Market Analysis by covering: Amazon.com Inc. Read 's Market Analysis on Investing.com ...

Market Analysis by covering: Meta Platforms Inc. Read 's Market Analysis on Investing.com ...

SANTA CLARA, Calif.--(BUSINESS WIRE)-- #AIinSecurity--PurpleRidge (powered by RidgeBot® from Ridge Security) today announced the launch of its Automated AWS Account Audit, a direct response to recent security research showing attackers can compromise a cloud environment in as little as eight minutes. As hackers increasingly use LLMs to scan for exposed credentials in public S3 buckets, PurpleRidge moves beyond basic checklists to identify "Combined Risk Stories." The platform reveals how isolated weaknesses ...

Etsy, Inc. (NYSE:ETSY) is among the 12 Best Consumer Stocks to Buy According to Wall Street. BofA Lowers its Price Target on Etsy, Inc. (ETSY) to $63 and Maintains a Neutral Rating On February 11, 2026, BofA lowered its price target on Etsy, Inc. (NYSE:ETSY) to $63 from $73 previously and maintained a Neutral rating ahead of the company’s earnings report scheduled for Thursday, February 19, before market open. The firm said the target reduction reflects recent multiple compressions across the e-commerce ...

Market Sentiment Vs. RealityAmazon recently faced a historic nine-day losing streak, its longest since 2006, resulting in a staggering $400 billion wipeout in market capitalization.The decline saw shares slide 18.19% in these nine days and 12.23% year-to-date, which was largely triggered by concerns over massive capital expenditure (CapEx) targets for AI infrastructure. However, Nicholson suggests this is a psychological phenomenon rather than a structural failure.“Nothing has fundamentally changed,” Nichol ...

Several big-time stocks are down from their highs. Right now is the perfect time to deploy some cash into some beaten-down stocks. The market has been poorly receiving most fourth- quarter earnings reports, and several stocks that rarely go on sale are cheap as a result. This opens up a great buying opportunity for many stocks on the market, and three at the top of my list are Microsoft (MSFT 0.16%), Alphabet (GOOG 1.08%) (GOOGL 1.08%), and Amazon (AMZN 0.41%). If you've got some cash waiting on the sidelin ...

Core Viewpoint - Amazon's stock is experiencing a decline due to rising capital expenditures and concerns over an AI bubble, but this dip is viewed by some investors as a generational buying opportunity [1][2]. Financial Performance - Amazon plans to spend $200 billion on capital expenditures this year, significantly higher than the expected $150 billion [4]. - Amazon Web Services (AWS) generated $35.6 billion in revenue during the fourth quarter, marking a 24% year-over-year growth, the highest in 13 quarters [6]. - AWS backlog reached $244 billion, reflecting a 40% year-over-year increase and a 22% rise from the previous quarter [6]. Profitability and Cash Flow - AWS operates with high margins, often achieving operating margins in the mid-30% range, providing robust cash flow for Amazon [7]. - The company's e-commerce division experiences variability in profitability, but AWS's consistent margins offer financial flexibility for reinvestment [7]. Strategic Initiatives - Amazon is enhancing its AI capabilities through partnerships, notably with Anthropic, integrating its Claude model into the AWS ecosystem [9][10]. - The collaboration with Anthropic and the development of custom silicon are part of Amazon's strategy to build a cost-efficient, vertically integrated AI stack [10]. Investment Perspective - The current stock price is seen as heavily discounted relative to Amazon's potential upside, making it an attractive buy for long-term investors [11][13]. - The ongoing software bear market has brought Amazon's stock to its lowest levels during the AI revolution based on price-to-earnings trends [14].

NEW DELHI : Welcoming India’s new labour codes that have brought gig and platform workers under a formal social security framework, Amazon.com Inc. chief global affairs and legal officer David A. Zapolsky told Mint that the retail giant is working to scale up India's e-commerce exports through Amazon to $80 billion and support 3.8 million jobs by 2030. He said Amazon will support the country's exports with artificial intelligence (AI) tools for 15 million local small businesses. E-commerce exports from Indi ...

Welcome back to Market on Close. I'm Sam Bartis live from the floor of the New York Stock Exchange alongside Marley Kaden in our Chicago headquarters. So, let's dive into tech and AI with our next guest, David Nicholson, chief research officer at Futurum.Hey, David. I suppose we better start with Amazon because I suppose if they're not able to turn things around in like the next 15 minutes. Um, they're on track for their worst 9-day losing streak since 2006, losing over $400 billion in market cap.A lot of t ...

Core Viewpoint - Pershing Square Capital Management, led by Bill Ackman, believes that Meta Platforms stock is "deeply discounted" and presents a strong investment opportunity due to its robust user base and growth potential in digital advertising [1][9]. Group 1: Investment Strategy - Pershing Square has initiated a position in Meta Platforms, which now constitutes 10% of its capital [2]. - The fund has exited its position in Chipotle Mexican Grill and has also invested in Amazon, indicating a strategic shift in its portfolio [2]. Group 2: Meta Platforms Overview - Meta is a leader in digital advertising with over 3.5 billion users, representing nearly half of the global population, and has seen a 7% year-over-year increase in daily active users as of Q4 2025 [4]. - The company reported a revenue growth of 22% in 2025, supported by a founder-led management team with extensive experience [5]. Group 3: Monetization and AI Opportunities - Ackman highlights the potential for monetizing Meta's user base through artificial intelligence, which enhances ad targeting and facilitates automated ad generation [5]. - Meta is described as an "essential platform for businesses" aiming to optimize their advertising returns [5]. Group 4: Financial Metrics - Meta stock is currently trading at a forward price-to-earnings (P/E) ratio of 18.2, down from 21.2, indicating it is undervalued compared to its historical averages [8]. - The market's reaction to Meta's planned capital expenditure of approximately $165 billion for 2026 is seen as overly pessimistic, not reflecting the company's future growth opportunities [9].