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“The recent semiconductor pullback was driven by positioning rather than weakening AI fundamentals, creating a buying opportunity”

“The recent semiconductor pullback was driven by positioning rather than weakening AI fundamentals, creating a buying opportunity”

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

Don’t fear volatility; use it to own more stocks and less fixed income: Portfolio manager
“The recent semiconductor pullback was driven by positioning rather than weakening AI fundamentals, creating a buying opportunity”

“Even with elevated oil prices, I’m still bullish, but there might be more volatility moving forward”

by Marketing | Jul 17, 2026 | Market Notes, Media Notes

S&P 500 falls, heads for losing week, led by chipmakers; Netflix plunges: Live updates
“The recent semiconductor pullback was driven by positioning rather than weakening AI fundamentals, creating a buying opportunity”

“Ultimately AI remains the main driving force in the markets and it still has a lot more legs moving forward”

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

The consensus view of fading the AI trade will be ‘woefully wrong’: Portfolio manager
“You’re going to see the discretionary names run as a first knee-jerk reaction to a lot of this news, which can drive the market higher”

“You’re going to see the discretionary names run as a first knee-jerk reaction to a lot of this news, which can drive the market higher”

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

S&P 500 rises on report negotiators have reached deal to extend Iran ceasefire, but traders wary: Live updates
“You’re going to see the discretionary names run as a first knee-jerk reaction to a lot of this news, which can drive the market higher”

“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
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For more information about our firm or to receive a copy of our disclosure form ADV and Privacy Policy, contact us. Thank you for visiting our site. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Aptus Capital Advisors’ website and its associated links offer news, commentary, and generalized research, not personalized investment advice. This website is for informational purposes only and does not constitute a complete description of our investment services or performance. Nothing on this website should be interpreted to state or imply that past results are an indication of future results. All investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Aptus Capital Advisors is a Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission and is headquartered in Fairhope, Alabama. Registration does not imply a certain level of skill or training.