Earnings

Revenues Rev Up

Mike Dickson, Ph.D. November 12, 2025

Sales—a fundamental driver of corporate strength—are on the rise Stocks’ (mostly) steady march higher since

Weekly Market Recap

Zachary Hill, CFA® November 10, 2025

What Happened Last Week Sputtering Rally: Last week, investors reversed the recent strength in tech

Schwab Network | 2026 SPX to $8K, Benefits from AI Spending Coming

Scott Ladner November 3, 2025

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Weekly Market Recap

Zachary Hill, CFA® November 3, 2025

What Happened Last Week Earnings Strength: Strong tech earnings powered the S&P 500 and NASDAQ

Reuters | Wall St ends higher amid mixed earnings, Trump-Xi meeting confirmed

Zachary Hill, CFA® October 23, 2025

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Schwab Network | Mag 7 Valuations Still Attractive; Watching for AI-Related Guidance

Mike Dickson, Ph.D. October 21, 2025

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Bloomberg | Tech Pushes Higher Despite Trade Tensions

Mike Dickson, Ph.D. October 17, 2025

It’s All About The Earnings

Mike Dickson, Ph.D. October 16, 2025

Strong fundamentals—not investors’ exuberance—are supporting this market The stock market’s recent string of new highs

Schwab Network: Small Cap Allocation Tips as Sector Rallies

Mike Dickson, Ph.D. September 26, 2025

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Weekly Market Recap

Zachary Hill, CFA® September 2, 2025

What Happened Last Week Nvidia Earnings: Nvidia reported strong earnings, but its forward guidance fell

Earnings With An Upside

Mike Dickson, Ph.D. August 14, 2025

Investors are cheering second-quarter results Corporate profits continue to impress and reassure investors. Now that

Weekly Market Recap

Zachary Hill, CFA® August 11, 2025

What Happened Last Week Federal Appointments: President Trump named Stephen Miran to be a temporary

FOX Business: Markets will ‘reward’ Big Tech’s $400B investment in AI, chief investment officer argues

Scott Ladner August 4, 2025

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Can High-Risk Stocks Stay in Gear?

Mike Dickson, Ph.D. July 31, 2025

Momentum may be tested this week After bottoming out in early April in response to

A Small-Cap Surprise Party

Mike Dickson, Ph.D. February 13, 2025

Earnings have been much better than expected thus far among the market’s small companies. Large-company

Weekly Market Recap | 02/03/2025

Zachary Hill, CFA® February 3, 2025

What Happened Last Week DeepSeek Dip: Tech stocks plunged due to fears of overinvestment in

Weekly Market Recap | 1/27/2025

Zachary Hill, CFA® January 27, 2025

What Happened Last Week Dollar Decline: The dollar had its worst week in a year

Weekly Market Recap | 1/21/2025

Zachary Hill, CFA® January 21, 2025

What Happened Last Week Lower Rates: Downside inflation surprises in the U.S. and U.K. and

Weekly Market Recap | 1/13/2025

Zachary Hill, CFA® January 13, 2025

What Happened Last Week Global Selloff: Stocks fell as rising yields and rate uncertainty pressured

Schwab Network: Mega Caps vs the Market

Mike Dickson, Ph.D. October 25, 2024

Head of Research and Quantitative Strategies Mike Dickson joined Schwab Network to highlight the U.S.’s

Schwab Network: Earnings are showing a resilient economy

Zachary Hill, CFA® October 18, 2024

“We’re looking under the hood of the micro,” says Horizon Investments’ Zach Hill. He looks

Stocks Come Roaring Back

Mike Dickson, Ph.D. August 22, 2024

Best week of 2024 for the S&P 500 After a brief summer slump and a

Corporate Earnings Update: A (Mostly) Rosy Picture

Mike Dickson, Ph.D. August 15, 2024

U.S. company profits continue to impress. Earnings season is in the home stretch, with more

July is Hot!

Mike Dickson, Ph.D. June 26, 2024

Is the seventh month of the year a stock investor’s best friend? While scorching temperatures

Fox Business: Tech is where earnings growth is in second half of year

Scott Ladner May 29, 2024

With GDP and inflation slowing, keep in mind our strong starting place. Chief Investment Officer

Bloomberg: Are we at the doorstep of a small-cap rally?

Scott Ladner May 7, 2024

https://www.youtube.com/watch?v=K_2CoH-Ju1o&t=8234s%20 Chief Investment Officer Scott Ladner joins Bloomberg to discuss large vs small business confidence.

Yahoo! Finance: The new market needs a new catalyst

Scott Ladner May 7, 2024

Is the Fed out of play as a market catalyst at this point? Chief Investment

Weekly Market Recap | 5/06/24

Zachary Hill, CFA® May 6, 2024

What happened last week Earnings: Strong earnings from AI-exposed mega-cap technology supported a modest rally

Weekly Market Recap | 4/29/24

Zachary Hill, CFA® April 29, 2024

What happened last week Stocks rose for the first time in four weeks on the

The Fed’s bar to hike is almost impossibly high at this point.

Scott Ladner April 22, 2024

Chief Investment Officer Scott Ladner joins Mornings With Maria on Fox Business to analyze this

CNBC: What’s ahead for the markets in March?

Scott Ladner March 4, 2024

We expect market broadening within the S&P rather than small or mid-caps. Chief Investment Officer

Market Update with Zach Hill, CFA® | February 2024

Zachary Hill, CFA® February 13, 2024

Zach reviews the 4Q23 earnings season, what Horizon anticipates from the Fed and interest rates

Fox: US economy riding on ‘strong tailwind’ of GDP growth

Scott Ladner February 12, 2024

Earnings momentum, disinflation, and a global easing cycle… is the US an attractive place to

Weekly Market Recap

Zachary Hill, CFA® November 10, 2025

Schwab Network | 2026 SPX to $8K, Benefits from AI Spending Coming

Scott Ladner November 3, 2025

Weekly Market Recap

Zachary Hill, CFA® November 3, 2025

Reuters | Wall St ends higher amid mixed earnings, Trump-Xi meeting confirmed

Zachary Hill, CFA® October 23, 2025

Schwab Network | Mag 7 Valuations Still Attractive; Watching for AI-Related Guidance

Mike Dickson, Ph.D. October 21, 2025

Bloomberg | Tech Pushes Higher Despite Trade Tensions

Mike Dickson, Ph.D. October 17, 2025

It’s All About The Earnings

Mike Dickson, Ph.D. October 16, 2025

Schwab Network: Small Cap Allocation Tips as Sector Rallies

Mike Dickson, Ph.D. September 26, 2025

Weekly Market Recap

Zachary Hill, CFA® September 2, 2025

Earnings With An Upside

Mike Dickson, Ph.D. August 14, 2025

Weekly Market Recap

Zachary Hill, CFA® August 11, 2025

FOX Business: Markets will ‘reward’ Big Tech’s $400B investment in AI, chief investment officer argues

Scott Ladner August 4, 2025

Can High-Risk Stocks Stay in Gear?

Mike Dickson, Ph.D. July 31, 2025

A Small-Cap Surprise Party

Mike Dickson, Ph.D. February 13, 2025

Weekly Market Recap | 02/03/2025

Zachary Hill, CFA® February 3, 2025

Weekly Market Recap | 1/27/2025

Zachary Hill, CFA® January 27, 2025

Weekly Market Recap | 1/21/2025

Zachary Hill, CFA® January 21, 2025

Weekly Market Recap | 1/13/2025

Zachary Hill, CFA® January 13, 2025

Schwab Network: Mega Caps vs the Market

Mike Dickson, Ph.D. October 25, 2024

Schwab Network: Earnings are showing a resilient economy

Zachary Hill, CFA® October 18, 2024

Stocks Come Roaring Back

Mike Dickson, Ph.D. August 22, 2024

Corporate Earnings Update: A (Mostly) Rosy Picture

Mike Dickson, Ph.D. August 15, 2024

July is Hot!

Mike Dickson, Ph.D. June 26, 2024

Fox Business: Tech is where earnings growth is in second half of year

Scott Ladner May 29, 2024

Bloomberg: Are we at the doorstep of a small-cap rally?

Scott Ladner May 7, 2024

Yahoo! Finance: The new market needs a new catalyst

Scott Ladner May 7, 2024

Weekly Market Recap | 5/06/24

Zachary Hill, CFA® May 6, 2024

Weekly Market Recap | 4/29/24

Zachary Hill, CFA® April 29, 2024

The Fed’s bar to hike is almost impossibly high at this point.

Scott Ladner April 22, 2024

CNBC: What’s ahead for the markets in March?

Scott Ladner March 4, 2024

Market Update with Zach Hill, CFA® | February 2024

Zachary Hill, CFA® February 13, 2024

Scott Ladner

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Can High-Risk Stocks Stay in Gear?

Mike Dickson, Ph.D.

Momentum may be tested this week After bottoming out in early April in response to Trump’s first tariff announcement, the S&P 500 has rebounded —

A Small-Cap Surprise Party

Mike Dickson, Ph.D.

Earnings have been much better than expected thus far among the market’s small companies. Large-company stocks have outpaced their small-cap peers since the start of

Weekly Market Recap | 02/03/2025

Zachary Hill, CFA®

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

Weekly Market Recap | 1/27/2025

Zachary Hill, CFA®

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

Weekly Market Recap | 1/21/2025

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

Weekly Market Recap | 4/29/24

Zachary Hill, CFA®

What happened last week Stocks rose for the first time in four weeks on the back of strong earnings. Economic data was weak, with GDP

The Fed’s bar to hike is almost impossibly high at this point.

Scott Ladner

Chief Investment Officer Scott Ladner joins Mornings With Maria on Fox Business to analyze this week’s earnings, recession probability, and Fed decision impacts on inflation.

CNBC: What’s ahead for the markets in March?

Scott Ladner

We expect market broadening within the S&P rather than small or mid-caps. Chief Investment Officer Scott Ladner joins CNBC to discuss what’s ahead for the

Market Update with Zach Hill, CFA® | February 2024

Zachary Hill, CFA®

Zach reviews the 4Q23 earnings season, what Horizon anticipates from the Fed and interest rates this year, and how these top-of-mind components translate into portfolio

Fox: US economy riding on ‘strong tailwind’ of GDP growth

Scott Ladner

Earnings momentum, disinflation, and a global easing cycle… is the US an attractive place to invest? Chief Investment Officer