“Strong order rates show that the physical foundation required to support digital infrastructure continues to expand, regardless of seasonal market chatter”
Earnings Calendar and Analysis for This Week (August 3-7)![[Leading into the report] “Against that backdrop, perhaps good wasn’t good enough”](https://aptuscapitaladvisors.com/wp-content/uploads/2022/01/MarketWatch-logo-1080x675.jpeg){kind=logo}
[Leading into the report] “Against that backdrop, perhaps good wasn’t good enough”
AMD’s earnings call fails to stem the stock’s bleeding
“Elon has continued to surprise investors on what innovation and technology can do, but there has always been a mismatch in terms of the time frame of when that execution is going to occur”
SpaceX slides as AI spending worries overshadow early returns
“Caterpillar’s record order rates underscore that the physical foundation required to support digital infrastructure continues to expand, regardless of seasonal market chatter”
Caterpillar Surges as Data Center Boom Drives Profit Growth
“AI, that’s the main character of the market story right now”
AI is the ‘main character’ of the market’s story, not US-Iran war