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Amazon (AMZN) Price Targets Cut as $200 Billion Capex Plan Weighs on Sentiment
Amazon.com, Inc. (NASDAQ:AMZN) ranks among billionaire David Tepper’s 10 favorite stocks. Benchmark reduced its price target for Amazon.com, Inc. (NASDAQ:AMZN) to $275 from $295 on February 6, but maintained a Buy rating on the tech giant. The drop follows Amazon’s recent earnings report, which included plans to invest $200 billion in capital expenditure this year, […] Feb 20, 2026 - $AMZN
Amazon's cloud was hit by two outages involving AI tools in December, FT says
Amazon's cloud unit suffered at least two outages in December stemming from errors involving its own AI tools, the Financial Times reported on Friday, citing people familiar with the matter. In mid-December, Amazon Web Services experienced a 13-hour interruption to a system used by customers when engineers allowed its Kiro AI coding tool to carry out certain changes, the report said. An Amazon Web Services spokesperson told Reuters in an emailed response that the disruption was brief and attributed it to user error. Feb 20, 2026 - $AMZN
Evercore Boosts Roku (ROKU) Price Target Following Strong Streaming Platform Results
Roku, Inc. (NASDAQ:ROKU) ranks among billionaire Stanley Druckenmiller’s 10 best stock picks. On February 13, Evercore ISI boosted Roku, Inc. (NASDAQ:ROKU)’s price target to $150 from $145 while keeping an Outperform rating following the company’s fourth-quarter results announcement. The streaming company posted what Evercore deemed a “clean beat and raise” quarter, with quarterly revenue and […] Feb 20, 2026 - $AMZN
Moody’s shifts Amazon outlook to stable amid AI infrastructure spending
Investing.com -- Moody’s Ratings has revised its outlook for Amazon.com Inc (NASDAQ:AMZN) to stable from positive, signaling a shift in the e-commerce giant’s credit trajectory. The credit agency simultaneously affirmed Amazon’s A1 senior unsecured rating, citing the company's dominant market position and robust brand equity. The revision follows Amazon’s strategic decision to increase capital spending by over 50% to approximately $200 billion to bolster its technology infrastructure. This massi Feb 20, 2026 - $AMZN
Nvidia close to investing $30 billion in OpenAI's mega funding round, source says
Nvidia is close to finalizing a $30 billion investment in OpenAI, as the chipmaker moves to take a stake in one of its largest customers, a person familiar with the matter said. The investment is part of a fundraising round in which OpenAI is seeking more than $100 billion, the person said. SoftBank Group and Amazon are also likely to participate in the round, Reuters previously reported. Feb 20, 2026 - $AMZN
OpenAI recalibrates growth path with $600 billion compute target - CNBC
Investing.com -- OpenAI has significantly revised its long-term financial roadmap, signaling a shift toward more disciplined spending as it scales its artificial intelligence ambitions. According to CNBC, citing sources familiar with the matter, the company is now informing investors of a plan to spend roughly $600 billion on total compute through 2030. The new figure marks a stark departure from the more aggressive infrastructure goals previously suggested by leadership. The adjustment comes mo Feb 20, 2026 - $AMZN
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