“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

“What’s going on in AI, what’s going on with Nvidia, is just so good, and you saw that with earnings night”

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

AI & Tech Brief: Nvidia’s financing spree

“While Nvidia’s revenue from other sources, like the automotive industry, is still pretty, pretty small, those sources could eventually lead to “some valuation expansion”

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

 Nvidia’s Profit Doubles to $59.69 Billion Thanks to A.I. Spending

“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

The Market in Pictures, August 21

by Aptus PM Team | Aug 21, 2026 | Blog, Charts

Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from a market full of dispersion, to an AI boom driving an infrastructure buildout, a consumer who keeps spending, and a bond market...