“As long as that prevailing narrative remains a headwind for the entire software industry, it may be tougher for Microsoft to really get the ball rolling”

by Marketing | May 1, 2026 | Market Notes, Media Notes

Microsoft Reports Strong Cloud Growth, but Questions About AI Returns Persist

“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

The Market In Pictures, January 2

by Aptus PM Team | Jan 2, 2026 | Blog, Charts

Happy New Year. As we turn the page to 2026, the market landscape is a study in contrasts. Consumers who feel poor, but spend big. A tech sector that has reached a historic peak in dominance, but productivity shows signs of cooling. Concerns over growth, just as the...

“It feels like everyone hates the AI trade right now”

by Marketing | Dec 17, 2025 | Market Notes, Media Notes

S&P 500 gives up gain as AI-related stocks come under pressure again: Live updates