Friday, February 20, 2026
Market Intelligence for Large Cap Stocks Professionals
What's happening: Amazon unveils $200B capex plan, boosting AI chip partner Marvell
Amazon announced a $200 billion capital‑expenditure budget for 2026, up $70 billion from the prior year, with a sizable portion earmarked for AI‑focused data‑center capacity. AWS’s custom‑chip business now generates over $10 billion in revenue and is expanding at triple‑digit rates, driven by its Trainium accelerator line. The company also reaffirmed its five‑year partnership with Marvell Technology.
This marks the first time in its history that the company has initiated a forward stock split.
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Investing.com – News
Amazon is spending $200 billion on AI data centers this year, and this company could receive a good chunk of it.
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Novo Nordisk looks attractively priced even though 2026 is likely to be a tough year.
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SARASOTA, Fla., Feb. 19, 2026 (GLOBE NEWSWIRE) -- Roper Technologies, Inc. (Nasdaq: ROP) announced that its Board of Directors has approved a dividend of $0.91 per share payable on April 22, 2026 to stockholders of record on April 6, 2026. About Roper Technologies Roper Technologies is a constituent of the Nasdaq 100, S&P 500, and Fortune 1000. Roper has a proven, long-term track record of compounding cash flow and shareholder value. The Company operates market leading businesses that design and develop vertical software and technology enabled products for a variety of defensible niche markets. Roper utilizes a disciplined, analytical, and process-driven approach to redeploy its excess capital toward high-quality acquisitions. Additional information about Roper is available on the Company’s website at www.ropertech.com. Contact information: Investor Relations 941-556-2601 [email protected]
The Manila Times Business
🚨US market concentration BUBBLE in one chart: The top 10 US stocks make up a record 40% of the S&P 500 market value. At the same time, the weight of the largest stock in the S&P 500 relative to the 75th percentile stock is ~770x, an all-time high.👇 https://globalmarketsinvestor.beehiiv.com/p/the-us-stock-market-has-peaked

Bitcoin ETFs' cumulative net inflows (the most imp number) peaked at +$63b in October. Today it's +$53b. That's NET NET +$53b in only two years. Our (more bullish than most of our peers) prediction was $5-15b in first year. This is imp context to consider when looking/writing about the $8b in outflows since 45% decline and/or the relationship bt btc and Wall street, which has been overwhelmingly positive. Thank you for your attention to this matter. h/t @JSeyff re chart