“Elon has continued to surprise investors on what innovation and technology can do, but there has always been a mismatch in terms of the time frame of when that execution is going to occur”

by Marketing | Aug 5, 2026 | Market Notes, Media Notes

SpaceX slides as AI spending worries overshadow early returns

“AI, that’s the main character of the market story right now”

by Marketing | Aug 4, 2026 | Market Notes, Media Notes

AI is the ‘main character’ of the market’s story, not US-Iran war

“It seemed kind of like Google was taking market share from everybody and they could catch up to the market share of Azure if they keep on that trajectory”

by Marketing | Aug 3, 2026 | Market Notes, Media Notes

Microsoft says cash will keep flowing from AI, shares rise

“People think A.I. spending is supposed to slow down, but who’s going to be the first company to blink?”

by Marketing | Jul 29, 2026 | Market Notes, Media Notes

Meta’s Profit Falls 14% as A.I. Spending Continues

[Silicon Valley’s colossal spending spree] “Everyone thinks it’s going to slow down, where they’re looking for the first company to blink on capex expectations, but this seems just to be the start.”

by Marketing | Jul 24, 2026 | Market Notes, Media Notes

Investors Zero In on Runaway Tech Spending, Putting Dent in AI Trade