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Tech

BNN Bloomberg: The underleveraged U.S. consumer

Scott Ladner September 10, 2024

September holds its notorious history of challenging stocks. How could interest rate cuts affect the

Schwab: The “War and War Recovery” Cycle of the Markets

Scott Ladner September 4, 2024

Despite Nvida’s recent slump, the market kept moving. Chief Investment Officer Scott Ladner joins Schwab

CNBC: The story with NVIDIA is about the economy adopting AI

Scott Ladner August 29, 2024

Watch out above. Here comes revenue per employee. Chief Investment Officer Scott Ladner joins CNBC

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

BNN Bloomberg: Is the Nvidia party over?

Zachary Hill, CFA® June 21, 2024

Head of Portfolio Management Zach Hill, CFA®, joins BNN Bloomberg to share our thoughts on

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

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

Tech Sector Thumbs Its Nose at Higher Rates

Zachary Hill, CFA® May 31, 2023

Is the fast-moving market moving too fast? Technology stocks generally hate higher interest rates. Tech

A Tale of Two Markets

Mike Dickson, Ph.D. April 12, 2023

There’s tech, and there’s the rest Investors in tech stocks these days are a wildly

Schwab: The “War and War Recovery” Cycle of the Markets

Scott Ladner September 4, 2024

CNBC: The story with NVIDIA is about the economy adopting AI

Scott Ladner August 29, 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

BNN Bloomberg: Is the Nvidia party over?

Zachary Hill, CFA® June 21, 2024

Weekly Market Recap | 5/06/24

Zachary Hill, CFA® May 6, 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

Tech Sector Thumbs Its Nose at Higher Rates

Zachary Hill, CFA® May 31, 2023

A Tale of Two Markets

Mike Dickson, Ph.D. April 12, 2023

Categories

Topics

BNN Bloomberg: The underleveraged U.S. consumer

Scott Ladner

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

Schwab: The “War and War Recovery” Cycle of the Markets

Scott Ladner

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

CNBC: The story with NVIDIA is about the economy adopting AI

Scott Ladner

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.

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

BNN Bloomberg: Is the Nvidia party over?

Zachary Hill, CFA®

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.

Weekly Market Recap | 5/06/24

Zachary Hill, CFA®

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

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

Tech Sector Thumbs Its Nose at Higher Rates

Zachary Hill, CFA®

Is the fast-moving market moving too fast? Technology stocks generally hate higher interest rates. Tech companies often need ongoing access to lots of capital to

A Tale of Two Markets

Mike Dickson, Ph.D.

There’s tech, and there’s the rest Investors in tech stocks these days are a wildly happy bunch. Everybody else? Not so much. The gap between