“The size of Microsoft’s moat allows it to connect those [AI] models much more efficiently and CapEx will continue to drive the narrative that has revenue to back it up”

by Marketing | Aug 21, 2026 | Market Notes, Media Notes

David Wagner on MSFT Moat Adding AI Momentum, Azure Backing CapEx Story

“All eyes are going to be pointed towards Jackson Hole … because there’s still not a whole lot of clarity. You see that with the bond market today”

by Marketing | Aug 21, 2026 | Market Notes, Media Notes

 Wall St Week Ahead Nvidia earnings, Jackson Hole to test pillars of stock rally

“Walmart is not losing market share. In fact, the company continues to gain share across income tiers, driven by higher-income consumers seeking value”

by Marketing | Aug 21, 2026 | Market Notes, Media Notes

Dow Sinks 703 Points as Yields Spike, Walmart Slumps: Stock Market Today

The comparable [Home Depot] store sales number was impressive but my attention is more focused on the retailer’s three-hour delivery announcement”

by Marketing | Aug 20, 2026 | Market Notes, Media Notes

Nasdaq Sinks as Bond Yields Pressure Tech Stocks: Stock Market Today

“Tuesday’s pullback could be a sign that investors have moved to cash in on some gains after AI hardware names had rallied in recent sessions”

by Marketing | Aug 19, 2026 | Market Notes, Media Notes

AI chip stocks were riding high. Here’s why Micron and others are now pulling back

“The move is a direct shot at the fast delivery speeds of Walmart (WMT) and Amazon (AMZN), which could help Home Depot capture more market share”

by Marketing | Aug 19, 2026 | Market Notes, Media Notes

Home Depot Tops Earnings Estimates and Holds Its Outlook Steady, Amid ‘Frozen’ Housing Market