Room For Tech To Run?
Mike Dickson, Ph.D.
June 16, 2026
History suggests that technology stocks may not be done delivering gains Tech stocks have once
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History suggests that technology stocks may not be done delivering gains Tech stocks have once
What Happened Last Week Tech-Led Selloff: Tech stocks fell sharply on Friday, with semiconductors leading
Tech-heavy index is on a tear After a long wait, tech stock investors have plenty
What Happened Last Week Tech-Fueled Rally: U.S. markets posted their best week of the year
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Looking beyond tech for positive earnings surprises Investors’ sky-high hopes for technology companies are being
What Happened Last Week SaaS-Pocalypse Now (Redux): AI disruption fears again led investors to sell
OVERVIEW Stocks posted mixed results during the fourth quarter of 2024. Investors were initially encouraged
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The latest homebuilder data could provide some promising signals for the housing market. Chief Investment
Chief Investment Officer Scott Ladner dove into the key forces shaping today’s markets during a
Chief Investment Officer Scott Ladner joined BNN Bloomberg for a wide-ranging conversation on the post-COVID
During a recent conversation with Schwab Network, Chief Investment Officer Scott Ladner highlighted three key
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
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
The markets have shown remarkable resilience, rebounding from last Monday’s sell-off. But is it time
Head of Portfolio Management Zach Hill, CFA®, joins BNN Bloomberg to share our thoughts on
What happened last week Earnings: Strong earnings from AI-exposed mega-cap technology supported a modest rally
A broader tech. trade could be the largest driver in 2024 as the market moves
We appear to be in a war-recovery-like period, going through an abrupt normalization process, which
Is the fast-moving market moving too fast? Technology stocks generally hate higher interest rates. Tech
There’s tech, and there’s the rest Investors in tech stocks these days are a wildly
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Topics
History suggests that technology stocks may not be done delivering gains Tech stocks have once again been on a roll lately. The Nasdaq-100 Index is
What Happened Last Week Tech-Led Selloff: Tech stocks fell sharply on Friday, with semiconductors leading the decline. Hot Labor Data: Yields rose as investors reckoned
Tech-heavy index is on a tear After a long wait, tech stock investors have plenty to cheer about. It took a whopping 167 days, but
What Happened Last Week Tech-Fueled Rally: U.S. markets posted their best week of the year amid a sharp snapback in tech and mega-caps. Strait Confusion:
Looking beyond tech for positive earnings surprises Investors’ sky-high hopes for technology companies are being met these days by a far more earthbound reality. Case
What Happened Last Week SaaS-Pocalypse Now (Redux): AI disruption fears again led investors to sell first and ask questions later in software and other parts
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,
The latest homebuilder data could provide some promising signals for the housing market. Chief Investment Officer Scott Ladner visited BNN Bloomberg to discuss how potential
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
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
During a recent conversation with Schwab Network, Chief Investment Officer Scott Ladner highlighted three key sectors to watch in the months ahead: Technology (boosted by
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
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
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
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.
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
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
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
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
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