“One part of the market is a funding mechanism for another, and the next day it switches”

by Marketing | Feb 13, 2026 | Market Notes, Media Notes

Worries About AI Disruptions Fuel Stock Slide

The Market In Pictures, February 6

by Aptus PM Team | Feb 6, 2026 | Blog, Charts

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from market rotation and a broadening economy, to endless spending by AI hyperscalers and the US government. Have a great weekend!  ...

“Alphabet has the upper hand in the AI race as investors recognize that ecosystems, like Apple and Google Search are tough to penetrate”

by Marketing | Jan 27, 2026 | Market Notes, Media Notes

Big Tech earnings to test AI rally as resurgent Alphabet takes lead

“I characterize the negative sentiment as part of a pair trade where investors are rotating money out of software stocks to put into the more popular semiconductor space”

by Marketing | Jan 14, 2026 | Market Notes, Media Notes

Salesforce and Adobe see their stocks slide as AI fears intensify

“This pairing is a massive step in the right direction for U.S. chip manufacturers”

by Marketing | Jan 6, 2026 | Market Notes, Media Notes

Nvidia’s $5 billion Intel bet just became official