Monday, February 16, 2026-Amazon’s stock has just recorded its longest losing streak in almost two decades, rattling investors who had pinned hopes on the continued strength of its cloud division, Amazon Web Services (AWS). Over the past several trading sessions, the stock has slipped steadily, erasing months of gains and reigniting concerns about the company’s growth trajectory.
Analysts point to slowing e-commerce sales, rising costs, and market volatility as key factors driving the decline, but investors are especially focused on whether AWS can sustain its historically high margins amid increasing competition.
The slump has drawn comparisons to past periods when AWS performance temporarily weighed on the company’s valuation, creating a sense of déjà vu for long-term shareholders. Despite AWS consistently posting strong revenue growth, investors worry that global economic uncertainty, cloud market saturation, and intensifying competition from Microsoft Azure and Google Cloud may pressure future profits.
The current streak underscores the fragility of investor confidence, showing that even industry-leading tech giants are not immune to market swings.
For Amazon, the challenge now is twofold: reassure investors that AWS remains a reliable growth engine while addressing broader operational pressures in retail and logistics. Management has hinted at strategic initiatives and cost-control measures, but the stock’s ongoing decline signals that markets remain cautious.
The situation is a stark reminder that even established tech leaders face intense scrutiny, and short-term market movements can have outsized effects on investor sentiment.
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