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Amazon (AMZN) Updated 2 hours ago

Amazon has expanded its branded marketplace by welcoming Bath & Body Works to its platform, allowing the brand to offer products directly to Amazon customers. This move showcases Amazon's efforts to collaborate with established consumer brands and enhance its product offerings. The partnership highlights Amazon's role as a key platform for brands seeking broader exposure. Additionally, Amazon is investing heavily in AI infrastructure and cloud services through AWS, with a $200 billion capex plan for 2026. However, concerns have been raised about the potential financial risks associated with this aggressive spending strategy. Despite challenges, AWS remains a high-margin earnings engine for Amazon.

Stories

Amazon Expands Branded Marketplace As Bath & Body Works Joins Platform Simply Wall St. Positive

Is Amazon (AMZN) Turning Marketplace Partnerships Into a New Engine for Its Retail and AI Strategy? Simply Wall St. Positive

Amazon Abandons Blue Jay Warehouse Robot In Less Than Six Months, Pivots To New Technologies: Report Benzinga Negative

Amazon Surpasses Walmart As Revenue Leader With Heavy AI Infrastructure Focus Simply Wall St. Positive

IBM (IBM) Updated 2 hours ago

IBM is facing challenges from Anthropic, as the AI startup has launched a tool automating COBOL modernization that could impact IBM's mainframe services business. In response, IBM is emphasizing resilience and security for mission-critical systems beyond code translation. Additionally, IBM has partnered with Deepgram to integrate voice AI into its Watsonx platform, highlighting its move into generative AI. Despite recent stock declines, IBM has shown strong returns over longer periods. The combination of pressure on legacy services and advancements in AI will be key for IBM's future strategy. The Deepgram partnership enhances IBM's position in voice interfaces for enterprises, offering new opportunities for Watsonx Orchestrate in areas like customer support and call analytics. Investors are advised to monitor how IBM navigates these challenges and opportunities to protect its core business while expanding into new AI-driven offerings. IBM shares dropped by 13.5% following concerns raised by Anthropic about AI code assistants disrupting legacy COBOL workloads crucial for industries like finance, airlines, and government.

Stories

IBM Confronts Anthropic COBOL Threat While Expanding Watsonx With Voice AI Simply Wall St.

AI scare trade casualty: IBM Yahoo Finance Negative

IBM posts steepest daily drop since 2000 after Anthropic says AI can modernize COBOL Reuters Negative

Stock market today: Dow, S&P 500, Nasdaq futures rise after AI, tariffs ignite Wall Street's... Yahoo Finance Negative

IBM Sinks Most Since 2000 as Anthropic Touts Cobol Tool Bloomberg Negative

Robinhood Markets (HOOD) Updated 3 hours ago

Robinhood Markets has launched a $1 billion closed-end fund IPO, named Robinhood Ventures Fund I, to provide retail investors access to pre-IPO tech giants like SpaceX, Databricks, and Stripe. This move represents a shift from its core brokerage identity into product creation around private markets access. The fund aims to offer everyday investors exposure to late-stage private companies that were previously only available to institutional and high net worth investors. While this aligns with Robinhood's strategy of expanding beyond trading, concerns exist about valuation and liquidity risks associated with investing in illiquid pre-IPO companies. Operating a closed-end fund alongside other ventures could strain regulatory and operational capabilities. If successful, the fund could generate new streams of management fees and contribute to more recurring earnings for the company. Investors can request shares starting February 17, with trading beginning on February 26.

Stories

Goldman Sachs warns AI-fueled layoffs could raise the unemployment rate this year: Chart Yahoo Finance Negative

Tesla Europe sales tumble 17% in January as China's BYD soars Yahoo Finance Negative

Anthropic launches new enterprise offerings, raising the heat on software companies Yahoo Finance Negative

AI scare trade casualty: IBM Yahoo Finance Negative

Jamie Dimon warns markets resemble pre-financial crisis era: 'I see a couple of people doing some... Yahoo Finance

Microsoft (MSFT) Updated 4 hours ago

Microsoft has announced a leadership transition in its Gaming division, with Xbox chief Phil Spencer retiring and Asha Sharma taking over. Sharma, who previously led Microsoft's CoreAI group, brings an AI-focused background into the gaming business. The company also revealed expanded partnerships with CrowdStrike for AI-driven cybersecurity and Ericsson for enterprise 5G integration. This move ties Microsoft's consumer brand directly to its AI and cloud ambitions, positioning gaming alongside cloud services and productivity software as a key pillar for the company. The new leadership change aligns Xbox more closely with Azure and Copilot, emphasizing the importance of AI and cloud services in Microsoft's growth story. Investors will be monitoring how these developments impact product launches, customer adoption, and overall business strategy over time.

Stories

Jana Stake And New CEO Put Fiserv AI Plan In Focus Simply Wall St. Positive

Trump Seeks Vows from Tech Executives to Cover Data Center Costs Bloomberg Negative

Nebius Tavily Deal Links AI Agents To Growing Cloud Infrastructure Simply Wall St. Positive

Microsoft Ties Xbox Leadership To AI Cloud And Security Ambitions Simply Wall St. Positive

The AI trade is punishing Big Tech, but not Apple Yahoo Finance

Meta (META) Updated 6 hours ago

Meta has secured a significant chip supply deal with AMD, involving the supply of six gigawatts' worth of chips, including CPUs tailored to Meta's needs for powerful performance and energy efficiency. The agreement also includes AMD issuing a warrant for 160 million shares to Meta. Meta plans to continue sourcing chips from various vendors while exploring in-house processor development. Discussions with Google about using tensor processors for AI work have also been reported. Additionally, Meta and AMD have announced a 6-gigawatt GPU deal as part of Meta's AI buildout. On the other hand, Nvidia has expanded its partnership with Meta to supply data center CPUs and GPUs, challenging Intel's dominance in AI and cloud infrastructure. This move highlights how large cloud buyers like Meta are open to using multiple vendors for their AI infrastructure. Furthermore, Meta Platforms is bringing back its "Malibu 2" smartwatch project and working on AR and MR glasses, aligning with its strategy to expand in wearables.

Stories

AMD clinches second mega chip supply deal, this time with Meta Reuters Positive

Meta and AMD announce 6-gigawatt GPU deal as part of AI buildout Yahoo Finance Positive

Nvidia results are AI market's biggest test amid competitive worries Reuters

A Look At Archer Aviation (ACHR) Valuation After AI And Global Expansion Updates Simply Wall St.

Nebius Tavily Deal Links AI Agents To Growing Cloud Infrastructure Simply Wall St. Positive

Salesforce (CRM) Updated 6 hours ago

Salesforce (CRM) is making strategic moves to expand its AI capabilities through acquisitions and partnerships, aiming to enhance conversational data ingestion and support governance around AI-driven document analysis. Despite trading at $178.16, the company has seen a decline in shares of 29.8% year-to-date and 41.8% over the past year. Salesforce is expected to report revenue growth of about 12% and a rise in adjusted earnings for the year, but uncertainty around AI's disruption in the industry is causing skepticism among investors and analysts. The company's recent partnerships with GoDaddy, REI Systems, and Asymbl on Salesforce platforms highlight its commitment to integrating AI agents into its ecosystem for enhanced governance, security, and workforce orchestration. Salesforce projects $51.9 billion in revenue and $10.3 billion in earnings by 2028, with a fair value estimate of $317.21 per share representing a 71% upside potential from the current price. Investors are advised to consider Salesforce's track record alongside its enterprise AI initiatives as they monitor the latest developments regarding its valuation and performance in the AI space. Despite challenges posed by competition and adoption of new AI tools, there is optimism about potential growth driven by Salesforce's AI initiatives and market expansion efforts.

Stories

Earnings live: Home Depot stock climbs after earnings beat, Hims & Hers slides, Constellation... Yahoo Finance

Investors Are Dumping Software Stocks and Earnings Won't Stop It Bloomberg Negative

Salesforce AI Deals Test Investor Patience As Valuation Screens Attractive Simply Wall St.

Earnings live: Hims & Hers stock slides, Domino's rises as investors await crucial update from... Yahoo Finance

A Look At GoDaddy (GDDY) Valuation After MuleSoft AI Agent Identity Partnership Simply Wall St. Positive

AMD (AMD) Updated 6 hours ago

AMD has secured a significant chip supply deal with Meta, involving supplying six gigawatts' worth of chips, including GPUs and CPUs tailored to Meta's needs for powerful performance and energy efficiency. The partnership aims to support Meta's ambitious goals in inference computing for applications like chatbots. AMD will issue a warrant for 160 million shares tied to performance targets as part of the agreement. Despite partnering with Nvidia, Meta plans to continue sourcing chips from multiple vendors and developing its in-house processors to diversify its chip supply chain. This deal is expected to drive substantial revenue growth for AMD and be accretive to its earnings per share. Additionally, AMD is set to unveil a new flagship AI server later this year, positioning itself as a top rival to Nvidia in the AI market. The company has also received licenses to ship its modified processors to China, adding sales of AI chips back into its forecast for the current quarter. Furthermore, Riot Platforms (RIOT) is advancing a long-term data center lease deal with AMD, impacting its future performance and valuation.

Stories

AMD clinches second mega chip supply deal, this time with Meta Reuters Positive

Meta and AMD announce 6-gigawatt GPU deal as part of AI buildout Yahoo Finance Positive

Nvidia results are AI market's biggest test amid competitive worries Reuters

A Look At Riot Platforms (RIOT) Valuation As Activist Pressure Meets New AMD AI Data Center Deal Simply Wall St.

Is Advanced Micro Devices (AMD) Still Attractively Priced After Recent Share Price Pullback? Simply Wall St.

Hims & Hers Health (HIMS) Updated 6 hours ago

Hims & Hers Health (HIMS) reported lower profits in the fourth quarter compared to a year ago, leading to a more than 2.5% drop in the stock price during extended trading. The company beat Wall Street estimates for earnings per share but fell short compared to the previous year, with revenue roughly meeting expectations. However, their 2026 revenue forecast exceeded estimates. Despite experiencing recent share price pullback and negative returns over the past month, past 3 months, and year to date, analysts suggest that the stock is undervalued compared to its estimated intrinsic value and analyst price target of $86.09. Hims & Hers Health is positioning itself as an infrastructure layer for healthcare in the U.S., focusing on delivering value and customer-centric efficiency similar to companies like Amazon and Spotify. While there are risks such as regulatory scrutiny around GLP-1 practices that could impact execution and investor confidence, different valuation models suggest potential upside for Hims & Hers Health, with one model indicating undervaluation at the current market price of $15.51 per share.

Stories

Earnings live: Home Depot stock climbs after earnings beat, Hims & Hers slides, Constellation... Yahoo Finance

Assessing Hims & Hers Health (HIMS) Valuation After The Recent Share Price Pullback Simply Wall St.

Earnings live: Hims & Hers stock slides, Domino's rises as investors await crucial update from... Yahoo Finance

Nvidia (NVDA) Updated 6 hours ago

Nvidia, the world's largest company by market capitalization, is set to report its fourth-quarter results, with high anticipation due to its impact on investor confidence in the artificial intelligence sector. The company's performance is closely monitored for its role in providing chips for AI applications and its influence on the tech industry. Nvidia has made significant deals in the AI industry, including investments in OpenAI and acquiring assets from Groq. The company is facing competition in the AI market, with rivals like Google and AMD emerging. Despite this, Wall Street expects strong growth in Nvidia's profit and revenue for the last quarter. Nvidia's stock performance has been modest compared to competitors like AMD and Broadcom, but analysts believe its growth outlook remains robust, especially in the AI sector. The upcoming earnings report will shed light on key markets like China and Blackwell chip sales. Additionally, Nvidia has strengthened its partnership with Meta by supplying data center CPUs and GPUs, encroaching on Intel's core CPU domain.

Stories

Tech news today: Countdown to Nvidia earnings begins as AI fears weigh on stocks Yahoo Finance

Factbox-From OpenAI to Nvidia, firms channel billions into AI infrastructure as demand booms Reuters Positive

Nvidia results are AI market's biggest test amid competitive worries Reuters

Earnings live: Hims & Hers stock slides, Domino's rises as investors await crucial update from... Yahoo Finance

Nvidia Meta Deal Tests Intel's Hold On AI Data Center CPUs Simply Wall St.

CrowdStrike (CRWD) Updated 17 hours ago

The news surrounding CrowdStrike focuses on the impact of Anthropic's AI tools, particularly Claude Code Security, on the cybersecurity industry. The development of AI-driven cybersecurity tools like Claude Code Security raises questions about the future demand for traditional cybersecurity platforms such as CrowdStrike. Investors are assessing how well CrowdStrike can adapt to this shift towards AI-native security solutions and how it will affect the company's long-term positioning in the market. Despite recent declines in share price, CrowdStrike has shown strong long-term performance with a 3-year total shareholder return of about 3.3x. Analysts suggest that the stock may be trading at a discount compared to its estimated future cash flow value, indicating potential undervaluation. Investors are advised to monitor developments in the cybersecurity sector and consider both long-term cash generation and near-term sentiment when evaluating CrowdStrike as an investment opportunity.

Stories

IBM posts steepest daily drop since 2000 after Anthropic says AI can modernize COBOL Reuters Negative

A Look At CrowdStrike Holdings's Valuation After Claude Code Security Sparks AI Disruption Fears Simply Wall St.

Nvidia stock hits this bizarre valuation level Yahoo Finance Positive

The AI boom is helping Samsung and coming for Apple Yahoo Finance Negative

IREN Repositions From Bitcoin To AI Cloud As Institutions Step In Simply Wall St. Positive

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Rank	Name	News Sentiment
1	AMD	Positive
2	Nvidia	Neutral
3	Microsoft	Positive
4	IBM	Negative
5	Hims & Hers Health	Neutral
6	Salesforce	Neutral
7	Meta	Positive
8	CrowdStrike	Neutral
9	Robinhood Markets	Negative
10	Amazon	Positive

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