Kim Bolton, president and portfolio manager at Black Swan Dexteritas, shares his outlook on Technology Stocks.

Kim Bolton's Market Outlook: Technology Stocks (April 15, 2026)

Market Call

Thanks for joining us today on Market Call. I'm Mirella Fernandez, Lindsay Biscay with us on the show. He's President and Portfolio Manager of Black Swan, Dexteritas. Taking your questions today on Technology Stocks. Here's how to reach us. 1-855-326-6266 if you would like to call in. You can also email your questions, marketcall at bnnbloomberg.ca. Kim, good to see you. Thanks for coming in. Thanks, Mirella. Nice to be here.

Let's talk about the first quarter of 2026 and where we're at. Factor in for me the last six weeks with the Iran conflict and how that has changed the course so far, if it has in your mind. Well, let's see. So we had 12, 13 weeks in the first quarter and so the first 10 hurt and then the last three everything's come back.

Sort of reminiscent of 2025. What does that tell you? I think we're going higher. That the concerns about the conflict have now been pushed aside? You know, the market is supposed to be a future predictor and so, you know, three weeks ago people thought that there'd be another taco.

So, and so they've sort of walked back and it sort of looks like the Iran war is in the rear view mirror and we're back to, and here we are in earnings season, so it's perfect timing. And I think we're back on the bandwagon for AI. I was going to say, tech has been lagging for a lot of the time.

I know Nvidia though up today almost to that $200 mark which it hasn't seen in much, in quite a while. What's your take on why tech has been lagging so far to date? It's a great question.

Kim Bolton's Market Outlook: Technology Stocks (April 15, 2026)

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Kim Bolton's Market Outlook: Technology Stocks (April 15, 2026)

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.