“What’s going on in AI, what’s going on with Nvidia, is just so good, and you saw that with earnings night”

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

AI & Tech Brief: Nvidia’s financing spree

The Market in Pictures, August 21

by Aptus PM Team | Aug 21, 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 market full of dispersion, to an AI boom driving an infrastructure buildout, a consumer who keeps spending, and a bond market...

The Market in Pictures, August 7

by Aptus PM Team | Aug 7, 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 continuing bull market, to rising earnings and margins, a global revenue surge led by AI spending, and economic data making...

“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

[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