Kim Bolton’s Top Picks for Oct. 6, 2026 - BNN Bloomberg
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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.
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