Tech Stocks

Move Over, Tech

Mike Dickson, Ph.D. February 11, 2026

Stock market returns are broadening out Technology stocks’ stranglehold on U.S. markets appears to be

The Sort-Of-Magnificent 7

Mike Dickson, Ph.D. December 10, 2025

Five of the “Mag 7” tech stocks are lagging the broader market Is a shift

BNN Bloomberg: “We think in 2026 the way to play AI is going to be more from an infrastructure standpoint”

Scott Ladner December 8, 2025

CNBC: This is still a tech-driven, AI-driven market

Scott Ladner October 9, 2025

CNBC: Dow drops nearly 700 points, Nasdaq tumbles 3% in tech-driven sell-off: Live updates

Zachary Hill, CFA® April 17, 2025

CNBC: Technology and AI are going to diffuse into the rest of the economy

Scott Ladner January 23, 2025

Watch Now

Quarterly Report | Opportunities and Risks in 2025

Scott Ladner January 16, 2025

OVERVIEW Stocks posted mixed results during the fourth quarter of 2024. Investors were initially encouraged

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

Q3 2024 – Strategies in Review

Zachary Hill, CFA® October 11, 2024

Gain Strategies Despite returns of over 5% for both global stocks (MSCI All Country

Schwab Network: “Fed put” is alive and well.

Scott Ladner August 15, 2024

Homebuilders and housing stocks may be a smart first play for the anticipated September cut

BNN Bloomberg: AI to boost productivity by 20-30%

Scott Ladner August 12, 2024

Slower numbers do not necessarily mean weak numbers. Chief Investment Officer Scott Ladner joins BNN

CNBC: Inflation has taken a back seat to employment and growth data

Scott Ladner August 12, 2024

The markets have shown remarkable resilience, rebounding from last Monday’s sell-off. But is it time

Q2 2024 – Strategies in Review

Zachary Hill, CFA® July 9, 2024

Gain Strategies Global stocks continued their upward march in the second quarter, powered higher

Yahoo Finance: Two Factors to Watch For in Q2 Earnings

Zachary Hill, CFA® July 3, 2024

Will we see broader market growth beyond the tech giants? Head of Portfolio Management Zach

CNBC: Markets will see more gains this year, led by under-hyped tech stocks

Scott Ladner January 23, 2024

A broader tech. trade could be the largest driver in 2024 as the market moves

BNN Bloomberg: Will AI raise revenue per employee?

Scott Ladner January 22, 2024

We appear to be in a war-recovery-like period, going through an abrupt normalization process, which

The Sort-Of-Magnificent 7

Mike Dickson, Ph.D. December 10, 2025

BNN Bloomberg: “We think in 2026 the way to play AI is going to be more from an infrastructure standpoint”

Scott Ladner December 8, 2025

CNBC: This is still a tech-driven, AI-driven market

Scott Ladner October 9, 2025

CNBC: Dow drops nearly 700 points, Nasdaq tumbles 3% in tech-driven sell-off: Live updates

Zachary Hill, CFA® April 17, 2025

CNBC: Technology and AI are going to diffuse into the rest of the economy

Scott Ladner January 23, 2025

Quarterly Report | Opportunities and Risks in 2025

Scott Ladner January 16, 2025

Schwab Network: Mega Caps vs the Market

Mike Dickson, Ph.D. October 25, 2024

Q3 2024 – Strategies in Review

Zachary Hill, CFA® October 11, 2024

Schwab Network: “Fed put” is alive and well.

Scott Ladner August 15, 2024

BNN Bloomberg: AI to boost productivity by 20-30%

Scott Ladner August 12, 2024

CNBC: Inflation has taken a back seat to employment and growth data

Scott Ladner August 12, 2024

Q2 2024 – Strategies in Review

Zachary Hill, CFA® July 9, 2024

Yahoo Finance: Two Factors to Watch For in Q2 Earnings

Zachary Hill, CFA® July 3, 2024

CNBC: Markets will see more gains this year, led by under-hyped tech stocks

Scott Ladner January 23, 2024

BNN Bloomberg: Will AI raise revenue per employee?

Scott Ladner January 22, 2024

Move Over, Tech

Mike Dickson, Ph.D.

Stock market returns are broadening out Technology stocks’ stranglehold on U.S. markets appears to be easing—a welcome development for stockpickers and diversified investors. Soaring shares

The Sort-Of-Magnificent 7

Mike Dickson, Ph.D.

Five of the “Mag 7” tech stocks are lagging the broader market Is a shift underway among today’s tech titans? Investors who cheered as valuations

BNN Bloomberg: “We think in 2026 the way to play AI is going to be more from an infrastructure standpoint”

Scott Ladner

CNBC: This is still a tech-driven, AI-driven market

Scott Ladner

CNBC: Dow drops nearly 700 points, Nasdaq tumbles 3% in tech-driven sell-off: Live updates

Zachary Hill, CFA®

CNBC: Technology and AI are going to diffuse into the rest of the economy

Scott Ladner

Watch Now

Quarterly Report | Opportunities and Risks in 2025

Scott Ladner

OVERVIEW Stocks posted mixed results during the fourth quarter of 2024. Investors were initially encouraged by positive economic news and an uncontested U.S. Presidential election,

Schwab Network: Mega Caps vs the Market

Mike Dickson, Ph.D.

Head of Research and Quantitative Strategies Mike Dickson joined Schwab Network to highlight the U.S.’s strong economic growth, with the Atlanta Fed’s GDP forecast at

Q3 2024 – Strategies in Review

Zachary Hill, CFA®

Gain Strategies Despite returns of over 5% for both global stocks (MSCI All Country World Index) and core bonds (Bloomberg US Aggregate Index), the

Schwab Network: “Fed put” is alive and well.

Scott Ladner

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

BNN Bloomberg: AI to boost productivity by 20-30%

Scott Ladner

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

CNBC: Inflation has taken a back seat to employment and growth data

Scott Ladner

The markets have shown remarkable resilience, rebounding from last Monday’s sell-off. But is it time to feel confident? While the panic we witnessed last week

Q2 2024 – Strategies in Review

Zachary Hill, CFA®

Gain Strategies Global stocks continued their upward march in the second quarter, powered higher by continued economic resilience and investor enthusiasm around the AI-theme.

Yahoo Finance: Two Factors to Watch For in Q2 Earnings

Zachary Hill, CFA®

Will we see broader market growth beyond the tech giants? Head of Portfolio Management Zach Hill, CFA®, provided insights on the S&P 500’s performance and the

CNBC: Markets will see more gains this year, led by under-hyped tech stocks

Scott Ladner

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

BNN Bloomberg: Will AI raise revenue per employee?

Scott Ladner

We appear to be in a war-recovery-like period, going through an abrupt normalization process, which we think should lead central banks, especially the Fed, to