Amazon's stock experienced significant volatility, losing approximately $450 billion in market value since February 2, 2026, due to investor concerns over its planned $200 billion AI investment program for the year. This nine-day losing streak, the worst since 2006, stemmed from worries about capital expenditures primarily for AI infrastructure like data centers and chips. However, the stock rebounded 1.19% to $201.15 on February 17, as attention shifted to the strong profitability of Amazon Web Services (AWS), which saw a 24% revenue increase in Q4 and contributed $128 billion to Amazon's $717 billion total revenue last year.
Meanwhile, Microsoft's stock faced an "AI scare trade" on February 17, 2026, as Wall Street reevaluated AI's impact on the software sector, leading to a slump across software stocks. Despite Microsoft's strong financial health, with a 39.04% net margin and 15% revenue growth in FY2025, its stock trades below key averages. In other developments, Palo Alto Networks is expanding its AI security platform, acquiring CyberArk for identity security and planning to acquire Koi for AI-driven endpoint security, while also launching Unit 42 Managed XSIAM 2.0.
The AI funding landscape remains robust, with seventeen US-based AI companies, including Anthropic and Runway, raising $100 million or more each in less than two months of 2026. This follows over $76 billion raised in 2025. Monaco, a San Francisco-based company, launched its AI-native sales platform after securing over $35 million in funding, aiming to replace traditional CRM systems for early-stage startups. Additionally, Airship AI Holdings reported a net income of $29.3 million, despite a revenue decrease, and plans pilot programs for robotics and autonomous systems in 2026.
Globally, India's BSE Sensex remained stable as the Artificial Intelligence Impact Summit, hosted by Prime Minister Narendra Modi, took center stage, influencing the country's tech sector. eToro also announced record financial results for 2025, with a net contribution of $868 million, and continues to expand its AI-driven trading platform. Experts note that AI's positive impact on company profits largely benefits big tech firms, with the S&P 500's earnings growth significantly reliant on the tech sector's massive spending on AI infrastructure.
Key Takeaways
- Amazon's stock lost approximately $450 billion in market value due to concerns over its $200 billion AI investment plan for 2026.
- Amazon's stock rebounded on February 17, 2026, as investors focused on AWS's strong profits, which grew 24% in Q4 and contributed $128 billion to total revenue.
- Microsoft's stock experienced an "AI scare trade" on February 17, 2026, reflecting Wall Street's reevaluation of AI's impact on the software sector.
- Palo Alto Networks is expanding its AI security platform through acquisitions, including CyberArk and planned acquisition of Koi, and launched Unit 42 Managed XSIAM 2.0.
- Seventeen US AI startups, including Anthropic and Runway, raised over $100 million each in less than two months of 2026, indicating continued strong funding.
- Monaco launched its AI-native sales platform after raising over $35 million, aiming to replace CRM systems for early-stage startups.
- Airship AI Holdings reported a net income of $29.3 million and plans pilot programs for robotics and autonomous systems in 2026.
- eToro achieved record financial results for 2025, with a net contribution of $868 million, and is expanding its AI-driven trading platform.
- India hosted an Artificial Intelligence Impact Summit, led by Prime Minister Narendra Modi, to shape its tech sector and AI goals.
- AI's positive impact on company profits is primarily concentrated in big tech firms, with much of the growth driven by their massive infrastructure spending.
Amazon stock climbs after AI investment concerns ease
Amazon's stock rose 1.19% to $201.15 on February 17, 2026, ending a nine-day losing streak. Investors had worried about its planned $200 billion AI investment program for 2026. The rebound came as people focused on the strong profits from Amazon Web Services AWS. AWS revenue grew 24% in Q4 and made up $128 billion of Amazon's $717 billion total revenue last year. This investment aims to keep AWS a leader in the cloud market.
Amazon stock recovers after AI spending worries
Amazon's stock rose 1.19% to $201.15 on February 17, 2026, ending a nine-day losing streak. This streak had caused Amazon to lose nearly $450 billion in market value. Investors were concerned about the company's $200 billion plan for AI infrastructure and data centers in 2026. The stock rebounded as investors considered the strong profit contributions from Amazon Web Services AWS. AWS revenue increased 24% in Q4 and brought in $128 billion of Amazon's $717 billion total revenue last year.
Amazon stock drops $450 billion over AI spending fears
Amazon's stock has lost about $450 billion in market value since February 2, dropping 18%. This nine-day losing streak is the worst since 2006. Investors are worried about Amazon's plan to spend $200 billion on capital expenditures this year, mostly for AI infrastructure like data centers. CEO Andy Jassy expects to double data center capacity by 2027, which analysts believe will boost AWS revenue. Wedbush analysts say Amazon must now prove these large AI investments will pay off.
Amazon stock loses $450 billion due to AI spending
Amazon's stock fluctuated on Tuesday, trying to recover from a historic decline that erased about $450 billion in market value. The company's shares dropped 18% since February 2, following concerns about its AI spending plans. Amazon announced it expects to spend $200 billion on capital expenditures this year, a 60% increase, mainly for AI infrastructure like data centers and chips. CEO Andy Jassy defended the large spending, saying he is confident it will bring strong returns.
Palo Alto Networks boosts AI security with new acquisitions
Palo Alto Networks is expanding its AI security platform with new deals. The company completed its purchase of CyberArk, adding identity security to its services. It also plans to acquire Koi, which will bring AI-driven endpoint security. Palo Alto Networks launched Unit 42 Managed XSIAM 2.0, a managed security service that includes a Breach Response Guarantee. These moves aim to address AI-driven threats and security talent shortages. The company faces strong competition from rivals like Microsoft, CrowdStrike, and Zscaler.
Airship AI reports financial results and future plans
Airship AI Holdings, Inc. released its annual Form 10-K report, detailing its AI-driven data management solutions. The company reported net revenues of $15.3 million, a 33.5% decrease, but achieved a net income of $29.3 million. Airship AI offers products like Outpost AI, Acropolis, and Airship Command, which help manage data at the edge for real-time decisions. It serves government agencies and commercial clients globally, with a $7 billion market for edge AI. The company plans pilot programs for robotics and autonomous systems in 2026 and secured $9.7 million in proceeds for working capital.
India's Sensex stable as AI summit takes center stage
India's BSE Sensex remained mostly unchanged around 83,300 on Tuesday, pausing its recent gains. Investors are closely watching the ongoing Artificial Intelligence Impact Summit. Prime Minister Narendra Modi is hosting this summit, which is expected to shape India's tech sector and AI goals. Infosys led tech stocks with a 2.7% rise, while other tech companies like Tata Consultancy Services also gained.
eToro achieves record 2025 results and boosts AI trading
eToro announced record financial results for 2025 on February 17, 2026, after becoming a public company. The global trading platform reported a record net contribution of $868 million, up 10% from the previous year, and a GAAP net income of $216 million. eToro also saw growth in funded accounts and assets under administration. The company is expanding its AI-driven trading platform and offers access to various markets including equities and cryptoassets. It continues to focus on AI-powered tools and social investing features for retail investors.
Seventeen US AI startups raise over $100 million each in 2026
In less than two months of 2026, seventeen US-based AI companies have already raised $100 million or more each. This suggests another year of huge funding rounds for AI startups, following over $76 billion raised in 2025. Companies like Simile, Anthropic, Runway, and ElevenLabs secured large investments in February. January also saw significant funding for startups such as PaleBlueDot AI, Decagon, and Elon Musk's xAI.
Monaco launches AI sales platform with $35 million funding
Monaco officially launched its AI-native sales platform after raising over $35 million in funding, including a Series A round led by Founders Fund. The San Francisco-based company aims to boost revenue growth for early-stage startups. Monaco's platform replaces old CRM systems with an end-to-end solution for sales, from finding customers to closing deals. It uses AI to proactively suggest and take actions, acting like an embedded chief revenue officer. Key features include automated market modeling, buyer identification, and customized outreach campaigns.
Microsoft stock hit by AI concerns in software sector
Microsoft stock is experiencing an "AI scare trade" on February 17, 2026, as Wall Street rethinks the value of AI in the software sector. This has led to a slump in software stocks due to fears of job displacement and pricing pressure. Despite this, Microsoft's financial health remains strong with a 39.04% net margin and 15% revenue growth in FY2025. The stock is currently trading below its 50-day and 200-day averages, with technical indicators showing weak momentum. Investors are advised to watch the $380-$400 range for potential buying opportunities before the earnings report on April 29, 2026.
Speedata emphasizes APUs for AI data processing
Speedata is highlighting the important role of APUs, or Accelerated Processing Units, in new AI hardware systems. A recent LinkedIn post explained that AI tasks and text-to-SQL uses are making data infrastructure a bottleneck. Speedata sees APUs as special chips designed for handling data, especially for AI data preparation and large-scale data analysis. This positions APUs in a unique market next to GPUs and TPUs. Speedata aims to help companies solve data bottlenecks and latency issues in their AI infrastructure.
AI growth mostly benefits big tech, not wider market
On February 17, 2026, experts noted that AI's positive impact on company profits is mostly limited to big tech firms. Torsten Slok, Apollo Global Management's chief economist, stated there are no signs of AI boosting profit margins outside the tech sector. Without tech, the S&P 500's earnings growth would be half of its projected 14%. Citigroup suggests investors look at smaller AI enabler companies, which are seeing strong earnings revisions. However, much of this growth comes from the massive spending by mega-cap tech companies on data centers and infrastructure.
Sources
- Stock Market Today, Feb. 17: Amazon Rises After Nine-Day Slide Ends on AI Investment Reassessment
- Stock Market Today, Feb. 17: Amazon Rises After Nine-Day Slide Ends on AI Investment Reassessment
- Amazon has lost $450 billion in value during this historic losing streak. Here's what's dragging it down
- Amazon sheds over $450 billion in value in historic stock slide amid AI vows By Investing.com
- Palo Alto Networks Expands AI Security Platform With CyberArk And Koi Deals
- Airship AI Holdings, Inc. SEC 10-K Report
- Sensex Little Changed, AI Summit in Focus
- eToro Posts Record 2025 Results and Expands AI-Driven Trading Platform
- Here are the 17 US-based AI companies that have raised $100m or more in 2026
- Monaco: Over $35 Million Raised For AI-Native Sales Platform
- MSFT Stock Today, February 17: AI 'Scare Trade' Hammers Software
- Speedata Highlights Role of APUs in Emerging Heterogeneous AI Hardware Stack
- AI Impact on Corporate Growth Seen as Limited Outside Big Tech
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