Amazon’s 2026 Inflection Point: Can AWS and Logistics Gains Validate a $200 Billion Bet?As the first quarter of 2026 unfolds, all eyes on Wall Street are turning toward Amazon.com Inc. (
NASDAQ:AMZN), which stands at a pivotal crossroads following a year of massive capital investment and structural reorganization. After trailing its "Magnificent 7" peers for much of 2025, the e-commerce and cloud
Resilience Amidst the Ruptures: US Jobless Claims Defy Shutdown Shadows with Surprise DropThe U.S. labor market continues to display a startling durability that has left many economists recalibrating their recession models. According to data released by the Department of Labor on February 26, 2026, initial jobless claims for the week ending February 21 fell to 227,000, representing a decrease of
Judicial Checkmate: Supreme Court Strikes Down Emergency Tariffs as White House Pivots to 10% Global SurchargeIn a landmark decision that has sent shockwaves through the global trade ecosystem, the Supreme Court ruled 6-3 on February 20, 2026, to strike down the White House’s "Liberation Day" emergency tariff program. The Court found that the administration overstepped its constitutional authority by using the International Emergency Economic
Matson Inc. (MATX) Surpasses Q4 Expectations as "Busan Rapprochement" Trade Deal Ignites China Service DemandHONOLULU — In a standout performance that has caught the attention of Wall Street, Matson Inc. (
NYSE: MATX) reported fourth-quarter 2025 financial results on February 24, 2026, that significantly exceeded analyst expectations. The Honolulu-based ocean transportation and logistics company delivered a robust earnings beat, fueled by unexpectedly high freight rates and
US Labor Market Stagnation: Low Claims and Stubborn Fed Policy Create New Market EquilibriumThe U.S. labor market has sent a complex signal to Wall Street this February, as fresh Department of Labor data reveals a "low-hire, low-fire" economy that is complicating the Federal Reserve’s path toward further interest rate cuts. Initial unemployment claims for the week ending February 14, 2026, fell
Zuckerberg’s $135 Billion AI Gambit: Inside Meta's Plan to Build the World’s Most Powerful SuperintelligenceMENLO PARK, CA — In a move that has sent shockwaves through Silicon Valley and Wall Street alike, Meta Platforms (
NASDAQ: META) has unveiled a staggering $135 billion capital expenditure plan for 2026, aimed at cementing its dominance in the global artificial intelligence race. Following a blockbuster Q4 2025 earnings report
The North American Fortress: Trade Titans Brace for the 2026 CUSMA 'Certainty Cliff'As the summer of 2026 approaches, the three pillars of North American trade—Canada, the United States, and Mexico—are hurtling toward a high-stakes diplomatic and economic reckoning. The Canada-United States-Mexico Agreement (CUSMA), which replaced NAFTA in 2020, faces its first mandatory "joint review" on July 1, 2026. Far from
The 150-Day Squeeze: Trump Pivots to Section 122 After Supreme Court Blocks Emergency Tariff PowersWASHINGTON, D.C. — In a dramatic reshuffling of global trade policy, the Trump administration has officially transitioned its sweeping tariff regime to the "Balance-of-Payments" authority under Section 122 of the Trade Act of 1974. This move, finalized on February 24, 2026, comes as an immediate response to a stinging defeat
The Hormuz Bottleneck: Oil Prices Surge as Iran Tensions Clash with Global Trade HeadwindsAs of February 24, 2026, the global energy market is locked in a high-stakes tug-of-war between escalating geopolitical risks and cooling economic demand. Crude oil prices have surged to six-month highs this week, driven by a "geopolitical risk premium" as the United States and Iran teeter on the edge of
Supreme Court Curbs Executive Power in Landmark 6-3 Ruling Against Emergency IEEPA TariffsThe United States Supreme Court delivered a stunning blow to the administration’s trade agenda on Friday, February 20, 2026, striking down the use of the International Emergency Economic Powers Act (IEEPA) to bypass Congress in the imposition of broad-based national tariffs. In a 6-3 decision, the Court ruled that
Winter Storm Fernando Paralyzes Northeast: Travel Bans and Flight Cancellations Send Airline Stocks TumblingThe Northeast United States is currently reeling under the weight of "Winter Storm Fernando," a historic bomb cyclone that has effectively brought the region’s economic and logistical heart to a standstill. As of Monday, February 23, 2026, a combination of record-breaking snowfall and mandatory travel bans across major hubs
Northeast "Bomb Cyclone" Grounds Thousands: Airline Shares Tumble as Historic Blizzard Paralyzes HubsThe aviation sector faced a brutal start to the week as a massive winter storm, dubbed "Winter Storm Fernando" by meteorologists, tore through the Northeast United States on February 23, 2026. Characterized as a "bomb cyclone," the storm brought historic snowfall and high winds to the I-95 corridor, forcing the
Labor Market in Limbo: Jobless Claims Hit 227,000 as Fed Adopts ‘Wait-and-See’ StanceThe U.S. labor market continues to exhibit a complex duality of resilience and cooling, as the latest Department of Labor report revealed that initial jobless claims fell to 227,000 for the week ending February 7, 2026. While the figure came in slightly above Wall Street’s expectations of
Riyadh’s Invisible Hand: Saudi Arabia "Turns Off the US Tap" to Prop Up Global Crude PricesIn a calculated maneuver designed to tighten global energy markets without sacrificing its dominance in Asia, Saudi Arabia has spent the first quarter of 2026 aggressively throttling crude oil exports to the United States. This strategy, dubbed "turning off the US tap" by Wall Street analysts, leverages the high transparency
SCOTUS Strike Down of Global Tariffs Sends Markets into Tailspin as Administration Triggers 'Plan B' 15% SurchargeWASHINGTON D.C. — The global financial landscape was thrust into a state of high-stakes uncertainty this morning, February 23, 2026, as investors grappled with the fallout of a landmark U.S. Supreme Court ruling and the administration's aggressive retaliatory trade measures. On Friday, February 20, the Court issued a 6-3
Amazon.com (AMZN) Deep-Dive: Navigating the 2026 Capex Cycle and the Tariff WindfallAs of February 23, 2026, Amazon.com, Inc. (
NASDAQ: AMZN) finds itself at a pivotal crossroads between legacy retail dominance and a future defined by orbital connectivity and generative artificial intelligence. While the company has long been a bellwether for consumer spending and cloud computing, today’s market focus has shifted toward a surprising fiscal windfall: a [...]
3 Unpopular Stocks with Open QuestionsWall Street has issued downbeat forecasts for the stocks in this article.
These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.
World Bank Forecasts Commodity Prices to Hit Six-Year Low in 2026 Amid Historic Oil SurplusThe World Bank’s latest Commodity Markets Outlook, updated as of February 2026, forecasts that global commodity prices will plunge to their lowest levels in six years. Driven by a massive projected oil surplus and cooling industrial demand from China, the aggregate index of commodity prices is expected to fall
WTI Crude Oil Hits Six-Month High Amid US-Iran TensionsEnergy markets were sent into a frenzy on February 20, 2026, as West Texas Intermediate (WTI) crude oil surged to $66.5 per barrel, marking a six-month peak. The price spike follows a "perfect storm" of geopolitical brinkmanship and tightening domestic supply, leaving investors bracing for a volatile spring. The
Deutsche Bank Reaffirms ‘Buy’ on DoorDash as Q4 Earnings Provide ‘Clearing Event’ for InvestorsIn a significant show of confidence for the leader of the U.S. food delivery market, Deutsche Bank (
NYSE: DB) has reiterated its "Buy" rating on DoorDash, Inc. (
NASDAQ: DASH), following a robust fourth-quarter earnings report that analysts are labeling a "clearing event" for the stock. The reiteration comes as
US Trade Deficit Surges to $70.3 Billion in December, Defying Forecasts and Testing Economic ResilienceThe United States trade deficit widened sharply in December 2025, hitting a staggering $70.3 billion and significantly overshooting Wall Street expectations. According to data released by the Commerce Department on February 19, 2026, the gap between what the U.S. buys from abroad and what it sells to foreign
