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Eminence Capital Trims Amazon.com Stake, Sheds 73,281 Shares

https://www.theglobeandmail.com/investing/markets/stocks/AMZN/pressreleases/340721/eminence-capital-trims-amazoncom-stake-sheds-73281-shares/
Eminence Capital LLC, managed by Ricky Sandler, reduced its stake in Amazon.Com, Inc. by 73,281 shares. Despite recent stock volatility and concerns about a large capital expenditure plan, analysts maintain a "Strong Buy" rating for Amazon, citing strong AWS and AI investments, and growth in advertising. TipRanks' AI Analyst, Spark, rates AMZN as "Neutral" due to financial performance and earnings outlook balanced against free cash flow conversion and valuation.

U.S. shares higher at close of trade; Dow Jones Industrial Average up 0.47%

https://m.uk.investing.com/news/stock-market-news/us-shares-higher-at-close-of-trade-dow-jones-industrial-average-up-047-4518045?ampMode=1
U.S. equities closed higher on Friday, driven by gains in the Consumer Services, Technology, and Telecoms sectors. The Dow Jones Industrial Average rose by 0.47%, the S&P 500 gained 0.69%, and the NASDAQ Composite increased by 0.90%. Notable gainers included Amazon.com, Travelers Companies, and Apple, while Akamai Technologies and CrowdStrike Holdings were among the biggest losers.

News | Saks Global and its biggest landlord, Simon Property, clash over two stores

https://www.costar.com/article/2092473526/saks-global-and-its-biggest-landlord-simon-property-clash-over-two-stores
Saks Global, currently in Chapter 11 bankruptcy, has resolved most disputes over unpaid rent with landlords and secured $1.75 billion in financing. However, it continues to clash with its largest landlord, Simon Property Group, over the latter's attempt to terminate two store leases to relet them at higher rates. This dispute highlights the complex relationship between the two companies, who are also partners in a joint venture.

Rackspace Shares Skyrocket 50% on Palantir AI Partnership: A New Era for Managed Infrastructure

https://markets.financialcontent.com/stocks/article/marketminute-2026-2-20-rackspace-shares-skyrocket-50-on-palantir-ai-partnership-a-new-era-for-managed-infrastructure
Rackspace Technology's shares surged by 50% following a strategic partnership with Palantir Technologies, aiming to integrate Palantir’s AI Platform into Rackspace’s private and sovereign cloud environments. This alliance positions Rackspace as a key player in enterprise-grade generative AI, especially for highly regulated industries, signaling a significant "AI turnaround" for the company. The market reacted strongly, with analysts noting a massive short squeeze and fundamental repositioning, and this partnership marks a shift towards "Intelligence-as-a-Service" and "Sovereign AI" amid growing demands for data security and localization.

Why Vicor (VICR) Stock Is Up Today

https://finviz.com/news/317696/why-vicor-vicr-stock-is-up-today
Vicor Corporation's stock (NASDAQ:VICR) jumped 10.9% after reporting impressive fourth-quarter financial results. The company's revenue grew 11.5% year-on-year to $107.3 million, meeting expectations, while GAAP profit of $1.01 per share significantly beat analyst estimates of $0.37, driven by expanding operating margins. Vicor's shares have shown significant volatility, but this latest surge indicates a positive market response to its strong earnings performance.
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SolarEdge (SEDG) Shares Skyrocket, What You Need To Know

https://finviz.com/news/317616/solaredge-sedg-shares-skyrocket-what-you-need-to-know
SolarEdge Technologies Inc. (SEDG) saw its shares jump 10% after reporting strong fourth-quarter results, including a 71% increase in revenue and a narrowed net loss. The company also provided positive free cash flow guidance for Q1 and aims for profitability later in the year, leading to analysts raising price targets. Despite recent volatility, the stock is up 19.2% year-to-date.

U.S. Equity ETF Tracker | Macro data combined with tariff rulings drive a nearly 16% surge in the 2x Long Silver ETF; weakness in the 'NVIDIA holdings' concept pushes the 2x Short NBIS ETF and CRWV ETF up over 17%.

https://news.futunn.com/en/post/69074709/us-equity-etf-tracker-macro-data-combined-with-tariff-rulings
Macroeconomic data and recent tariff rulings have led to an almost 16% increase in the 2x Leveraged Silver ETF (AGQ.US). Concurrently, ETFs tracking concepts related to "NVIDIA holdings" experienced significant inverse gains, with the 2x Inverse NBIS ETF (NBIZ.US) and 2x Inverse CRWV ETF (CORD.US) surging over 17%. Meanwhile, major U.S. stock indices closed higher, with technology giants like Google, Netflix, Amazon, Apple, and NVIDIA also seeing gains.

Form 424B2 GOLDMAN SACHS GROUP INC

https://www.streetinsider.com/SEC+Filings/Form+424B2+GOLDMAN+SACHS+GROUP+INC/26035245.html
This SEC filing (Form 424B2) from February 20, 2026, details Goldman Sachs Finance Corp.'s offering of $5,000,000 Contingent Income Auto-Callable Securities based on Amazon.com, Inc. common stock, due August 23, 2028. These "Principal at Risk Securities" offer contingent quarterly coupons but expose investors to potential principal loss if Amazon's stock price falls below a downside threshold and the securities are not automatically called. The document outlines the terms, risks, hypothetical scenarios, and tax implications of this structured investment.

U.S. stocks higher at close of trade; Dow Jones Industrial Average up 0.47%

https://m.investing.com/news/stock-market-news/us-stocks-higher-at-close-of-trade-dow-jones-industrial-average-up-047-4517185?ampMode=1
U.S. stocks closed higher on Friday, with the Dow Jones Industrial Average gaining 0.47%, the S&P 500 rising 0.69%, and the NASDAQ Composite climbing 0.90%. Gains were driven by the Consumer Services, Technology, and Telecoms sectors. Commodity prices also saw movement, with Gold Futures up and Crude oil slightly down.

The Best Stocks to Buy With $10,000 Right Now

https://www.theglobeandmail.com/investing/markets/stocks/AMZN/pressreleases/335767/the-best-stocks-to-buy-with-10000-right-now/
This article identifies five top tech stocks—Taiwan Semiconductor Manufacturing, Nvidia, Broadcom, Microsoft, and Amazon—that present strong buying opportunities despite recent market fluctuations. The author argues that while some tech giants are at all-time highs like the S&P 500, others are significantly down, offering a chance for investors to capitalize on a potential market pivot. The selection emphasizes companies poised to benefit from the ongoing AI boom, with particular attention to hardware providers and software giants that have recently seen unjustified sell-offs.
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Avantor Stock Fell 50% Last Year and Sits Near a 52-Week Low. Could it Recover in 2026?

https://www.tikr.com/blog/avantor-stock-fell-50-last-year-and-sits-near-a-52-week-low-could-it-recover-in-2026
Avantor (AVTR) stock plummeted 50% last year, resting near its 52-week low after reporting Q4 2025 results with an in-line EPS, a slight revenue beat, but disappointing 2026 guidance forecasting another year of organic revenue decline and lower adjusted EPS. The company faces persistent volume pressure, difficult year-over-year comparisons, and margin contraction, with a recovery heavily dependent on its "Revival" program stabilizing organic growth by year-end 2026 amid varied market conditions. While analysts' mean price target shows a potential upside, significant execution risk remains, suggesting AVTR is a "wait-and-see" stock until organic revenue improves.

Oracle, Google among market cap stock movers on Friday By Investing.com

https://au.investing.com/news/stock-market-news/oracle-google-among-market-cap-stock-movers-on-friday-93CH-4269658
This article highlights significant stock movers on Friday, including mega-cap, large-cap, mid-cap, and small-cap companies. Oracle and Akamai Technologies saw declines, while Google and Ringcentral experienced rallies due to various news and analyst rating changes. Notable corporate developments such as HSBC downgrading Walmart, Morgan Stanley initiating GE Aerospace with an overweight rating, and Google's potential investment in Fluidstack are cited as factors influencing stock performance.

Why Comfort Systems (FIX) Stock Is Up Today

https://finviz.com/news/317605/why-comfort-systems-fix-stock-is-up-today
Comfort Systems' (FIX) stock jumped significanty after reporting strong fourth-quarter 2025 results, which easily surpassed expectations. The company saw a 41.7% increase in revenue, more than double earnings per share, and a near-doubling of its project backlog. This performance indicates robust operational efficiency and investor confidence, with the stock setting a new 52-week high.

Why Instacart (CART) Shares Are Plunging Today

https://www.tradingview.com/news/stockstory:f6c8f1460094b:0-why-instacart-cart-shares-are-plunging-today/
Instacart (CART) shares dropped by 8.7% after reports surfaced that DoorDash and Kroger are expanding their grocery delivery partnership, directly challenging Instacart's position as Kroger is its third-largest customer. This development intensifies existing competitive pressures from major players like Amazon and Walmart. Despite previous strategic moves like a partnership with Vroom Delivery to expand its advertising business, concerns about market share erosion persist.

Beyond the Box: How FedEx Is Winning as Tech Slumps

https://finviz.com/news/317651/beyond-the-box-how-fedex-is-winning-as-tech-slumps
FedEx (FDX) is experiencing significant growth and stock price appreciation amid a slump in the tech sector, driven by strategic initiatives. Key factors include the upcoming spin-off of its high-margin Less-Than-Truckload (LTL) unit, FedEx Freight, and the Network 2.0 restructuring program aimed at reducing costs. The company is also aggressively expanding its market share in Europe through the acquisition of a stake in InPost S.A., demonstrating a strong focus on operational efficiency and shareholder value.
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Beyond the Box: How FedEx Is Winning as Tech Slumps

https://www.marketbeat.com/originals/beyond-the-box-how-fedex-is-winning-as-tech-slumps/
FedEx (FDX) is experiencing significant market gains and decoupling from the broader transportation index while the tech sector slumps. These gains are driven by strategic restructuring, including the spin-off of its FedEx Freight unit and aggressive cost-cutting through its Network 2.0 initiative. Additionally, FedEx is expanding its presence in Europe via a strategic acquisition of InPost S.A.'s parcel locker network, positioning it for growth in e-commerce and improving last-mile delivery economics.

Procore Tech (PCOR) Reports Q4 2025 Revenue Growth of 15.6% to $349M Driven by High-Value Customer Expansion

https://www.insidermonkey.com/blog/procore-tech-pcor-reports-q4-2025-revenue-growth-of-15-6-to-349m-driven-by-high-value-customer-expansion-1699928/?amp=1
Procore Technologies Inc. (PCOR) announced a Q4 2025 revenue of $349 million, marking a 15.6% year-over-year increase, primarily due to strong growth in high-value customer segments and the adoption of its AI initiatives. Despite a challenging construction market, the company expanded its customer base and acquired Datarid to enhance AI capabilities. Procore issued 2026 revenue guidance of $1.489 to $1.494 billion, indicating a 13% growth rate, with plans to evolve AI monetization strategies to address industry labor shortages.

Microsoft Valuation Hits Decade-Low: Citigroup Issues Rare "Buy" Alert Amid AI Volatility

https://markets.financialcontent.com/stocks/article/marketminute-2026-2-20-microsoft-valuation-hits-decade-low-citigroup-issues-rare-buy-alert-amid-ai-volatility
Citigroup analysts have issued a "Buy" rating for Microsoft (MSFT), citing its valuation hitting a decade-low despite a broader tech sector sell-off. The report highlights a "rare valuation gap" due to the market punishing Microsoft's high CapEx in AI infrastructure, even as its Azure cloud service shows strong growth. Citigroup believes this creates a prime opportunity for investors, predicting significant upside as new data center capacity comes online and Copilot drives software revenue.

Rackspace Surges Another 50% Higher on Palantir AI Partnership Hype

https://247wallst.com/investing/2026/02/20/rackspace-surges-another-50-higher-on-palantir-ai-partnership-hype/
Rackspace Technology (RXT) shares have surged significantly following an AI partnership announcement with Palantir Technologies (PLTR), with the stock initially jumping 227% and then another 50% in morning trading. While the collaboration is presented as a game-changer for Rackspace in the AI sector, the article cautions investors that fundamental financial issues persist, including stalled revenue, continuous quarterly losses, and substantial long-term debt. The author advises caution, suggesting Rackspace remains a risky bet amid what is perceived as inflated AI hype.

Beta Technologies Files for Public Stock Offering

https://www.sevendaysvt.com/news/business-news/beta-technologies-files-for-public-stock-offering/
Beta Technologies, a Vermont-based electric aviation company, has filed papers for an initial public offering (IPO) on the New York Stock Exchange. This move follows significant private funding rounds and reflects the company's need for further capital to certify its electric aircraft, the Alia, which faced substantial development costs and timeline extensions. Beta aims to be one of the first U.S. companies to produce small electric and hybrid-electric aircraft, with commercial sales projected after FAA certification, expected by late 2026 or early 2027 for a conventional-flight version.
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Safe Pro Awarded Contract to Provide U.S. Government with AI Powered Edge Processing Systems

https://www.bitget.com/amp/news/detail/12560605210422
Safe Pro Group Inc. (NASDAQ: SPAI) announced it has been awarded a $1,000,000 subcontract to provide AI-powered edge processing systems to the U.S. Government. This contract is supported by strategic investments from ONDAS Inc. (NASDAQ: ONDS) and Unusual Machines Inc. (NYSE: UMAC). Safe Pro Group specializes in AI-enabled defense, security, and situational awareness solutions, including drone imagery processing for threat identification.

The Craft of Survival: Can Etsy’s 2026 Turnaround Strategy Reclaim Its Creative Crown?

https://markets.financialcontent.com/stocks/article/finterra-2026-2-20-the-craft-of-survival-can-etsys-2026-turnaround-strategy-reclaim-its-creative-crown
Etsy Inc. is at a critical juncture in 2026, attempting a high-stakes pivot under new leadership to reclaim its identity as the premier destination for unique, human-made goods after a post-pandemic "growth hangover." The company is focusing on core marketplace improvements, AI-driven personalization like "Gift Mode," and international expansion, while facing intense competition from Amazon Handmade and ultra-cheap retailers like Temu and Shein. Despite significant stock volatility and ongoing challenges like "Enshittification" and increased regulatory burdens, Etsy aims to leverage growing consumer demand for authentic, conscious consumption to drive future growth.

Safe Pro Awarded Contract to Provide U.S. Government with AI Powered Edge Processing Systems

https://www.globenewswire.com/news-release/2026/02/20/3241940/0/en/safe-pro-awarded-contract-to-provide-u-s-government-with-ai-powered-edge-processing-systems.html
Safe Pro Group Inc. has been awarded a $1,000,000 subcontract to supply the U.S. Government with AI processing systems, building on strategic investments from ONDAS Inc. and Unusual Machines Inc. The company specializes in AI-enabled defense, security, and situational awareness solutions, including drone imagery processing for explosive threat identification. Safe Pro's technology aims to offer a safer and more efficient alternative to traditional human-based analysis methods for various commercial, government, law enforcement, and humanitarian sectors.

Bath & Body Works merchandise now available on Amazon (BBWI:NYSE)

https://seekingalpha.com/news/4554597-bath-body-works-merchandise-now-available-on-amazon
Bath & Body Works (BBWI) has launched its merchandise on Amazon (AMZN), making its range of fragrances, candles, body wash, and soaps available with free shipping for Prime members. This marks the company's debut on the e-commerce giant, expanding its reach to online shoppers. The move is part of Bath & Body Works' broader strategy to increase its market presence.

Bath & Body Works Officially Launches in Amazon’s U.S. Stores, Expanding Access to Its Iconic Fragrances and Most Loved Products

https://www.bbwinc.com/media/newsroom/bath-body-works-officially-launches-in-amazons-us-stores-expanding-access-to-its-iconic-fragrances-and-most-loved-products
Bath & Body Works has officially launched its products on Amazon’s U.S. stores, making its iconic fragrances and popular items more accessible to consumers. This move allows customers to easily shop a curated selection of body care and home fragrances, including best-sellers. The launch is part of Bath & Body Works' "Consumer First Formula," a strategic transformation plan aimed at expanding access through third-party channels and unveiling an evolved brand identity to appeal to a modern consumer.
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NICE Ltd. (NASDAQ:NICE) Q4 2025 Earnings Call Transcript

https://www.insidermonkey.com/blog/nice-ltd-nasdaqnice-q4-2025-earnings-call-transcript-1699745/
NICE Ltd. reported strong Q4 2025 results with an EPS of $3.24, beating analyst expectations. The company highlighted significant acceleration in AI adoption, including a 66% increase in AI ARR and the strategic acquisition of Cognigy to create a fully AI-native CX platform.

Tesla canceled the car of the century

https://www.mercurynews.com/2026/02/20/tesla-canceled-the-car-of-the-century/
Bloomberg reports on the discontinuation of Tesla's Model S and Model X, highlighting the Model S's significant impact on the automotive industry despite its upcoming phase-out. The article reminisces about the Model S's early days and its role in popularizing electric vehicles, challenging traditional sales models, and pioneering over-the-air updates, even as Tesla shifts its focus towards robots and autonomous technology.

EPAM Systems, Inc. (NYSE:EPAM) Q4 2025 Earnings Call Transcript

https://www.insidermonkey.com/blog/epam-systems-inc-nyseepam-q4-2025-earnings-call-transcript-1699744/
EPAM Systems, Inc. (NYSE: EPAM) announced its Q4 and full-year 2025 earnings, reporting a non-GAAP EPS of $3.26 against expectations of $3.16. The company highlighted strong double-digit revenue growth, driven by significant momentum in AI-native services, which exceeded $105 million in Q4 and are projected to reach over $600 million in 2026. EPAM also provided a positive outlook for 2026, anticipating continued growth despite some client-specific headwinds and a shift towards larger, more strategic AI transformation programs.

Talkspace, Inc. (NASDAQ:TALK) Q4 2025 Earnings Call Transcript

https://www.insidermonkey.com/blog/talkspace-inc-nasdaqtalk-q4-2025-earnings-call-transcript-1699770/
Talkspace, Inc. (NASDAQ: TALK) reported strong Q4 and full-year 2025 results, with Q4 revenue up 29.3% year-over-year to $63 million and full-year revenue reaching $229 million, a 22% increase. The growth was primarily driven by its Payor business, which saw a 41% increase in Q4 revenue. Talkspace also announced aggressive pursuit of AI applications in mental health, including beta testing its new TalkAI agent, a specialized and HIPAA-protected AI for mental health support, with a public launch expected in late Q2 2026.

Booking Holdings Inc. (NASDAQ:BKNG) Q4 2025 Earnings Call Transcript

https://www.insidermonkey.com/blog/booking-holdings-inc-nasdaqbkng-q4-2025-earnings-call-transcript-1699626/
Booking Holdings Inc. (BKNG) reported strong Q4 and full-year 2025 results, exceeding earnings expectations with significant growth in room nights, gross bookings, and adjusted EBITDA. The company attributes its success to resilient travel demand, strategic investments in AI, the Connected Trip vision, and expansion in Asia and the U.S. Booking Holdings also announced a 9.4% increase in its quarterly cash dividend and a 25-for-1 stock split, while highlighting the foundational role of its Genius loyalty program and the complexities for LLMs to directly compete in the travel merchant space.
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13,450 Shares in Broadridge Financial Solutions, Inc. $BR Purchased by ICICI Prudential Asset Management Co Ltd

https://www.marketbeat.com/instant-alerts/filing-13450-shares-in-broadridge-financial-solutions-inc-br-purchased-by-icici-prudential-asset-management-co-ltd-2026-02-20/
ICICI Prudential Asset Management Co Ltd acquired a new stake of 13,450 shares in Broadridge Financial Solutions Inc. (NYSE:BR) during the third quarter, valued at approximately $3.20 million. This comes as other institutional investors have also adjusted their holdings in the company. Broadridge recently exceeded quarterly earnings estimates and provided optimistic FY2026 guidance, while analysts currently maintain a "Moderate Buy" consensus rating for the stock.

Block Adds Amazon, QuickBooks, Uber Eats As Partner Ecosystem Nears 1,000

https://www.benzinga.com/markets/tech/26/02/50745810/block-adds-amazon-quickbooks-uber-eats-as-partner-ecosystem-nears-1000
Block (NYSE: XYZ) is expanding its partner ecosystem to nearly 1,000 members, including Amazon, Intuit QuickBooks, and Uber Eats, to enhance offerings for sellers and improve operational efficiency. Despite this expansion, Block's stock is currently underperforming the technology sector, trading below its 20-day and 100-day SMAs with mixed momentum indicators. Analysts have maintained a "Buy" rating with an average price target of $83.50, but recent target adjustments reflect some caution.

David Rolfe Trims Apple: Wedgewood’s 2026 Tech Valuation Strategy

https://eand.co/david-rolfe-trims-apple-wedgewoods-2026-tech-valuation-strategy
David Rolfe’s Wedgewood Partners has reduced its Apple Inc. position by 14.36%, cutting nearly 24,000 shares, as part of a strategic rebalancing amidst a challenging valuation environment in early 2026. This move, which Rolfe termed "Annus Horribilis," reflects a disciplined "contrarian growth" strategy and a shift towards other AI beneficiaries, even as Apple remains a top holding for Wedgewood and other institutions. Despite Apple's large market capitalization, its stock is experiencing a downturn, partly due to concerns about its position in generative AI innovations compared to competitors.

The Apple Weight: How a $3.9 Trillion Giant is Navigating the 2026 AI Valuation Reset

https://markets.financialcontent.com/stocks/article/marketminute-2026-2-20-the-apple-weight-how-a-39-trillion-giant-is-navigating-the-2026-ai-valuation-reset
Apple Inc. is navigating a "S&P 500 Paradox" where its significant market weight influences the index despite recent stock volatility. The company's lean AI strategy, focusing on on-device processing and licensing, contrasts with other tech giants' heavy infrastructure spending. Upcoming catalysts like Siri 2.0 and a potential $110 billion share buyback are crucial for Apple's short-term performance, while its long-term success depends on a strategic transition to an AI-services powerhouse.

CVR Energy (CVI) Posts Results for Q4 2025

https://www.insidermonkey.com/blog/cvr-energy-cvi-posts-results-for-q4-2025-1699813/?amp=1
CVR Energy, Inc. (NYSE: CVI) reported its Q4 2025 results, including an adjusted loss per share of $0.80 and revenue of $1.81 billion, topping analyst estimates despite a 7% year-over-year decline. The company faced a net loss of $116 million for the quarter, influenced by accelerated depreciation and ongoing struggles in its renewable business, alongside disruptions in fertilizer operations. Despite these quarterly challenges, CVR Energy achieved a significant increase in net income for the full-year 2025 but posted negative free cash flow.
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21,300 Shares in iShares Global REIT ETF $REET Acquired by First National Bank of Omaha

https://www.defenseworld.net/2026/02/20/21300-shares-in-ishares-global-reit-etf-reet-acquired-by-first-national-bank-of-omaha.html
First National Bank of Omaha has acquired a new stake of 21,300 shares, valued at approximately $544,000, in the iShares Global REIT ETF (NYSEARCA:REET) during the third quarter. Other institutional investors like Chilton Capital Management LLC, Westfuller Advisors LLC, CoreCap Advisors LLC, Promus Capital LLC, and Huntington National Bank also adjusted their holdings in REET. The article also provides details on the ETF's stock performance, including its current price, 52-week range, market cap, P/E ratio, and moving averages.

Heavy industry competes with AI for grid access

https://www.eenews.net/articles/heavy-industry-competes-with-ai-for-grid-access/
The sale of a Kentucky aluminum smelter to a data center developer highlights the growing competition between energy-intensive industries and AI data centers for affordable electricity. While states like Kentucky hoped to revive manufacturing, the shift towards data centers creates fewer jobs and strains the electric grid. Oklahoma, with its low electricity prices and port infrastructure, has successfully attracted a new aluminum smelter, demonstrating the critical role of cheap and reliable power in industrial development.

GraniteShares 2x Long AMZN Daily ETF (NASDAQ:AMZZ) Stock Price Up 0.2% – Here’s Why

https://www.defenseworld.net/2026/02/20/graniteshares-2x-long-amzn-daily-etf-nasdaqamzz-stock-price-up-0-2-heres-why.html
GraniteShares 2x Long AMZN Daily ETF (AMZZ) saw its stock price increase by 0.2% on Thursday, trading at $24.20. The article details the ETF's recent trading activity, stock performance metrics like moving averages and market capitalization, and changes in holdings by institutional investors such as hedge funds. AMZZ provides 2x leveraged exposure to the daily price movements of Amazon stock.

Broadridge Financial Solutions, Inc. (NYSE:BR) Receives Consensus Recommendation of "Moderate Buy" from Analysts

https://www.marketbeat.com/instant-alerts/broadridge-financial-solutions-inc-nysebr-receives-consensus-recommendation-of-moderate-buy-from-analysts-2026-02-20/
Broadridge Financial Solutions, Inc. (NYSE:BR) has received a consensus "Moderate Buy" rating from analysts, with an average one-year price target of $247.71. Recent analyst actions include both buy and hold ratings, with some price target adjustments. The company reported strong quarterly earnings, beating consensus estimates, and provided FY 2026 guidance.

Billionaires Buy an AI Index Fund That Could Turn $500 Per Month Into $485,000

https://www.theglobeandmail.com/investing/markets/markets-news/motley/323728/billionaires-buy-an-ai-index-fund-that-could-turn-500-per-month-into-485-000/
Billionaires Cliff Asness and Israel Englander have recently invested in the Invesco QQQ ETF, an index fund heavily weighted toward technology stocks poised to benefit from the AI boom. The article highlights the fund's historical performance, illustrating how a monthly investment of $500 could potentially grow to over $485,000 in two decades due to its exposure to major AI players like Nvidia, Apple, and Microsoft. It also discusses the fund's volatility and expense ratio, advising investors on potential growth while noting risks.
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Alberta Investment Management Corp Sells 37,150 Shares of Exxon Mobil Corporation $XOM

https://www.marketbeat.com/instant-alerts/filing-alberta-investment-management-corp-sells-37150-shares-of-exxon-mobil-corporation-xom-2026-02-20/
Alberta Investment Management Corp significantly reduced its stake in Exxon Mobil, selling 37,150 shares and retaining 27,682 shares valued at $3.12 million. Despite this, Exxon Mobil reported strong earnings, beating analyst estimates with $1.71 EPS and $80.04 billion in revenue, and declared a quarterly dividend of $1.03 per share. The company maintains a "Hold" consensus rating from analysts with an average price target of $140.59.

Alberta Investment Management Corp Takes $3.14 Million Position in General Dynamics Corporation $GD

https://www.marketbeat.com/instant-alerts/filing-alberta-investment-management-corp-takes-314-million-position-in-general-dynamics-corporation-gd-2026-02-20/
Alberta Investment Management Corp initiated a new position in General Dynamics (NYSE:GD) by purchasing 9,212 shares valued at approximately $3.14 million. This move comes as other institutional investors have also adjusted their holdings, while company VPs have sold significant portions of their shares. General Dynamics recently reported strong quarterly earnings, beating EPS estimates, and has set positive FY 2026 guidance, alongside offering a $1.50 quarterly dividend.

Bath & Body Works Officially Launches in Amazon’s U.S.

https://www.globenewswire.com/news-release/2026/02/20/3241945/0/en/bath-body-works-officially-launches-in-amazon-s-u-s-stores-expanding-access-to-its-iconic-fragrances-and-most-loved-products.html
Bath & Body Works has officially launched its storefront on Amazon's U.S. platform, offering a curated selection of its popular body care and home fragrances. This move is part of the brand's "Consumer First Formula" to expand access and reach new consumers, complementing its previous expansion into college campus stores. The launch also introduces an evolved brand identity for Bath & Body Works, emphasizing its crafted fragrances and quality products.

MACOM Tech (MTSI) Delivers $271.6 M FQ1 2026 Revenue Driven by Record Industrial & Defense, Data Center Growth

https://www.insidermonkey.com/blog/macom-tech-mtsi-delivers-271-6-m-fq1-2026-revenue-driven-by-record-industrial-defense-data-center-growth-1699437/?amp=1
MACOM Technology Solutions Holdings Inc. (NASDAQ: MTSI) reported strong FQ1 2026 revenue of $271.6 million, a 24.5% year-over-year increase, with record growth in its Industrial & Defense and Data Center segments. The company raised its full-year growth outlook for the Data Center segment due to high demand for optical products, despite facing headwinds in the broader telecom market and production delays. This article highlights MTSI's performance and also includes a promotional section for an "AI stock" report.

Gallagher, Camden Property CAO, sells $18k in CPT stock

https://www.investing.com/news/insider-trading-news/gallagher-camden-property-cao-sells-18k-in-cpt-stock-93CH-4515184
Michael P. Gallagher, Chief Accounting Officer at Camden Property Trust (NYSE:CPT), sold 169 shares of common stock for $18,324 to cover liabilities from restricted share vesting. Following the sale, Gallagher directly owns 39,640 shares. The company, a real estate investment trust, offers a 3.9% dividend yield and is considered overvalued by InvestingPro's Fair Value analysis.
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SSR Mining (SSRM) Hits 15-Year High as Earnings Impress

https://www.insidermonkey.com/blog/ssr-mining-ssrm-hits-15-year-high-as-earnings-impress-1699481/?amp=1
SSR Mining Inc. (SSRM) experienced a significant rally, hitting a nearly 15-year high due to impressive earnings performance and the early redemption of senior convertible notes. The company swung to a net income of $395.7 million in the last year, a substantial increase from a $261 million net loss in 2024, with revenues soaring by 64% to $1.6 billion. SSRM also announced plans to redeem $230 million in convertible senior notes by March 19, 2026, offering noteholders the option to convert them into common shares.

Back Near $1,000, Is Costco Stock a Buy Now?

https://www.theglobeandmail.com/investing/markets/stocks/COST-Q/pressreleases/320475/back-near-1-000-is-costco-stock-a-buy-now/
Costco's stock has risen about 15% this year, trading near $1,000, outperforming the S&P 500. While the company demonstrates consistent strong execution with solid sales trends, including significant digital growth, its current valuation at 53 times earnings is problematic. The article suggests that this valuation leaves no room for error, and a more attractive entry point for investors might be around $830 per share.

Amazon (AMZN) Price Targets Cut as $200 Billion Capex Plan Weighs on Sentiment

https://finviz.com/news/316841/amazon-amzn-price-targets-cut-as-200-billion-capex-plan-weighs-on-sentiment
Amazon's price targets have been cut by Benchmark and Piper Sandler following its recent earnings report, which included an unexpected $200 billion capital expenditure plan. Despite the significant investment, Amazon's AWS cloud segment showed strong year-over-year growth and efficiency gains. Analysts note Amazon's continued focus on cost reduction and investment in AI capabilities, even as some believe other AI stocks may offer greater upside with less risk.

Amazon (AMZN) Price Targets Cut as $200 Billion Capex Plan Weighs on Sentiment

https://www.insidermonkey.com/blog/amazon-amzn-price-targets-cut-as-200-billion-capex-plan-weighs-on-sentiment-1698502/
Amazon's stock price targets have been cut by Benchmark and Piper Sandler following the company's announcement of a $200 billion capital expenditure plan, which is $40 billion more than anticipated. Despite this, Amazon's AWS cloud segment continues to show strong growth and efficiency, and the company remains focused on cost reduction and AI investment. The market reacted subdued to the investment estimates, but analysts acknowledge Amazon's continued strategic direction.

Two Creeks Capital Management Boosts Amazon Stake by 147,575 Shares

https://www.theglobeandmail.com/investing/markets/stocks/AMZN/pressreleases/320180/two-creeks-capital-management-boosts-amazon-stake-by-147575-shares/
Two Creeks Capital Management, led by Ryan Pedlow, has significantly increased its stake in Amazon.Com, Inc. (AMZN) by adding 147,575 shares. Despite recent stock volatility and a massive capital expenditure plan, Wall Street analysts maintain "Strong Buy" ratings, citing AWS as a key growth driver. TipRanks' AI Analyst, Spark, rates AMZN as "Neutral" due to strong financial performance tempered by weakened free cash flow conversion and a demanding valuation.
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