“Alphabet (GOOGL) is emerging as an AI leader through stronger cloud growth, despite recent stock weakness brought by investor fears of ramping CapEx”

by Marketing | Jul 23, 2026 | Market Notes, Media Notes

Navigating AI’s Next Wave After GOOGL & TSLA Raise CapEx

“While Google is missing the boat on AI coding and that’s a very real growing concern … Google’s strategy is all about the ecosystem”

by Marketing | Jul 22, 2026 | Market Notes, Media Notes

 Alphabet’s Gemini delay, spending worries loom over earnings 

The Market in Pictures, July 17

by Aptus PM Team | Jul 17, 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 asset convergence and divergence to equity supply and demand, to rates and the state of oil and inflation. Have a great...

The Market in Pictures, July 10

by Aptus PM Team | Jul 10, 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 historic rally with improving breadth, to record earnings and margins, the AI buildout reaching the labor market, and...

The Market in Pictures, July 2

by Aptus PM Team | Jul 2, 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 Q2 standouts to sector dispersion, rising earnings and falling credit spreads, and inflation and the FOMC. Have a great long...