The Market In Pictures, January 2
Happy New Year. As we turn the page to 2026, the market landscape is a study in contrasts. Consumers who feel poor, but spend big. A tech sector that has reached a historic peak in dominance, but productivity shows signs of cooling. Concerns over growth, just as the...![“They [Microsoft] had one of the best reports I’ve seen by any company in my 15 years of doing this”](https://aptuscapitaladvisors.com/wp-content/uploads/2025/08/The-Hill-logo-1080x675.png){kind=logo}
“They [Microsoft] had one of the best reports I’ve seen by any company in my 15 years of doing this”
Massive AI spending shows early payoff for Big Tech
“I think you can diversify your portfolio by owning small cap value”
Mag 7, tech weakness is breeding new opportunities: Where to look![“It’s hard to see [Google] escaping all of this unscathed”](https://aptuscapitaladvisors.com/wp-content/uploads/2023/08/Financial_Times_corporate_logo-1080x675.png){kind=logo}
“It’s hard to see [Google] escaping all of this unscathed”
How a break-up of Google could transform tech