What Happened? Shares of infrastructure investment and operations firm FTAI Infrastructure (NASDAQ:FIP) jumped 10.4% in the afternoon session after the broader market rebounded from a tech-driven sell-off, with investors taking the opportunity to buy stocks at lower prices. This rally was fueled by a recovery in technology stocks and a significant bounce in Bitcoin, which stabilized after losing o...
What Happened? Shares of infrastructure investment and operations firm FTAI Infrastructure (NASDAQ:FIP) jumped 10.4% in the afternoon session after the broader market rebounded from a tech-driven sell-off, with investors taking the opportunity to buy stocks at lower prices. This rally was fueled by a recovery in technology stocks and a significant bounce in Bitcoin, which stabilized after losing over half its value from its October peak. Investor sentiment was also lifted by a surprising improvement in U.S. consumer sentiment and the realization that massive AI-related capital expenditure, such as Amazon's planned $200 billion, directly benefits chipmakers like Nvidia and Broadcom. These "pick-and-shovel" winners jumped as much as 7%, helping the S&P 500 edge back into positive territory for 2026. The highlight of the day was the Dow Jones Industrial Average, which surged and crossed the historic 50,000 threshold for the first time. The shares closed the day at $6.02, up 11.5% from previous close. Is now the time to buy FTAI Infrastructure? Access our full analysis report here, it’s free. What Is The Market Telling Us FTAI Infrastructure’s shares are extremely volatile and have had 48 moves greater than 5% over the last year. But moves this big are rare even for FTAI Infrastructure and indicate this news significantly impacted the market’s perception of the business. The previous big move we wrote about was 10 days ago when the stock dropped 5.2% on the news that its subsidiary, Jefferson, announced plans for a private offering of up to $255 million in notes. The company intended to use the proceeds from the financing to refinance a portion of its existing debt, cover interest and fees, and provide working capital. Although the stated goal was to strengthen the company's capital structure, the move to raise a significant amount of new debt seemed to have unsettled investors. FTAI Infrastructure is up 23.4% since the beginning of the year, but at $6.02 per share, it ...
Veeco Instruments ( VECO ) announced on Friday its stockholders approved all proposals related to its pending merger with Axcelis Technologies ( ACLS ) at a special meeting of stockholders. The completion of the merger remains subject to other customary closing conditions. Veeco and Axcelis continue to expect that the merger will be completed in the second half of 2026. Shares +5.97%. More on Veec...
Veeco Instruments ( VECO ) announced on Friday its stockholders approved all proposals related to its pending merger with Axcelis Technologies ( ACLS ) at a special meeting of stockholders. The completion of the merger remains subject to other customary closing conditions. Veeco and Axcelis continue to expect that the merger will be completed in the second half of 2026. Shares +5.97%. More on Veeco Instruments Veeco Instruments: Is It Worth Hanging Around, Or Is It Time To Go? Bottom SA rated semiconductor stocks Veeco-Axcelis merger gets UK nod; revenue may see impact from stalled shipment Seeking Alpha’s Quant Rating on Veeco Instruments Historical earnings data for Veeco Instruments
What Happened? Shares of luxury electric car manufacturer Lucid (NASDAQ:LCID) jumped 13% in the afternoon session after the broader market rebounded from a tech-driven sell-off, with investors taking the opportunity to buy stocks at lower prices. This rally was fueled by a recovery in technology stocks and a significant bounce in Bitcoin, which stabilized after losing over half its value from its ...
What Happened? Shares of luxury electric car manufacturer Lucid (NASDAQ:LCID) jumped 13% in the afternoon session after the broader market rebounded from a tech-driven sell-off, with investors taking the opportunity to buy stocks at lower prices. This rally was fueled by a recovery in technology stocks and a significant bounce in Bitcoin, which stabilized after losing over half its value from its October peak. Investor sentiment was also lifted by a surprising improvement in U.S. consumer sentiment and the realization that massive AI-related capital expenditure, such as Amazon's planned $200 billion, directly benefits chipmakers like Nvidia and Broadcom. These "pick-and-shovel" winners jumped as much as 7%, helping the S&P 500 edge back into positive territory for 2026. The highlight of the day was the Dow Jones Industrial Average, which surged and crossed the historic 50,000 threshold for the first time. The shares closed the day at $10.86, up 13.5% from previous close. Is now the time to buy Lucid? Access our full analysis report here, it’s free. What Is The Market Telling Us Lucid’s shares are extremely volatile and have had 55 moves greater than 5% over the last year. But moves this big are rare even for Lucid and indicate this news significantly impacted the market’s perception of the business. The previous big move we wrote about was 15 days ago when the stock gained 2.6% on the news that the US president announced a framework for a future deal with Greenland. Wall Street saw a broad-based rally, with the S&P 500 gaining 1.2% as investor concerns over global trade tensions eased. The positive sentiment followed an announcement that reversed course on plans to impose tariffs linked to Greenland, which had caused steep market losses earlier in the week. This recovery reflected renewed optimism in the market, as the threat of a widening trade conflict appeared to subside, encouraging investors to move back into equities. Lucid is down 2.9% since the beginning of ...
What Happened? A number of stocks jumped in the afternoon session after the broader market rebounded from a tech-driven sell-off, with investors taking the opportunity to buy stocks at lower prices. This rally was fueled by a recovery in technology stocks and a significant bounce in Bitcoin, which stabilized after losing over half its value from its October peak. Investor sentiment was also lifted...
What Happened? A number of stocks jumped in the afternoon session after the broader market rebounded from a tech-driven sell-off, with investors taking the opportunity to buy stocks at lower prices. This rally was fueled by a recovery in technology stocks and a significant bounce in Bitcoin, which stabilized after losing over half its value from its October peak. Investor sentiment was also lifted by a surprising improvement in U.S. consumer sentiment and the realization that massive AI-related capital expenditure, such as Amazon's planned $200 billion, directly benefits chipmakers like Nvidia and Broadcom. These "pick-and-shovel" winners jumped as much as 7%, helping the S&P 500 edge back into positive territory for 2026. The highlight of the day was the Dow Jones Industrial Average, which surged and crossed the historic 50,000 threshold for the first time. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Zooming In On Ameresco (AMRC) Ameresco’s shares are extremely volatile and have had 53 moves greater than 5% over the last year. But moves this big are rare even for Ameresco and indicate this news significantly impacted the market’s perception of the business. The previous big move we wrote about was 15 days ago when the stock gained 3.2% on the news that the US president announced a framework for a future deal with Greenland. Wall Street saw a broad-based rally, with the S&P 500 gaining 1.2% as investor concerns over global trade tensions eased. The positive sentiment followed an announcement that reversed course on plans to impose tariffs linked to Greenland, which had caused steep market losses earlier in the week. This recovery reflected renewed optimism in the market, as the threat of a widening trade conflict appeared to subside, encouraging investors to move back into equities.
What Happened? Shares of specialty construction contractor company EMCOR (NYSE:EME) jumped 5.6% in the afternoon session after the broader market rebounded from a tech-driven sell-off, with investors taking the opportunity to buy stocks at lower prices. This rally was fueled by a recovery in technology stocks and a significant bounce in Bitcoin, which stabilized after losing over half its value fr...
What Happened? Shares of specialty construction contractor company EMCOR (NYSE:EME) jumped 5.6% in the afternoon session after the broader market rebounded from a tech-driven sell-off, with investors taking the opportunity to buy stocks at lower prices. This rally was fueled by a recovery in technology stocks and a significant bounce in Bitcoin, which stabilized after losing over half its value from its October peak. Investor sentiment was also lifted by a surprising improvement in U.S. consumer sentiment and the realization that massive AI-related capital expenditure, such as Amazon's planned $200 billion, directly benefits chipmakers like Nvidia and Broadcom. These "pick-and-shovel" winners jumped as much as 7%, helping the S&P 500 edge back into positive territory for 2026. The highlight of the day was the Dow Jones Industrial Average, which surged and crossed the historic 50,000 threshold for the first time. The shares closed the day at $764.18, up 6.5% from previous close. Is now the time to buy EMCOR? Access our full analysis report here, it’s free. What Is The Market Telling Us EMCOR’s shares are not very volatile and have only had 7 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful, although it might not be something that would fundamentally change its perception of the business. The biggest move we wrote about over the last year was 3 months ago when the stock dropped 13.8% on the news that the company reported strong third-quarter results but provided a full-year revenue forecast that failed to impress investors. The specialty construction contractor posted third-quarter revenues of $4.30 billion, a 16.4% increase from the same period in the previous year. Earnings per share also grew, reaching $6.57. While these results were slightly ahead of Wall Street's expectations, the company's updated outlook for the full year appeared to be the cause for concern. EMCOR's full-year revenue fo...
Is the stock's recent sell-off a buying opportunity? Maybe. Amazon's (AMZN 5.49%) earnings report on Thursday sent the stock lower, worsening an already difficult 2026 for the stock. Shares are now down more than 10% year to date. Investors were digesting the company's mind-boggling guidance for 2026 capital expenditures of about $200 billion. These aggressive investments will be driven, in large ...
Is the stock's recent sell-off a buying opportunity? Maybe. Amazon's (AMZN 5.49%) earnings report on Thursday sent the stock lower, worsening an already difficult 2026 for the stock. Shares are now down more than 10% year to date. Investors were digesting the company's mind-boggling guidance for 2026 capital expenditures of about $200 billion. These aggressive investments will be driven, in large part, by the company's effort to support fast-growing demand for its cloud computing business, Amazon Web Services (AWS). But should the stock really be selling off because of these big investment plans? In the company's fourth-quarter earnings call, Amazon CEO Andy Jassy shared some great news about these investment plans -- words that may make a difference in the stock's investment thesis. Here's a look at Jassy's comments, as well as others he made about an important catalyst many investors may be overlooking. A $200 billion bet "Customers really want AWS for core and AI workloads," explained Amazon CEO Andy Jassy. "And we are monetizing capacity as fast as we can install it." But is this massive forecast for capital expenditures really bad news? After all, Jassy seems confident that the company can convert this spending into incremental profit over the long term. "We have deep experience understanding demand signals in the AWS business and then turning that capacity into strong return on invested capital," Jassy explained. In other words, Amazon's already fast-growing and diversified business likely has substantially more growth potential ahead -- for years to come. This is great news for investors. A $10 billion chips business A more overlooked comment from the earnings call that is worth a closer look is the CEO's remark about the company's chip business, which is growing even faster than its cloud business. "I think people know about our chips capability, our chips business, but I'm not sure folks realize how strong a chips company we've become over the last ten year...
What Happened? A number of stocks jumped in the afternoon session after the broader market rebounded from a tech-driven sell-off, with investors taking the opportunity to buy stocks at lower prices. This rally was fueled by a recovery in technology stocks and a significant bounce in Bitcoin, which stabilized after losing over half its value from its October peak. Investor sentiment was also lifted...
What Happened? A number of stocks jumped in the afternoon session after the broader market rebounded from a tech-driven sell-off, with investors taking the opportunity to buy stocks at lower prices. This rally was fueled by a recovery in technology stocks and a significant bounce in Bitcoin, which stabilized after losing over half its value from its October peak. Investor sentiment was also lifted by a surprising improvement in U.S. consumer sentiment and the realization that massive AI-related capital expenditure, such as Amazon's planned $200 billion, directly benefits chipmakers like Nvidia and Broadcom. These "pick-and-shovel" winners jumped as much as 7%, helping the S&P 500 edge back into positive territory for 2026. The highlight of the day was the Dow Jones Industrial Average, which surged and crossed the historic 50,000 threshold for the first time. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Zooming In On Redwire (RDW) Redwire’s shares are extremely volatile and have had 106 moves greater than 5% over the last year. But moves this big are rare even for Redwire and indicate this news significantly impacted the market’s perception of the business. The previous big move we wrote about was 10 days ago when the stock gained 26.5% on the news that it was selected for the Missile Defense Agency's (MDA) Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) contract. This indefinite-delivery/indefinite-quantity (IDIQ) contract had a substantial ceiling of $151 billion. The agreement encompassed a wide range of work areas intended to allow for the quick delivery of new capabilities to support homeland defense. It was important to note that this was a multi-vendor contract, meaning Redwire was one of several companies chosen. While the potential value was very large, the contract did not guarantee any specific amount of revenue for the ...
What Happened? A number of stocks jumped in the afternoon session after the broader market rebounded from a tech-driven sell-off, with investors taking the opportunity to buy stocks at lower prices. This rally was fueled by a recovery in technology stocks and a significant bounce in Bitcoin, which stabilized after losing over half its value from its October peak. Investor sentiment was also lifted...
What Happened? A number of stocks jumped in the afternoon session after the broader market rebounded from a tech-driven sell-off, with investors taking the opportunity to buy stocks at lower prices. This rally was fueled by a recovery in technology stocks and a significant bounce in Bitcoin, which stabilized after losing over half its value from its October peak. Investor sentiment was also lifted by a surprising improvement in U.S. consumer sentiment and the realization that massive AI-related capital expenditure, such as Amazon's planned $200 billion, directly benefits chipmakers like Nvidia and Broadcom. These "pick-and-shovel" winners jumped as much as 7%, helping the S&P 500 edge back into positive territory for 2026. The highlight of the day was the Dow Jones Industrial Average, which surged and crossed the historic 50,000 threshold for the first time. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Zooming In On Kimball Electronics (KE) Kimball Electronics’s shares are somewhat volatile and have had 14 moves greater than 5% over the last year. But moves this big are rare even for Kimball Electronics and indicate this news significantly impacted the market’s perception of the business. The previous big move we wrote about was 14 days ago when the stock dropped 4.5% on the news that the Dow Jones Industrial Average fell as much as 0.7%, reflecting lingering uncertainty, and capping off a volatile week which saw stocks enjoy some relief as President Donald Trump reduced tensions with European allies by backing off his threat of imposing new tariffs. Threats of tariffs initially created uncertainty for businesses, as they can lead to higher costs for multinational corporations and disrupt global supply chains. By withdrawing the threat, the administration removed a significant headwind for the market, prompting a relief rally. This development was...
What Happened? A number of stocks jumped in the afternoon session after the broader market rebounded from a tech-driven sell-off, with investors taking the opportunity to buy stocks at lower prices. This rally was fueled by a recovery in technology stocks and a significant bounce in Bitcoin, which stabilized after losing over half its value from its October peak. Investor sentiment was also lifted...
What Happened? A number of stocks jumped in the afternoon session after the broader market rebounded from a tech-driven sell-off, with investors taking the opportunity to buy stocks at lower prices. This rally was fueled by a recovery in technology stocks and a significant bounce in Bitcoin, which stabilized after losing over half its value from its October peak. Investor sentiment was also lifted by a surprising improvement in U.S. consumer sentiment and the realization that massive AI-related capital expenditure, such as Amazon's planned $200 billion, directly benefits chipmakers like Nvidia and Broadcom. These "pick-and-shovel" winners jumped as much as 7%, helping the S&P 500 edge back into positive territory for 2026. The highlight of the day was the Dow Jones Industrial Average, which surged and crossed the historic 50,000 threshold for the first time. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Zooming In On Proto Labs (PRLB) Proto Labs’s shares are somewhat volatile and have had 12 moves greater than 5% over the last year. But moves this big are rare even for Proto Labs and indicate this news significantly impacted the market’s perception of the business. The previous big move we wrote about was 14 days ago when the stock dropped 3% on the news that the Dow Jones Industrial Average fell as much as 0.7%, reflecting lingering uncertainty, and capping off a volatile week which saw stocks enjoy some relief as President Donald Trump reduced tensions with European allies by backing off his threat of imposing new tariffs. Threats of tariffs initially created uncertainty for businesses, as they can lead to higher costs for multinational corporations and disrupt global supply chains. By withdrawing the threat, the administration removed a significant headwind for the market, prompting a relief rally. This development was a key factor in helping ma...
American Drive Acquisition Company ( Nasdaq: ADACU ) on Friday said that holders of its units may begin separately trading the company’s Class A ordinary shares and warrants starting on February 9, 2026. The Class A ordinary shares and warrants will trade on the Nasdaq Global Market under the symbols ADAC and ADACW, respectively, while units that are not separated will continue to trade under the ...
American Drive Acquisition Company ( Nasdaq: ADACU ) on Friday said that holders of its units may begin separately trading the company’s Class A ordinary shares and warrants starting on February 9, 2026. The Class A ordinary shares and warrants will trade on the Nasdaq Global Market under the symbols ADAC and ADACW, respectively, while units that are not separated will continue to trade under the symbol ADACU. The company said no fractional warrants will be issued upon separation, and only whole warrants will trade. Unit holders must instruct their brokers to contact the company’s transfer agent to separate the units. American Drive Acquisition is a blank-check company formed to pursue a merger or similar business combination. It said it currently intends to focus on American companies in the defense, logistics, transportation, technology, and artificial intelligence sectors. ADACU closed at -0.0% at $10.0 Source: Press Release More on American Drive Acquisition Company Units American Drive Acquisition Company prices $200M IPO at $10 per unit Seeking Alpha’s Quant Rating on American Drive Acquisition Company Units Financial information for American Drive Acquisition Company Units
Since the Dow hit 40000 for the first time nearly two years ago, the index has grown heavier in financial stocks and trimmed back its exposure to the health-care sector. Much of this is due to the recent outperformance of financial stocks like Goldman Sachs and JPMorgan, and the relative underperformance of stocks like Merck and UnitedHealth. Two new stocks have come into the index—Nvidia and Sher...
Since the Dow hit 40000 for the first time nearly two years ago, the index has grown heavier in financial stocks and trimmed back its exposure to the health-care sector. Much of this is due to the recent outperformance of financial stocks like Goldman Sachs and JPMorgan, and the relative underperformance of stocks like Merck and UnitedHealth. Two new stocks have come into the index—Nvidia and Sherwin-Williams—during the Dow’s "40-something" years.
US equity indexes ended higher Friday, as semiconductor manufacturers and cyclicals rose sharply, of Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
US equity indexes ended higher Friday, as semiconductor manufacturers and cyclicals rose sharply, of Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
Key Points Amazon.com and Alphabet recently confirmed a gigantic expabnsion in capital spending to fund AI growth, GE Vernova expects to more than double its earnings over the next few years. 10 stocks we like better than Ge Vernova › The combined 2026 capital spending commitments made by Amazon.com and Alphabet over the last couple of days total up to $385 billion. It's an incredible figure that ...
Key Points Amazon.com and Alphabet recently confirmed a gigantic expabnsion in capital spending to fund AI growth, GE Vernova expects to more than double its earnings over the next few years. 10 stocks we like better than Ge Vernova › The combined 2026 capital spending commitments made by Amazon.com and Alphabet over the last couple of days total up to $385 billion. It's an incredible figure that dwarfs even the mammoth combined $222 billion in 2025. While those stocks both declined in response to the news, the AI infrastructure companies did much better, including GE Vernova (NYSE: GEV), which rose by more than 5% in late trading. An AI spending boom It's no secret that the market is far from convinced by Oracle's exposure to OpenAI. For reference, they have a $300 billion deal under which Oracle will build out infrastructure to sell computing power to OpenAI. Not least because OpenAI needs a huge amount of funding to support it through a cash burn that could total $115 billion by 2030, according to reports. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Similarly, Microsoft stock has suffered this year due to 45% of its Azure backlog's exposure to OpenAI, but, as shows below, GE Vernova continues to power higher. Why GE Vernova keeps outperforming The reason is the same as the one for the stock being up again today: insatiable demand for power to fund data centers. That's feeding through into a step-change in demand for GE Vernova's gas turbines and its electrification equipment from hyperscalers, after the company was previously heavily reliant on notoriously conservative utilities. Demand is so strong that GE Vernova is even selling slot reservation agreements to customers who want to ensure they will receive gas turbines in the future. As such, management expects mid-teens revenue growth from 2025 to 2028 with earnings more than doubling in...
Photographer: Michael Nagle/Bloomberg Once Upon a Farm PBC, the organic kids snacks maker co-founded by actress Jennifer Garner, jumped 17% in its trading debut Friday after the company and some of its investors raised $197.9 million in an initial public offering. The stock closed at $21.05 per share in New York, above its IPO price of $18. Shares rose as much as 22% to $22 apiece earlier in the s...
Photographer: Michael Nagle/Bloomberg Once Upon a Farm PBC, the organic kids snacks maker co-founded by actress Jennifer Garner, jumped 17% in its trading debut Friday after the company and some of its investors raised $197.9 million in an initial public offering. The stock closed at $21.05 per share in New York, above its IPO price of $18. Shares rose as much as 22% to $22 apiece earlier in the session. The closing price gives the company a market value of $847 million, based on the outstanding shares. Most Read from Bloomberg Berkeley, California-based Once Upon a Farm sold about 7.6 million shares and the selling holders offered around 3.4 million shares, which priced in the middle of the $17 to $19 marketed range. The offering was more than 12 times oversubscribed, people familiar with the matter have said. The company makes premium-priced products, including kid-friendly pouches of no-sugar-added organic fruit and vegetable puree, as well as bars, frozen meals and smoothie packets. The firm traces its roots to 2015, when co-founders Cassandra Curtis and Ari Raz created recipes that focused on organic food, according to the filing. Garner and former Annie’s Chief Executive Officer John Foraker joined in 2017. Separate from Garner’s role on the company’s board, she also receives compensation for her role as co-founder and “Farmer Jen,” the filing shows. The actress has already been paid $1 million and stock options as part of a deal agreed in 2022. Garner is set to receive $2 million on Jan. 31, 2026, $2 million on Jan. 31, 2027, and $3 million on Jan. 31, 2028. She is also eligible to receive a cash bonus that is tied to the IPO price. Garner has played a key role in the company’s meetings with investors and the formal road show. “I work to add value and stay involved in any way that I possibly can across all aspects of the business,” she told Bloomberg in an interview. “I really work to build meaningful relationships with our retail partners,” the actress added...
One of the boys alleged that Busfield touched his private areas, according to court documents. The boy told authorities that the alleged inappropriate touching started when he was seven years old and he was scared to speak out because he "feared" that Busfield would "get mad at him".
One of the boys alleged that Busfield touched his private areas, according to court documents. The boy told authorities that the alleged inappropriate touching started when he was seven years old and he was scared to speak out because he "feared" that Busfield would "get mad at him".
What Happened? Shares of cloud computing and online retail behemoth Amazon (NASDAQ:AMZN) fell 7.2% in the afternoon session after the company announced a massive $200 billion capital spending plan for 2026 and reported mixed fourth-quarter results. The forecast, a more than 50% increase in capital expenditures compared to 2025, spooked investors who were concerned about its impact on near-term pro...
What Happened? Shares of cloud computing and online retail behemoth Amazon (NASDAQ:AMZN) fell 7.2% in the afternoon session after the company announced a massive $200 billion capital spending plan for 2026 and reported mixed fourth-quarter results. The forecast, a more than 50% increase in capital expenditures compared to 2025, spooked investors who were concerned about its impact on near-term profitability and free cash flow. While Amazon's revenue beat expectations and its Amazon Web Services (AWS) segment showed strength, this was overshadowed by an operating profit miss. Adding to the negative sentiment, the company's operating profit guidance for the upcoming quarter also fell short of analysts' forecasts. The shares closed the day at $209.79, down 6% from previous close. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Is now the time to buy Amazon? Access our full analysis report here, it’s free. What Is The Market Telling Us Amazon’s shares are not very volatile and have only had 6 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful, although it might not be something that would fundamentally change its perception of the business. The previous big move we wrote about was 1 day ago when the stock dropped 4.5% on the news that German regulators ordered the company to stop imposing price controls on its marketplace in the country and to hand over approximately $70 million in alleged unfair gains. Germany's Federal Cartel Office prohibited Amazon from setting price caps for third-party retailers, stating the company's methods were "based on non-transparent rules." The watchdog added that it was not clear to sellers how these price limits were determined. This negative regulatory news arrived as the company was scheduled to report its fourth-quarter results, adding to investor unease. Concerns were already present regarding Am...
What Happened? Shares of cloud computing and online retail behemoth Amazon AMZNfell 7.2% in the afternoon session after the company announced a massive $200 billion capital spending plan for 2026 and reported mixed fourth-quarter results. The forecast, a more than 50% increase in capital expenditures compared to 2025, spooked investors who were concerned about its impact on near-term profitability...
What Happened? Shares of cloud computing and online retail behemoth Amazon AMZNfell 7.2% in the afternoon session after the company announced a massive $200 billion capital spending plan for 2026 and reported mixed fourth-quarter results. The forecast, a more than 50% increase in capital expenditures compared to 2025, spooked investors who were concerned about its impact on near-term profitability and free cash flow. While Amazon's revenue beat expectations and its Amazon Web Services (AWS) segment showed strength, this was overshadowed by an operating profit miss. Adding to the negative sentiment, the company's operating profit guidance for the upcoming quarter also fell short of analysts' forecasts. The shares closed the day at $209.79, down 6% from previous close. What Is The Market Telling Us Amazon’s shares are not very volatile and have only had 6 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful, although it might not be something that would fundamentally change its perception of the business. The previous big move we wrote about was 1 day ago when the stock dropped 4.5% on the news that German regulators ordered the company to stop imposing price controls on its marketplace in the country and to hand over approximately $70 million in alleged unfair gains. Germany's Federal Cartel Office prohibited Amazon from setting price caps for third-party retailers, stating the company's methods were "based on non-transparent rules." The watchdog added that it was not clear to sellers how these price limits were determined.This negative regulatory news arrived as the company was scheduled to report its fourth-quarter results, adding to investor unease. Concerns were already present regarding Amazon's rising capital expenditures, which surged in 2025, largely driven by investments in data centers and AI infrastructure. Amazon is down 7.4% since the beginning of the year, and at $209.83 per share, i...
watch now VIDEO 16:25 16:25 NFL's Hans Schroeder on renegotiating TV rights and why Disney isn't 'legacy media' CNBC Sport The NFL plans to hold talks with non-traditional media companies to potentially sell them the rights to a live game, NFL Media chief Hans Schroeder told CNBC Sport on Friday. "We have other people that are both partners in a smaller sense — maybe not a full package — or people...
watch now VIDEO 16:25 16:25 NFL's Hans Schroeder on renegotiating TV rights and why Disney isn't 'legacy media' CNBC Sport The NFL plans to hold talks with non-traditional media companies to potentially sell them the rights to a live game, NFL Media chief Hans Schroeder told CNBC Sport on Friday. "We have other people that are both partners in a smaller sense — maybe not a full package — or people that still are in the media landscape somewhere that would like to be an NFL live game partner," Schroeder said in an interview from Radio Row ahead of Super Bowl LX in San Francisco. "We're going to have those conversations," he added. "We want to understand all our options and how to think about the best model for us, for our fans, for our teams going forward. So to your question, you know, we're going to listen and probably have a lot of different people that want to have a conversation with us. That's very fortunate. We say that humbly, and we're going to make sure we have those conversations to understand." Schroeder didn't offer details on which companies could be interested in buying a live game. The NFL sold a week one game to YouTube last season for about $100 million -- a one-off strategy that it could replicate with other digital platforms. The societal-wide shift to streaming has made digital a comparable rival to broadcast TV, which has long been the league's preferred distribution strategy due to its reach. "Now you see these big digital platforms that can reach broadcast level audiences," Schroeder said. "That just creates more optionality." Get the CNBC Sport newsletter directly to your inbox The CNBC Sport newsletter with Alex Sherman brings you the biggest news and exclusive interviews from the worlds of sports business and media, delivered weekly to your inbox. Subscribe here to get access today . The NFL and its traditional media partners — Disney , Paramount Global , Comcast 's NBCUniversal and Amazon — will likely begin discussing a new media rights l...
What Happened? Shares of cloud computing and online retail behemoth Amazon (NASDAQ: AMZN) fell 7.2% in the afternoon session after the company announced a massive $200 billion capital spending plan for 2026 and reported mixed fourth-quarter results. The forecast, a more than 50% increase in capital expenditures compared to 2025, spooked investors who were concerned about its impact on near-term pr...
What Happened? Shares of cloud computing and online retail behemoth Amazon (NASDAQ: AMZN) fell 7.2% in the afternoon session after the company announced a massive $200 billion capital spending plan for 2026 and reported mixed fourth-quarter results. The forecast, a more than 50% increase in capital expenditures compared to 2025, spooked investors who were concerned about its impact on near-term profitability and free cash flow. While Amazon's revenue beat expectations and its Amazon Web Services (AWS) segment showed strength, this was overshadowed by an operating profit miss. Adding to the negative sentiment, the company's operating profit guidance for the upcoming quarter also fell short of analysts' forecasts. The shares closed the day at $209.79, down 6% from previous close. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Is now the time to buy Amazon? Access our full analysis report here, it’s free. What Is The Market Telling Us Amazon’s shares are not very volatile and have only had 6 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful, although it might not be something that would fundamentally change its perception of the business. The previous big move we wrote about was 1 day ago when the stock dropped 4.5% on the news that German regulators ordered the company to stop imposing price controls on its marketplace in the country and to hand over approximately $70 million in alleged unfair gains. Germany's Federal Cartel Office prohibited Amazon from setting price caps for third-party retailers, stating the company's methods were "based on non-transparent rules." The watchdog added that it was not clear to sellers how these price limits were determined. This negative regulatory news arrived as the company was scheduled to report its fourth-quarter results, adding to investor unease. Concerns were already present regarding A...