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☆ Investors are hoping Big Tech earnings next week could revive a flagging bull market
▼ + stars: | 2024-04-19 | by ( Sarah Min | ) www.cnbc.com time to read: +7 min

The Big Tech earnings next week could revive a flagging market, or at least give investors direction into where stocks are going from here. Wall Street is hoping next week's megacap tech results will give investors insight into where the artificial intelligence trade is going from here, as a bounce in tech could lift the indexes. They're also hoping a slew consumer commentary will give investors insight into the state of the economy. However, he said any pullback in the tech names could give investors an opening to start "nibbling away" at additional exposure. Personal Income 10 a.m. Michigan Sentiment NSA final Earnings: T. Rowe Price Group , Colgate-Palmolive , Exxon Mobil , Chevron , AbbVie , Phillips 66

Persons: Tesla, They're, Kim Forrest, Elon Musk, Emily Leveille, Scott Ladner, Ladner, Horizon's Ladner, FactSet, Baker Hughes, Philip Morris, Lockheed Martin, Raymond James Financial, Rowe Price, Phillips Organizations: Big Tech, Google, Microsoft, Bokeh, Nasdaq, Investors, Deutsche Bank, Reuters, Thornburg Investment Management, Meta, Consumer, Visa, Chicago, Verizon Communications, Ameriprise, Truist, PMI, New, Richmond Fed, Enphase, Tesla, NextEra, Philip Morris International, Halliburton, United Parcel Service, PepsiCo, Lockheed, Raytheon Technologies, GE Aerospace, Grill, Business Machines, Lam Research, Ford Motor, Technology, Waste Management, Universal Health Services, Raymond, Boeing, Hilton Worldwide Holdings, . Kansas City Fed Manufacturing, Mobile, Capital, Financial Corp, Intel, Western Digital, Comcast, American Airlines Group, Southwest Airlines, Valero Energy, Caterpillar, Tractor Supply, Royal Caribbean Group, GE, PCE, NSA, Rowe Price Group, Colgate, Palmolive, Exxon Mobil, Chevron Locations: China, Europe, U.S, NextEra Energy, Freeport, McMoRan, . Kansas, Michigan, AbbVie

☆ The S&P 500 just turned in its best first quarter since 2019
▼ + stars: | 2024-03-28 | by ( Krystal Hur | ) edition.cnn.com time to read: +7 min

The S&P 500 index rose 10.2% during the first three months of the year, its best first-quarter performance since 2019. The S&P 500 on Thursday logged its 22nd record-high close of the year. Companies in the S&P 500 saw earnings grow 4.3% during the fourth quarter of 2023 from the prior year, according to FactSet data. Analysts polled by FactSet expect S&P 500 earnings to grow by more than 10% for all of 2024. About 140,000 cars a day traversed the I-35W bridge that once stood more than 100 feet above the Mighty Mississippi.

Persons: Bell, Bitcoin, What’s, Leslie Thompson, Warren Buffett’s, Zachary Hill, ”, Elisabeth Buchwald, Samantha Delouya, Ron DeSantis, DeSantis, Disney’s, Bob Chapek, “ Don’t, ” Chapek, ” DeSantis, “ I’m, Read, Francis Scott Key, Alicia Wallace, ” Christopher Phelan, ” Read Organizations: CNN Business, Bell, New, New York CNN, Traders, Dow Jones Industrial, Nasdaq, Investment Research, Dow, Apple, Nvidia, Meta, Microsoft, Spectrum Wealth Management, Companies, FactSet, Research, Horizon Investments, Disney, Central, Republican Gov, Central Florida Tourism, Twin, University of Minnesota, CNN Locations: New York, China, Florida, Central Florida, Central Florida Tourism District, Orlando, Baltimore, Minneapolis, Mississippi, Twin Cities, Mighty Mississippi, Minnesota

☆ Stock futures fall slightly after Dow's worst week since October: Live updates
▼ + stars: | 2024-03-10 | by ( Sarah Min | ) www.cnbc.com time to read: +2 min

Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., February 29, 2024. U.S. stock futures fell slightly Sunday night after the Dow Jones Industrial Average closed out its worst week since October. Investors are also looking ahead to inflation data due out later this week. S&P 500 futures and Nasdaq 100 futures declined 0.17% and 0.38%, respectively. The 30-stock Dow slid 0.93% last week, marking its worst performance since October.

Persons: Dow, —, Mike Dickson Organizations: New York Stock Exchange, Dow Jones, Dow Jones Industrial, Nasdaq, Investors, Nvidia, Meta, Federal, Traders, Fed, Horizon Investments, Oracle Locations: New York City, U.S

☆ Market broadening will happen within the S&P, rather than small or mid-caps, says Scott Ladner
▼ + stars: | 2024-03-01 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMarket broadening will happen within the S&P, rather than small or mid-caps, says Scott LadnerScott Lander, Horizon Investments CIO, discusses what's ahead for the markets in March.

Persons: Scott Ladner Scott Lander Organizations: Horizon Investments

☆ Megacap U.S. stocks are carrying the rest of the world. Here are the risks, and where to look for diversification
▼ + stars: | 2024-02-19 | by ( Hakyung Kim | ) www.cnbc.com time to read: +7 min

Megacap tech stocks aren't just powering the U.S. stock market — they're also holding the world together. U.S. equities now comprise 70% of the MSCI World Index, the benchmark for large- and mid-cap companies across 23 developed markets. The MSCI World Index shifts regional and country weights based on broader economic trends. High levels of market concentration in the late 1920s to early 1930s, as well as 2000, coincided with a market top, he noted. The Europe Stoxx 600 has risen only 2.6% year to date, underperforming the U.S. broad market index.

Persons: Goldman Sachs, Scott Rubner, Peter Berezin, Berezin, NVDA, Phillip Colmar, that's, Mike Dickson, Dickson, Warren Buffett's, Colmar, It's, you've, Germany DAX Organizations: Apple, Microsoft, Nvidia, BCA Research, Big Tech, MRB Partners, Horizon Investments, Nikkei, British FTSE, France CAC Locations: U.S, Europe, Colmar, Japan, Asia, Germany, France

☆ Japan's stock market roared back to life in 2023, and investors expect even more gains ahead. How to trade it
▼ + stars: | 2024-01-25 | by ( Sarah Min | ) www.cnbc.com time to read: +6 min

Japanese stocks had one of their best years in recent memory, and they could rally even more in 2024. .N225 ALL mountain Big gains for Nikkei in 2023 That momentum has carried into early 2024. What's more, Wall Street sees no signs of Japanese stocks slowing down. In early 2023, Japanese stocks surged after the highest Shunto wage hike in 30 years was passed, at above 3% from above 2% the year prior, according to the Japan Times . Corporate earnings and economic growth Another driver for Japanese stocks this year could be strong corporate earnings and economic growth.

Persons: Warren Buffett, What's, BofA's Masashi Akutsu, Akutsu, Fumio Kishida, Scott Ladner, Ladner, we've, they're, Glovista's Carlos Asilis, there's, Bernstein, Neil Beveridge, Horizon's Ladner Organizations: Mitsubishi, Mitsui, Itochu, Sumitomo, Nikkei, Japan Times, Horizon Investments, Japan, Japan Hedged Equity, U.S . Federal Reserve, Bank of America, Toyota, U.S Locations: Japan, That's

☆ Markets will see more gains this year, led by under-hyped tech stocks, says Scott Ladner
▼ + stars: | 2024-01-23 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMarkets will see more gains this year, led by under-hyped tech stocks, says Scott LadnerScott Ladner, Horizon Investments CIO, discusses the markets' all-time highs and investing outside of the U.S.

Persons: Scott Ladner Scott Ladner Organizations: Horizon Investments

☆ Wages are keeping up with inflation, says Horizon Investments' Zachary Hill
▼ + stars: | 2023-11-24 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWages are keeping up with inflation, says Horizon Investments' Zachary HillZachary Hill, Horizon Investments head of portfolio management, joins 'Squawk on the Street' to discuss how he invests between now and Christmas, his thoughts on the mega-cap tech stocks, and more.

Persons: Zachary Hill Zachary Organizations: Horizon Investments Locations: Zachary Hill Zachary Hill

☆ CNBC Daily Open: An alternative to Altman
▼ + stars: | 2023-11-20 | by ( Yeo Boon Ping | ) www.cnbc.com time to read: +2 min

Andrew Caballero-reynolds | Afp | Getty ImagesThis report is from today's CNBC Daily Open, our new, international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. The Nasdaq increased 2.4%, its first three-week positive streak since June. Even if it were the latter, OpenAI is "not the only game in town," as industry analyst Patrick Moorhead put it. In other words, there will be other companies — like Anthropic or Google — more than ready to assume AI leadership.

Persons: Sam Altman, Andrew Caballero, reynolds, Stocks, Scott Ladner, OpenAI, Sam Altman's, Ilya, Zachary Lipton, Patrick Moorhead Organizations: Economic Cooperation, APEC, Afp, Getty, CNBC, Dow Jones, Nasdaq, Dow, Horizon Investments, Carnegie Mellon University Locations: Asia, San Francisco , California, U.S

☆ CNBC Daily Open: Trouble in AI paradise
▼ + stars: | 2023-11-20 | by ( Yeo Boon Ping | ) www.cnbc.com time to read: +3 min

This report is from today's CNBC Daily Open, our new, international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. [PRO] Nvidia earnings in focus After the flurry of inflation reports last week, this week looks comparatively quiet in terms of economic data releases. In other words, there will be other companies — like Anthropic or Google — more than ready to assume AI leadership. And Nvidia's report, out Tuesday, will in all probability reassure investors shaken by the cracks in the gilded world of generative AI.

Persons: Sam Altman, Michael Herzog, Musk, Stocks, Scott Ladner, OpenAI, Sam Altman's, Ilya, Zachary Lipton, Patrick Moorhead Organizations: APEC, Summit, Moscone West, CNBC, Hamas, Apple, Disney, IBM, Twitter, Media Matters, America, Dow Jones, Nasdaq, Dow, Horizon Investments, Carnegie Mellon University Locations: San Francisco , California, Israel, U.S

☆ A pain trade into the end of the year would be a rally led by small-caps, says Scott Ladner
▼ + stars: | 2023-11-17 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailA pain trade into the end of the year would be a rally led by small-caps, says Scott LadnerScott Ladner, Horizon Investments CIO, discusses the divergence in stock performance between small-cap and large-cap companies.

Persons: Scott Ladner Scott Ladner Organizations: Horizon Investments

☆ S&P 500, Nasdaq notch biggest weekly losses since March
▼ + stars: | 2023-09-22 | by ( Stephen Culp | ) www.reuters.com time to read: +4 min

Traders work on the floor of the New York Stock Exchange (NYSE) in New York City, U.S., August 15, 2023. All three posted weekly losses, with the S&P 500 and the Nasdaq registering their largest Friday-to-Friday percentage drops since March. On Thursday, the S&P 500 dipped below its 100-day moving average - a key support level - for the first time since March, Its failure to break above that level suggests the index is still under downward pressure. Among the 11 major sectors of the S&P 500, consumer discretionary (.SPLRCD) suffered the steepest percentage loss, while tech (.SPLRCT) and energy (.SPNY) were the only gainers. The S&P 500 posted one new 52-week high and 35 new lows; the Nasdaq Composite recorded 33 new highs and 321 new lows.

Persons: Brendan McDermid, Alibaba, Zachary Hill, Hill, Jerome Powell, Michelle Bowman, Robert Pavlik, Li Auto, Stephen Culp, Ankika Biswas, Shristi, David Gregorio Our Organizations: New York Stock Exchange, REUTERS, Reuters, UAW, Dow, Nasdaq, Horizon Investments, Benchmark U.S, Treasury, Dakota Wealth, Dow Jones, Ford Motor, United Auto Workers, Activision, Microsoft, PDD Holdings, Baidu, Bloomberg, Hong, NYSE, Thomson Locations: New York City, U.S, Hong Kong, Charlotte , North Carolina, Fairfield , Connecticut, Bengaluru

☆ Strong labor market provides medium-term support for asset prices, says Horizon Investments' Hill
▼ + stars: | 2023-09-11 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStrong labor market provides medium-term support for asset prices, says Horizon Investments' HillZachary Hill, head of portfolio management at Horizon Investments, joins 'Squawk Box' to discuss what to expect from this week's economic data, Hill's expectations for rate cuts this year, and if the energy sector makes sense.

Persons: Zachary Hill Organizations: Horizon Investments

☆ Investors are getting bearish on China — but see other upside opportunities in Asia
▼ + stars: | 2023-08-31 | by ( Hakyung Kim | ) www.cnbc.com time to read: +4 min

However, some investors believe a bearish China story is shifting the spotlight onto investment opportunities in other Asian markets. Morgan Stanley downgraded the iShares MSCI China ETF (MCHI) to equal weight from overweight in early August, citing lower earnings growth expectations and structural challenges. Opportunity in Japan Japan currently stands out as a "particularly attractive" investment play, according to Horizon Investments chief investment officer Scott Ladner. Investors can get access to the Japanese market through the iShares MSCI Japan ETF (EWJ) , which has an expense ratio of 0.5% and more than $13 billion in assets. Ways to play the space include the iShares MSCI South Korea ETF (EWY) , the Franklin FTSE South Korea ETF (FLKR) and the iShares MSCI Taiwan ETF (EWT) .

Persons: Morgan Stanley, Wells, Jay Bryson, Scott Ladner, Ladner, Seth Carpenter, it's, Carlos Asilis, China —, Asilis, Franklin Templeton's FLKR, we've Organizations: Horizon Investments, Bank of Japan, Glovista Investments, Korea ETF, Franklin FTSE, Franklin FTSE South Korea ETF, U.S Locations: China, Wells Fargo, Japan Japan, Japan, Asia, Pacific, South Korea, Taiwan, Korea, Franklin FTSE South, Australia, India, Vietnam, Indonesia

☆ Stock futures are little changed as investors await Powell’s Jackson Hole speech: Live updates
▼ + stars: | 2023-08-24 | by ( Hakyung Kim | ) www.cnbc.com time to read: +2 min

U.S. stock futures were flat Thursday night as Wall Street looked toward Federal Reserve Chairman Jerome Powell's Jackson Hole speech on Friday morning. However, the markets turned negative for the day as investors grew more cautious ahead of Powell's remarks. Despite Thursday's declines, both the S&P 500 and Nasdaq are holding on to weekly gains of 0.2% and 1.3%, respectively. The Jackson Hole Economic Symposium in Wyoming brings together central bankers and key financial officials from across the world. During last year's gathering, stocks fell following Powell's hawkish speech.

Persons: Jerome Powell's Jackson, Powell's, Dow, Powell, Zachary Hill, Jackson, Hill Organizations: New York Stock Exchange, Federal, Dow Jones, Nasdaq, Jackson, Horizon Investments Locations: Wyoming

Traders work on the floor of the New York Stock Exchange (NYSE) in New York City, U.S., July 20, 2023. Uber (UBER.N) fell after the ride-hailing company missed second-quarter revenue expectations. Arista Networks (ANET.N) stocks rose as the network gear maker forecast quarterly revenue above estimates after delivering better-than-expected results. According to preliminary data, the S&P 500 (.SPX) lost 12.25 points, or 0.26%, to end at 4,576.94 points, while the Nasdaq Composite (.IXIC) lost 62.11 points, or 0.43%, to 14,284.20. JetBlue Airways (JBLU.O) stocks dropped after it lowered its annual profit forecast due to a hit from the termination of its revenue-sharing deal with American Airlines (AAL.O).

Persons: Brendan McDermid, It's, Scott Ladner, Echo Wang, Johann M Cherian, Vinay Dwivedi, Richard Chang Organizations: New York Stock Exchange, REUTERS, PMI, Dow, Nasdaq, Horizon Investments, Caterpillar, Pfizer, Treasury, Arista Networks, Dow Jones, Norwegian Cruise, JetBlue Airways, American Airlines, Thomson Locations: New York City, U.S, New York, Bengaluru

For the week, the Nasdaq climbed 2.02%, while the S&P rose 1.01%, and the Dow gained 0.66%. The gains gave the S&P 500 its highest close since April 4, 2022. Barclays said investors flocked to equities this week, with inflows of $10 billion to U.S.-listed stocks, according to a note to clients. Advancing issues outnumbered declining ones on the NYSE by a 2.64-to-1 ratio; on Nasdaq, a 2.81-to-1 ratio favored advancers. The S&P 500 posted 27 new 52-week highs and two new lows; the Nasdaq Composite recorded 83 new highs and 84 new lows.

Persons: Scott Ladner, Win Murray, Diamond Hill, Jerome Powell, Brendan McDermid, Peers, Dow, Jim Farley, Carolina Mandl, Kamdar, Johann M, Maju Samuel, Deepa Babington Organizations: Dow, Nasdaq, Big Tech, Federal Reserve, Horizon Investments, Dow Jones, Barclays, New York Stock Exchange, REUTERS, Peers Nvidia, Marvell Technology, Treasury, Bank of Japan, Procter & Gamble, Ford, Enphase Energy, Juniper Networks, Exxon Mobil, Chevron, Reata Pharmaceuticals, NYSE, Thomson Locations: China, U.S, New York City, New York, Bengaluru

U.S. annual inflation slowed considerably in June, likely pushing the Federal Reserve closer to ending its fastest interest rate hiking cycle since the 1980s, data showed on Friday. Barclays said investors flocked to equities this week, with inflows of $10 billion to U.S.-listed stocks, according to a note to clients. On the earnings front, Intel's (INTC.O) results and forecast pointed to an improving PC market, sending the chipmaker's shares up. The yield on the U.S. 10-year note slipped from 4% hit in the previous session, lifting megacap growth and technology stocks sharply higher. Reata Pharmaceuticals (RETA.O) surged after Biogen (BIIB.O) agreed to buy the rare disease drugmaker for nearly $6.5 billion.

Persons: Scott Ladner, Win Murray, Diamond Hill, Jerome Powell, Peers, Dow, Jim Farley, Carolina Mandl, Kamdar, Johann M, Maju Samuel, Deepa Babington Organizations: Horizon Investments, Federal Reserve, Nasdaq, Dow Jones, Barclays, Peers Nvidia, Marvell Technology, Treasury, Bank of Japan, Procter & Gamble, Ford, Enphase Energy, Juniper Networks, Exxon Mobil, Chevron, Reata Pharmaceuticals, Thomson Locations: China, U.S, New York, Bengaluru

☆ Ladner: We've likely seen the peak in rates and the lows in multiples
▼ + stars: | 2023-07-24 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailLadner: We've likely seen the peak in rates and the lows in multiplesScott Ladner, Horizon Investments CIO, discusses what's ahead for the busiest week of the summer on Wall Street.

Persons: We've, Scott Ladner Organizations: Ladner, Horizon Investments

☆ Stock futures rise slightly as investors await economic data in run-up to month, quarter end
▼ + stars: | 2023-06-26 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

Traders work on the floor of the New York Stock Exchange (NYSE) in New York City, May 30, 2023. Stock futures were modestly higher Monday night as investors looked toward the next batch of economic data and readied for the end of June and the second quarter. S&P 500 futures and Nasdaq-100 futures each also gained around 0.2%Those moves follow a losing day on Wall Street. The Nasdaq Composite led the way down, dropping nearly 1.2% as investors took profits on some technology stocks. The S&P 500 closed down by about 0.5%, while the Dow was finished slightly below flat.

Persons: Tesla, Dow, Friday's, Scott Ladner, Russell Organizations: New York Stock Exchange, Stock, Dow Jones, Nasdaq, Nvidia, Dow, Horizon Investments, Walgreens Locations: New York City, Russia

☆ Market could see some correction in the near-term, says Horizon Investments' Zachary Hill
▼ + stars: | 2023-06-23 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMarket could see some correction in the near-term, says Horizon Investments' Zachary HillZachary Hill, Horizon Investments head of portfolio management, joins 'Squawk Box' to discuss the latest market trends, whether stocks are due for a correction, and more.

Persons: Zachary Hill Zachary Organizations: Horizon Investments Locations: Zachary Hill Zachary Hill

☆ Wall Street is placing its bets for a big Fed meeting and inflation reports
▼ + stars: | 2023-06-09 | by ( Scott Schnipper | ) www.cnbc.com time to read: +6 min

The betting is also that the latest inflation reading for May that will be reported Tuesday, just as the two-day Fed meeting gets underway, will show additional progress in the fight against higher prices. Those views have helped power a broader stock market rally on Wall Street this month. In fact, the combination of the narrow stock market rally in 2023, until this month at least, plus the low VIX reading, leads Demmert to expect a 10% stock market correction at some point. "The stock market at large is in overbought territory and investors are very complacent, which was the case prior to the past three major declines within this 18-month bear market. Between the June and September meetings, the Fed would get three more inflation and three more payrolls reports.

Persons: Russell, Scott Ladner, Ladner, James Demmert, that's, Demmert, Jerome Powell's, Paul Ashworth, Ashworth, Jerome Powell, John Wiley, CNBC's Hakyung Kim, Michael Bloom, Jeff Cox Organizations: Fed, CME Group, CPI, Horizon Investments, Street Research, Investors, North, Capital Economics, Capital, UBS, Federal, Philadelphia Fed, Adobe, University of Michigan Locations: Charlotte , North Carolina, SPX, downtrends, North America

☆ Is it time for investors to give equities a look?
▼ + stars: | 2023-05-18 | by ( Bob Pisani | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIs it time for investors to give equities a look? Scott Ladner, CIO of Horizon Investments, joined CNBC's Bob Pisani on ETF Edge to evaluate possible opportunities with equity ETFs.

☆ Playing market defense with high-quality ETFs
▼ + stars: | 2023-05-17 | by ( Kevin Schmidt | ) www.cnbc.com time to read: +2 min

Amid rolling banking stress and ongoing inflation and recession concerns, the flight to high-quality funds has become more appealing for exchange-traded fund investors. "Our clients are really worried about what they see in the marketplace -- high interest rates, high inflation," Paglia said. "So, it's not a coincidence that you see high quality and low volatility being in the driver's seat." While Ladner explained the benefits of junk-seeking strategies, he affirmed that quality is still the standout factor in a slow-growth market environment. "That behavioral modification aspect to investing in a quality portfolio in a time of economic uncertainty can be just as powerful as the economic implications of doing that."

☆ Investments are flowing into fixed-income and cash alternatives, says Horizon's Scott Ladner
▼ + stars: | 2023-05-15 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestments are flowing into fixed-income and cash alternatives, says Horizon's Scott LadnerAnna Paglia, Head of ETFs and Indexed Strategies for Invesco, and Scott Ladner, CIO of Horizon Investments, join 'Halftime Report' to talk the top performing ETF this year, fixed income ETF flows, and cash alternative investments.

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