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06.02.26 - 13:48
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Tech Selloff Deepens, Stellantis Faces Billions in Charges | The Opening Trade 2/6/2026 (Bloomberg)
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Amazon shares dropped after the company announced plans to spend $200 billion this year on data centers, chips and other equipment. The proposal further ignited AI bubble fears, with the Wall Street tech selloff extending into Asia trading hours. The spending planned by Alphabet, Amazon, Meta and Microsoft in pursuit of AI dominance is forecast to reach $650 billion in 2026.
Elsewhere, Stellantis fell as much as 14% at the European market open after the carmaker announced it will take roughly €22 billion in charges linked to a sweeping overhaul of its operations as high costs and muted electric-vehicle sales force the automaker to adjust its strategy.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie. (Source: Bloomberg)...
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05.02.26 - 23:12
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Amazon Plunges After Forecasting 50% Surge In Capex To $200BN (ZeroHedge)
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Amazon Plunges After Forecasting 50% Surge In Capex To $200BN
In our AMZN earnings preview, we said that the price reaction from META and GOOGL "leaves Amazon in a precarious place as it prepares to report earnings after the close today: does it project some berserk number or does it risk being conservative? After all, the only thing that will matter is the capex forecast (the earnings will likely be good enough)."
Well, we were wrong: the earnings were not good enough: the company missed on earnings and its guidance was rather week. And so before we even get to the biggest shock of the report - the company's CapEx guidance - here is what the company reported for Q4:
EPS $1.95, missing estimates of $1.96... an ugly miss at the very top.
Revenue was a bit better, and even though several items (physical stores, third party sellers missed), AWS was stronger than expected.
Net sales $213.39 billion, beating estimate $211.49 billion
Online stores net sales $82.99 billion, beating esti...
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05.02.26 - 22:21
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Union Pacific Corporation Declares First Quarter 2026 Dividend (Business Wire)
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OMAHA, Neb.--(BUSINESS WIRE)--The Board of Directors of Union Pacific Corporation (NYSE: UNP) has declared a quarterly dividend of $1.38 per share on the company's common stock, payable March 31, 2026, to shareholders of record Feb. 27, 2026.
Union Pacific has paid dividends on its common stock for 127 consecutive years.
ABOUT UNION PACIFIC
Union Pacific (NYSE: UNP) delivers the goods families and businesses use every day with safe, reliable and efficient service. Operating in 23 western states, the company connects its customers and communities to the global economy. Trains are the most environmentally responsible way to move freight, helping Union Pacific protect future generations. More information about Union Pacific is available at www.up.com.
www.up.com
www.facebook.com/unionpacific
www.twitter.com/unionpacific Contacts
Union Pacific Investor Contact: Diana Prauner at 402-544-4227 or dprauner@up.comMedia Contact: Clarissa Beyah at 402-957-4793 or cbeyah@up.com...
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05.02.26 - 21:45
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Amazon Earnings Preview: All Eyes On CapEx (ZeroHedge)
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Amazon Earnings Preview: All Eyes On CapEx
At first, the market was happy to reward big capex forecasts (META); but just a few days later, it changed its mind and decided that the bigger the beat, the bigger the penalty (as was the case with GOOGL today). That leaves Amazon in a precarious place as it prepares to report earnings after the close today: does it project some berserk number or does it risk being conservative? After all, the only thing that will matter is the capex forecast (the earnings will likely be good enough).
Looking at the bigger picture, Bloomberg notes that it's probably not a great sign that Amazon's share price is down more than 4% on the day of earnings, before the first headline has even hit. After the hyperscalers Microsoft and Alphabet spooked markets with their huge spending plans -- Meta seems to have got away with it -- perhaps the best thing Amazon could do would be to announce that it plans only moderate capital expenditure in 2026.
One thing in Amazon's...
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05.02.26 - 14:42
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Apple Becomes Apple Again (24/7 Wall St.)
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An odd thing happened on the road to AI dominance. The market became concerned about the large investments and intense competition among companies such as Amazon (NASDAQ: AMZN), Meta (NASDAQ: META), and OpenAI. AI leaders were hit by investors because they were no longer attractive, even though they had been just two months ago. Apple ... Apple Becomes Apple Again
The post Apple Becomes Apple Again appeared first on 24/7 Wall St.....
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