Kim Bolton's Market Outlook: Technology Stocks - BNN Bloomberg

MarketsPublished: October 06, 2026 at 1:27p.m. EDTKim Bolton, president and portfolio manager at Black Swan Dexteritas, shares his outlook on Technology Stocks. Kim Bolton, President and Portfolio Manager, Black Swan DexteritasFocus: Technology StocksTop Picks: Tower Semiconductor, Palantir, Constellation Energy MARKET OUTLOOK:September lived up to its reputation as the weakest month of the year for stocks. Your BSD team managed to navigate this weakness by taking profit on our short equity index hedge and putting cash to work in our artificial intelligence (AI) infrastructure stocks. The Nasdaq composite has set new all-time highs which provides some tailwinds going into the mid-October earnings season. Robust earnings and guidance have been one of the primary drivers for this year’s AI infrastructure stock rally. The broad market indices have managed positive 2026 returns year-todate, but your BSD team still believes now is the time for risk management to be vigilant, for several reasons:Geopolitical tensionsInflation fearsRising interest ratesWeak stock market depth and breadthU. S.

ADVERTISEMENTMarket CallKim Bolton's Market Outlook: Technology StocksKim Bolton, president and portfolio manager at Black Swan Dexteritas, shares his outlook on Technology Stocks. October 06, 2026 at 12:13p.m. EDT

Classic gems, tasteful customs, legendary supercars - for Silvian, they're all fair game. He's been in love with cars and motorcycles for as long as he can remember, so it made perfect sense to eventually turn that passion into a full-time writing career. Around six years and more than 3,000 articles later, he is still going strong and doesn't plan on hitting the brakes anytime soon. Argentina is a country known for its natural beauty, soccer legends, and chainsaw-wielding president, but it probably isn’t the first place you’d expect a rad V8 supercar to be developed. However, that assumption might change once you learn about a company called Valtor, the brainchild of engineer-turned-CEO Sergio Arias. He leads a small but ambitious team of designers and engineers like himself, who’d previously caught people’s attention with the Azor GT concept last year. Now they’re back at it once again with the Eaglon, an evolution of the Azor and something that could easily be mistaken for a Ferrari by those who don’t know their automotive lore.

There's currently some tension between the video game industry and the proliferation of AI tools. You can see the evidence of this in a recent development regarding the upcoming indie game Drunken Goddess Reflux. It's a game with the objective of imbibing alcohol until a demon vomits up her soul, a decidedly unique premise that would be hard for any AI to come up with. As spotted by Rock Paper Shotgun, though, the developers had to cancel an upcoming public demo session. The decision is partly due to concerns that AI could quickly clone it for someone else's financial benefit. Instead, they will hold closed sessions for a "limited number of participants. "

In an era where time is money, small business owners constantly seek ways to streamline operations and enhance productivity. Recognizing this need, Slack has unveiled its latest feature: Work Object Embeds. This innovation allows users to bring live, interactive content directly into Slack conversations, eliminating the common hassle of constantly switching tabs and losing the flow of discussion. Work Object Embeds facilitate a seamless interaction within Slack by integrating tools and platforms that businesses may already rely on. When a team member shares a link from a supported application—be it a document, data analytics tool, or presentation software—it opens as a live and interactive piece of content directly in the conversation thread. This feature aims to keep discussions centered around the task at hand, enhancing collaboration across different team functions.