The Aptus investment team on Yahoo Finance, Fox Business, Schwab Network and CNBC, and quoted across the financial press — the same views we share with advisors, in public.
Is the stock market boom too good to be true? Plus the growing divide in AI adoption
“I think the equity markets, they’re focusing more on profitability and overall economic growth, while the bond market, it’s kind of changed its focus from monetary to fiscal policy”
Could slowing AI capex actually lift equities higher?
“Hyperscalers like Microsoft, Amazon, Google, and Meta slowing their capital spending on AI and data centers could actually benefit their cash flow and valuations”
The data center trade may face sentiment-driven pressure in H2 2026, rather than fundamental weakness
Schwab Network
David Wagner on MSFT Moat Adding AI Momentum, Azure Backing CapEx Story
“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”
Buy Lennar & UnitedHealth, Sell utilities: Portfolio manger's top trades
“Debt has become so expensive to a point where the debt is more expensive than the cap rates on a lot of these properties that they’re [homebuilder companies] trying to buy”
There’s not many things in this world outside of wanting the Cincinnati Reds to win a playoff series that will disappoint you more than this stock [ADV Auto Parts]
You’re just seeing a normalization in the yield curve.
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