“With Amazon projecting a 50% capex increase this year, the market dislikes the amount of money that is getting invested in capex for these growth rates”

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

Amazon sees 50% boost to capital spending this year, shares tumble

“Everyone was focused on its positioning within AI, but this [spending] suggests it isn’t falling behind”

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

Apple Results to Give Clues on How Hard Memory Prices Are Biting

The Market in Pictures, June 20

by Aptus PM Team | Jun 20, 2025 | Blog, Charts

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from market momentum to earnings, trade policy to fiscal policy, and home owners to equity owners. Enjoy!   Brian: We’ve seen a...

Bonds Still Facing Headwinds

by Aptus PM Team | Jun 27, 2024 | Blog, Bonds

Higher Neutral Rate Could Lead to Structurally Higher Interest Rates   The graphic below shows pricing for forward contracts referencing the five-year interest rate in five years. This gives a proxy for the market’s view of where US rates might end up.  ...

The Market in Pictures, June 7

by Aptus PM Team | Jun 7, 2024 | Blog, Charts

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence: Dave: The divergence between non farm payroll data and the household survey continues to be an example of the...