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GOOG 2025 capex guidance increase shows AI/data-center visibility strong. Jan ISM upturn points to accelerating small-cap EPS growth.

VIDEO: Incoming data supports equity prices.  The ISM manufacturing also suggests small-cap EPS to accelerate in 2025.

Please click below to view our Macro Minute (duration: 4:58).

To me, it is a sign of strength that the S&P 500 is flat/up slightly in the face of two "negative shocks" that many expected each could drive a 5% to 10% correction -- DeepSeek R1 (last week) and Drug Tariff wars (Monday). That is my biggest takeaway over the ...

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