S&P companies are investing for growth
This week's chart highlights that S&P 500 companies are ramping up capex for AI, pushing buyback and dividend yields to multi-year lows...more
References
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Jun 19, 2026
Strip Out AI and Energy, and the S&P 500 Is Down (June 19, 2026) | Torsten Slok's The Daily Spark | Apollo Global
Note: S&P Al is a representative basket of companies with exposure to artificial intelligence technologies and includes 84 companies. These include firms involved in the development and enablement of Al across areas such as semiconductors,…
Jun 18, 2026
More T-Bills, More Dependence on the Fed (June 17, 2026) | Torsten Slok's The Daily Spark | Apollo
Sources: SIFMA Securities Industry & Financial Markets Association , Macrobond, Apollo Chief Economist Apollo: T bills now account for almost 85% of gross Treasury issuance, near the highest share in over two decades. By tilting issuance t…
Jun 18, 2026
Software Hit by Double Whammy (16 Jun 2026) | Torsten Slok's The Daily Spark | Apollo
1. Sources: PitchBook LCD, Apollo Chief Economist, 2. Note: SaaS firms deliver cloud based software with recurring subscription revenues. Series shows stock of loans outstanding USD bn at year end. Sources: Bank for International Settlemen…