FOCUS Quarterly Report | Q3 2026
Scott Ladner
October 21, 2026
Earnings at the Wheel: Profits Power Markets as AI Rolls On Overview The third quarter
Topics
Earnings at the Wheel: Profits Power Markets as AI Rolls On Overview The third quarter
Watch Now
Watch Now
Watch Now
Listen Now
Watch Now
Watch Now
New leaders emerge in the AI space In the late 1800s, false rumors that Mark
Watch Now
What Happened Last Week Tech Leadership: Technology stocks powered the indices higher, but the rally
What Happened Last Week Tech Volatility: The violent swings in tech and semiconductor stocks were
Rising debt costs in the AI space are raising eyebrows You’re likely aware that many
What Happened Last Week Tech Stocks Fell: Unease over higher CapEx guidance from Alphabet and
What Happened Last Week AI-Led Selloff: The Nasdaq-100 Index fell more than 4% and dragged
Watch Now
Watch Now
Watch Now
Watch Now
Watch Now
Watch Now
Watch Now
Watch Now
Watch Now
Watch Now
Watch Now
Watch Now
Watch Now
What Happened Last Week Procyclical Rally: Global stocks rallied, led by cyclicals and small caps
Listen Now
Watch Now
Watch Now
What Happened Last Week Equities Slide: The S&P 500 posted a weekly decline for the
Watch Now
https://schwabnetwork.com/video/green-flags-for-the-market-ai-in-early-innings- Watch Now
Read Now
What might partial ownership by the Feds mean? The U.S. government is taking a 10%
Watch Now
What Happened Last Week Federal Appointments: President Trump named Stephen Miran to be a temporary
Watch Now
What Happened Last Week Tariffs in the Courts: A trade court ruled that most of
Watch Now
Watch Now
Watch Now
What Happened Last Week DeepSeek Dip: Tech stocks plunged due to fears of overinvestment in
What Happened Last Week Dollar Decline: The dollar had its worst week in a year
Watch Now
What Happened Last Week Lower Rates: Downside inflation surprises in the U.S. and U.K. and
What Happened Last Week Global Selloff: Stocks fell as rising yields and rate uncertainty pressured
Watch Now Broadcom hits a record high after proving nay-sayers wrong. How will the custom
Watch Now
Watch Now
Opportunities outside of the top performers. It’s no secret that a small number of stocks
Chief Investment Officer Scott Ladner dove into the key forces shaping today’s markets during a
Inflation concerns, rather than growth expectations, could be behind the rise in 10-year yields, especially
We think a “barbell approach” combining both sectors and ETFs may be beneficial to balance
Chief Investment Officer Scott Ladner joined BNN Bloomberg for a wide-ranging conversation on the post-COVID
https://www.youtube.com/watch?v=-f7S0cz_D-4&t=95s We remain bullish on equities, anticipating that continued support from the Fed will drive
September holds its notorious history of challenging stocks. How could interest rate cuts affect the
Regardless of stabilized delinquency rates and healthy debt-to-income ratios, consumers do not believe this is
Despite Nvida’s recent slump, the market kept moving. Chief Investment Officer Scott Ladner joins Schwab
Watch out above. Here comes revenue per employee. Chief Investment Officer Scott Ladner joins CNBC
Homebuilders and housing stocks may be a smart first play for the anticipated September cut
Slower numbers do not necessarily mean weak numbers. Chief Investment Officer Scott Ladner joins BNN
Head of Portfolio Management Zach Hill, CFA®, joins BNN Bloomberg to share our thoughts on
Where do you go from yesterday’s Fed-induced sell-off? CIO Scott Ladner joins CNBC Worldwide Exchange
Utilities are the top performing sector this quarter. Is this the next AI play? Chief
What happened last week Earnings: Strong earnings from AI-exposed mega-cap technology supported a modest rally
Until bazooka-style fiscal government spending is announced, we don’t see China as an attractive investment.
A broader tech. trade could be the largest driver in 2024 as the market moves
CIO Scott Ladner joined Schwab Network to discuss recent employment and inflation data, factors behind
Chief Investment Officer Scott Ladner joined Fox News to provide critical tips to investors on ‘Mornings
CIO Scott Ladner joined TD Ameritrade to discuss this week’s FOMC meeting and A.I.’s potential
A.I. could be the most important productivity-enhancing development for the global economy since the uptake
Categories
Topics
Earnings at the Wheel: Profits Power Markets as AI Rolls On Overview The third quarter of 2026 brought meaningful reversals in market leadership despite continued
Watch Now
Watch Now
Listen Now
Watch Now
New leaders emerge in the AI space In the late 1800s, false rumors that Mark Twain had died prompted one of the writer’s most famous
Watch Now
What Happened Last Week Tech Leadership: Technology stocks powered the indices higher, but the rally was broad-based, with equal-weight large caps and international stocks reaching
What Happened Last Week Tech Volatility: The violent swings in tech and semiconductor stocks were related to the partial liquidation of an AI-focused hedge fund.
Rising debt costs in the AI space are raising eyebrows You’re likely aware that many technology companies are spending epic sums of money on AI
What Happened Last Week Tech Stocks Fell: Unease over higher CapEx guidance from Alphabet and tensions in the Middle East weighed on tech stocks. Underlying
What Happened Last Week AI-Led Selloff: The Nasdaq-100 Index fell more than 4% and dragged global stocks down with it. Resilience Beneath the Surface: Small-caps
Watch Now
Watch Now
Watch Now
Watch Now
Watch Now
Watch Now
What Happened Last Week Procyclical Rally: Global stocks rallied, led by cyclicals and small caps as yields rose across the curve. Competition in the Chip
Listen Now
Watch Now
Watch Now
What Happened Last Week Equities Slide: The S&P 500 posted a weekly decline for the second time since August. AI Theme Weakness: Tech stocks led
https://schwabnetwork.com/video/green-flags-for-the-market-ai-in-early-innings- Watch Now
Read Now
What might partial ownership by the Feds mean? The U.S. government is taking a 10% ownership stake in semiconductor maker Intel, in a move that
What Happened Last Week Federal Appointments: President Trump named Stephen Miran to be a temporary Fed Governor. Earnings Reports: Corporate earnings continue to surpass investor
What Happened Last Week Tariffs in the Courts: A trade court ruled that most of President Trump’s tariffs are illegal, yet he increased levies against
Watch Now
Watch Now
What Happened Last Week DeepSeek Dip: Tech stocks plunged due to fears of overinvestment in AI infrastructure following DeepSeek’s model release. Trump Tariffs: Tariff threats
What Happened Last Week Dollar Decline: The dollar had its worst week in a year as no “day one” tariffs from the Trump administration lifted
Watch Now
What Happened Last Week Lower Rates: Downside inflation surprises in the U.S. and U.K. and dovish Fed comments fueled a move lower in Treasury yields.
What Happened Last Week Global Selloff: Stocks fell as rising yields and rate uncertainty pressured equities. Economic Strength: Strong jobs data showed resilience, but “good
Watch Now Broadcom hits a record high after proving nay-sayers wrong. How will the custom chip creator finish out the year? Head of Research Mike
Watch Now
Opportunities outside of the top performers. It’s no secret that a small number of stocks in the S&P 500 have been largely responsible for the
Chief Investment Officer Scott Ladner dove into the key forces shaping today’s markets during a recent appearance on Schwab network. From the ongoing bond volatility
Inflation concerns, rather than growth expectations, could be behind the rise in 10-year yields, especially as prediction markets fluctuate with the election. Chief Investment Officer
We think a “barbell approach” combining both sectors and ETFs may be beneficial to balance risk and capture opportunities as AI advances drug development and
Chief Investment Officer Scott Ladner joined BNN Bloomberg for a wide-ranging conversation on the post-COVID economic landscape, the growing significance of AI, and the potential
https://www.youtube.com/watch?v=-f7S0cz_D-4&t=95s We remain bullish on equities, anticipating that continued support from the Fed will drive markets higher as we close out the year. Head of
September holds its notorious history of challenging stocks. How could interest rate cuts affect the market’s response? Chief Investment Officer Scott Ladner joins BNN Bloomberg
Regardless of stabilized delinquency rates and healthy debt-to-income ratios, consumers do not believe this is a good economy. Chief Investment Officer Scott Ladner joins Fox
Despite Nvida’s recent slump, the market kept moving. Chief Investment Officer Scott Ladner joins Schwab Network to discuss a shift in focus to the broadening
Watch out above. Here comes revenue per employee. Chief Investment Officer Scott Ladner joins CNBC to discuss how the adoption of AI moves the market.
Homebuilders and housing stocks may be a smart first play for the anticipated September cut by the Fed. Chief Investment Officer Scott Ladner joins Schwab
Slower numbers do not necessarily mean weak numbers. Chief Investment Officer Scott Ladner joins BNN Bloomberg to discuss the recent U.S. jobs report and his
Head of Portfolio Management Zach Hill, CFA®, joins BNN Bloomberg to share our thoughts on the AI trade trajectory and why investors are underweight financials.
Where do you go from yesterday’s Fed-induced sell-off? CIO Scott Ladner joins CNBC Worldwide Exchange to discuss how he would play the markets. Watch Video
Utilities are the top performing sector this quarter. Is this the next AI play? Chief Investment Officer Scott Ladner joins Fox Business The Claman countdown
What happened last week Earnings: Strong earnings from AI-exposed mega-cap technology supported a modest rally in US equities. Jobs report: The labor market remains strong
Until bazooka-style fiscal government spending is announced, we don’t see China as an attractive investment. Chief Investment Officer Scott Ladner joins Bloomberg Radio to discuss
A broader tech. trade could be the largest driver in 2024 as the market moves from hardware technology to the services part of the AI
CIO Scott Ladner joined Schwab Network to discuss recent employment and inflation data, factors behind soft August, and artificial intelligence.
Chief Investment Officer Scott Ladner joined Fox News to provide critical tips to investors on ‘Mornings with Maria.’
CIO Scott Ladner joined TD Ameritrade to discuss this week’s FOMC meeting and A.I.’s potential impact on sectors.
A.I. could be the most important productivity-enhancing development for the global economy since the uptake of the internet, notes Chief Investment Officer Scott Ladner. Watch