and **Meta** were disclosed, with a focus on companies with strong growth potential [43][46]. - Exited positions in **Chipotle**, **Canadian Pacific**, and **Nike** due to underperformance [44][41]. Market Analysis - **S&P 500 Performance**: The S&P 500 has seen a **112%** increase over the last six years, with earnings growth being the primary driver [53][56]. - **Top Companies**: The top 10 companies in the S&P 500 are expected to grow earnings at **25%**, significantly influencing overall market growth [58][59]. - **Valuation Insights**: Current market multiples are seen as potentially undervalued given the expected earnings growth, suggesting optimism for future performance [59][60]. Organizational Updates - **Team Expansion**: New hires include Jordan Aguiar-Lucander, Jill Chapman, and Lucas Richards, enhancing the investment and legal teams [49][50]. - **Investment Philosophy**: The firm maintains a concentrated investment strategy, focusing on a select number of high-quality businesses while keeping a library of potential investment opportunities [52][60]. Conclusion - **Future Outlook**: The firm is optimistic about navigating the current market environment, leveraging its investment strategy and organizational strengths to capitalize on emerging opportunities [45][51].

The chart of Amazon illustrates two market principles that successful traders understand. This is why it is the Stock of the Day.After entering free fall last week, the shares found support at the $200 level. This wasn't a coincidence.As you can see on the chart, there was support for the stock around the $200 level in May 2025. There tends to be support at prices that have been support in the past.This happens when some of the people who sold around $200 regretted doing so when the price rallied. Some of t ...