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Amazon's \"Underappreciated\" AI Potential Could Drive The Stock 50% Higher","url":"https://stock-news.laohu8.com/highlight/detail?id=2612742893","media":"Dow Jones","labels":[],"top":1,"itemType":null,"share":"https://ttm.financial/m/news/2612742893?lang=en_us&edition=fundamental","pubTime":"2026-02-19 08:23","pubTimestamp":1771460581,"startTime":"0","endTime":"0","summary":"Both AWS and the Amazon retail business have big opportunities to reap the financial benefits of AI. AWS growth could surge past 30% as Amazon brings more data-center capacity online, according to Morgan Stanley.While Amazon's $200 billion capital-expenditures budget for 2026 raised fears of overspending, Nowak wrote in a Wednesday note that Amazon is on track to reap an impressive \"yield\" from its spending plans. He reiterated his overweight rating and $300 price target, 50% higher than current levels.AWS has been the main driver of sentiment for Amazon shares, and Nowak believes increasing capex is a bullish signal for the cloud business - one that could help drive over 30% growth for the segment. Last quarter, AWS growth accelerated to 24%, the fastest rate in 13 quarters.Additionally, Nowak believes Amazon will get a lift from the rise of agentic commerce - meaning that AI agents, such as Amazon's Rufus or third-party tools like OpenAI's Cha","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"2","news_top_title":"How Amazon's \"Underappreciated\" AI Potential Could Drive The Stock 50% 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bullish activity in Amazon with shares up 0.16%","url":"https://stock-news.laohu8.com/highlight/detail?id=2612287602","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612287602?lang=en_us&edition=fundamental","pubTime":"2026-02-20 03:06","pubTimestamp":1771527985,"startTime":"0","endTime":"0","summary":"Moderately bullish activity in Amazon (AMZN), with shares up 34c, or 0.16%, near $205.12. Options volume relatively light with 418k contracts 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Agents and the Software Meltdown -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2612282364","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612282364?lang=en_us&edition=fundamental","pubTime":"2026-02-20 02:11","pubTimestamp":1771524660,"startTime":"0","endTime":"0","summary":"The best tech trade in 2026 has been to buy semiconductor stocks and sell software makers. The iShares Semiconductor exchange-traded fund is already up 19%, building on a 40% gain in 2025. Software companies have gotten clobbered this year, as seen in the iShares Expanded Tech-Software Sector ETF, down 22% this year after falling 8% in the fourth quarter.They are both part of the same story, just about the only story in tech: artificial intelligence, and the rise of autonomous agents.A major milestone was the debut of Claude Code from Anthropic about a year ago. This took AI coding capabilities to a new level with agents -- software that can use LLMs to accomplish a complex series of tasks from a simple prompt, automating major chunks of the development process. OpenAI, Google, and others followed, and now some developers see themselves as conductors of an orchestra of coding agents that are simultaneously working on different parts of an application at the 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Takes Walmart's Title as World's Largest Company by Revenue -- Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2612840045","media":"Dow Jones","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612840045?lang=en_us&edition=fundamental","pubTime":"2026-02-19 21:22","pubTimestamp":1771507320,"startTime":"0","endTime":"0","summary":"8:22 ET -- Walmart has lost its long-held title as the world's largest company by revenue. The retailer reports revenue of $713.5 billion for its year ended Jan. 31. That is just below Amazon, which earlier this month reported net sales of $716.9 billion in 2025. Amazon held the runner-up spot on last year's list of largest companies by revenue, but it grew its top line at a faster clip than Walmart over the past year. Amazon's annual sales grew 12% year-over-year, compared with Walmart's 4.7% growth rate. Walmart had held the title of the world's largest company by revenue since 2014. 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Expands Carbon-Free Energy Portfolio Across 700 Projects in 28 Countries","url":"https://stock-news.laohu8.com/highlight/detail?id=2612405240","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612405240?lang=en_us&edition=fundamental","pubTime":"2026-02-19 17:50","pubTimestamp":1771494600,"startTime":"0","endTime":"0","summary":"Amazon.com Inc. said it remains one of the world’s leading corporate purchasers of carbon-free energy, citing BloombergNEF’s latest report. The company said it has invested billions of dollars in more than 40 gigawatts of carbon-free energy capacity and has a portfolio of more than 700 projects across 28 countries, including solar, wind, battery storage, and nuclear agreements. Amazon also referenced efficiency metrics for its data centers, reporting a global power usage effectiveness  of 1.15 in 2024 and a water usage effectiveness  of 0.15 L/kWh, and reiterated a goal to be water positive by 2030 and reach net-zero carbon by 2040 under its Climate Pledge.Disclaimer: This news brief was created by Public Technologies  using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. 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Beaten Down AI-Linked Stock Worth Another Look","url":"https://stock-news.laohu8.com/highlight/detail?id=2612949405","media":"The Smart Investor","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612949405?lang=en_us&edition=fundamental","pubTime":"2026-02-19 17:30","pubTimestamp":1771493400,"startTime":"0","endTime":"0","summary":"Some AI-linked stocks have undergone deep selloffs. 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Launches 5G Core SaaS Service With Nokia and AWS","url":"https://stock-news.laohu8.com/highlight/detail?id=2612408974","media":"Reuters","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612408974?lang=en_us&edition=fundamental","pubTime":"2026-02-19 16:03","pubTimestamp":1771488238,"startTime":"0","endTime":"0","summary":"Amazon Web Services , part of Amazon.com Inc., is collaborating with Nokia to power Citymesh’s newly launched commercial mobile service using Nokia’s 5G Core SaaS running on AWS cloud infrastructure. The partners say the SaaS-based core network model will help telecom providers scale on demand, reduce upfront investment, and speed up deployment of 4G/5G and related services.Disclaimer: This news brief was created by Public Technologies  using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Amazon.com Inc. published the original content used to generate this news brief on February 19, 2026, and is solely responsible for the information contained 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