US business is increasingly being driven by what I call the Big Three - Apple, Google, and Amazon

US business is increasingly being driven by what I call the Big Three - Apple, Google, and Amazon. These companies represent the most meaningful contributors to the retail, technology, and Internet sectors at this time. As such, I tend to follow the earnings from these three very closely. This week we have AMZN earnings, next week is AAPL - and we just had GOOG this past week. GOOG beat expectations on the top and bottom line, however projections were admittedly muted. The most interesting aspect of the earnings report was related to the company's Internet revenues. Google's Internet business grew a robust 26% year-over year. However, it was based on volume of clicks, not cost-per-click. Essentially, Internet ads are getting cheaper, but more people are clicking on the ads overall - likely due to the rise of mobile advertising