“NVIDIA tells investors that it sees the current AI buildout as durable rather than a short-term spike”

by Marketing | Sep 30, 2026 | Market Notes, Media Notes

 Nvidia makes a statement with historic $150 billion buyback announcement

“Right now, affordability is a key issue and the easy scapegoat here is going to continue to be an AI capex spend and putting it on a pedestal [as] the main reason for affordability problems”

by Marketing | Sep 30, 2026 | Market Notes, Media Notes

How the Midterms Could Break the AI Trade

“I’d vehemently answer sentiment risk. I mean, anywhere you look right now, there is growth everywhere.”

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

David Wagner pairs AI infrastructure with a beaten-down Copart in ‘barbell’ strategy

“The AI-driven power grid bottleneck is creating significant investment opportunities”

by Marketing | Sep 9, 2026 | Market Notes, Media Notes

AI power bottleneck makes Quanta Services and Amphenol top picks, David Wagner says

“The data center trade may face sentiment-driven pressure in H2 2026, rather than fundamental weakness”

by Marketing | Aug 28, 2026 | Market Notes, Media Notes

 AI Circular financing is not a red flag: Aptus Capital Advisors