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“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”

“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 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”

“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
“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”

“The tech rally still has room to run despite recent dips”

by Marketing | Jun 6, 2026 | Market Notes, Media Notes

Wagner: Dip Buying Opportunities in NVDA, MSFT, AMZN as Big Tech Pulls Back
“The average American needs to show resiliency against persistent inflation”

“The average American needs to show resiliency against persistent inflation”

by Marketing | Jan 6, 2026 | Market Notes, Media Notes

Market ‘Wants Answers’ in Consumer Strength, Labor’s ‘Slow Degradation
“The average American needs to show resiliency against persistent inflation”

“I think the U.S. will outperform the rest of the world next year”

by Marketing | Jan 2, 2026 | Market Notes, Media Notes

 David Wagner’s 2026 Market Theme: ‘American Psycho’
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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.