Tech

Schwab Network: Hidden Pitfalls in the AI & Anti-AI Trades

Zachary Hill, CFA® February 27, 2026

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Expectations Bump Into Reality For The Nasdaq

Mike Dickson, Ph.D. February 26, 2026

Looking beyond tech for positive earnings surprises Investors’ sky-high hopes for technology companies are being

Weekly Market Recap

Zachary Hill, CFA® February 17, 2026

What Happened Last Week SaaS-Pocalypse Now (Redux): AI disruption fears again led investors to sell

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

FOX Business: How can Americans invest ‘through the new normal’?

Scott Ladner December 9, 2024

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BNN Bloomberg: The Latest Homebuilder Data

Scott Ladner November 21, 2024

The latest homebuilder data could provide some promising signals for the housing market. Chief Investment

Schwab Network: What’s next for small caps and the Fed?

Scott Ladner November 19, 2024

Chief Investment Officer Scott Ladner dove into the key forces shaping today’s markets during a

BNN Bloomberg: Current macro landscape in the U.S.

Scott Ladner October 8, 2024

Chief Investment Officer Scott Ladner joined BNN Bloomberg for a wide-ranging conversation on the post-COVID

Schwab Network: China’s Will-They-Won’t-They Stimulus Package

Scott Ladner October 2, 2024

During a recent conversation with Schwab Network, Chief Investment Officer Scott Ladner highlighted three key

Bloomberg: A Divided Fed Raises Questions About Future Cuts

Zachary Hill, CFA® September 23, 2024

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

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