“Alphabet (GOOGL) is emerging as an AI leader through stronger cloud growth, despite recent stock weakness brought by investor fears of ramping CapEx”

by Marketing | Jul 23, 2026 | Market Notes, Media Notes

Navigating AI’s Next Wave After GOOGL & TSLA Raise CapEx

“The recent semiconductor pullback was driven by positioning rather than weakening AI fundamentals, creating a buying opportunity”

by Marketing | Jul 23, 2026 | Market Notes, Media Notes

Don’t fear volatility; use it to own more stocks and less fixed income: Portfolio manager

“We view an investor receiving cash flow with more favorable tax treatment as constructive RoC”

by Marketing | Jul 23, 2026 | Market Notes, Media Notes

13 Investment Must Reads for This Week (July 21, 2026) Read Brian Jacob’s full blog: Return of Capital: The Good, the Bad, the Misunderstood

“While Google is missing the boat on AI coding and that’s a very real growing concern … Google’s strategy is all about the ecosystem”

by Marketing | Jul 22, 2026 | Market Notes, Media Notes

 Alphabet’s Gemini delay, spending worries loom over earnings 

“The cross-selling that they’ve been building towards, it’s actually showing up in the numbers right now”

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

AT&T tops targets for new wireless subscribers as bundle offers spur demand

“Even with elevated oil prices, I’m still bullish, but there might be more volatility moving forward”

by Marketing | Jul 17, 2026 | Market Notes, Media Notes

S&P 500 falls, heads for losing week, led by chipmakers; Netflix plunges: Live updates