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Pettit tells Full Signal why growth expectations are high but attainable, and which themes he likes on pullbacks.
Nov 5, 2026
Microsoft, Amazon, Alphabet and Meta spent $201.9 billion on capex last quarter, more than double a year earlier, as the AI buildout keeps growing.
Microsoft, Amazon and Apple rallied Wednesday while Nvidia, CoreWeave, Constellation Energy and Vistra fell as investors rotated within the AI trade.
Investor sentiment on data centers moved in the opposite direction as midterm results.
Williams tells Full Signal why sentiment is awful but fundamentals are strong, and where he sees value.
Nov 4, 2026
Visser tells Full Signal why AI is driving rates, what Microsoft's buyouts mean for labor, and where he sees upside.
AMD reported record data center sales of $8.5 billion Tuesday, nearly double a year earlier, as demand for its AI chips and server processors grew.
AMD shares have more than doubled this year through Tuesday's close, far ahead of Nvidia's 10.8% gain and the S&P 500's 10.5% rise.
AMD's data center sales nearly doubled in a record quarter.
Apple spent about $9.0 billion on capex over the last four quarters, 1.8% of revenue, while Meta spent 43.2% of its sales.
Nov 3, 2026
Apple is up 24.4% this year, more than double the 10.1% gain in the S&P 500, while 3 of the Magnificent Seven are down.
Apple is spending a sliver of what its peers pour into AI.
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