economy
February 25, 2026
Amazon spending may not be that concerning
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
TL;DR
- Stocks are rebounding, with AI disruption fears lessening.
- Salesforce's earnings will be a key indicator for the software sector.
- Bank and credit card stocks rose after President Trump did not mention a credit card interest rate cap.
- Amazon's plan to double AWS capacity by 2027 could lead to significant revenue growth.
- Aerospace and defense stocks declined following President Trump's comments on Iran.
- There is anticipation for potential Boeing orders from China, possibly announced during President Trump's visit.
- Key companies like Salesforce and Nvidia are set to release their quarterly earnings.
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