AI Earnings Boom, Small Caps & SpaceX: Mike Dickson's Bold Q3 Market Outlook

AI Earnings Boom, Small Caps & SpaceX: Mike Dickson's Bold Q3 Market Outlook

Can the stock market continue climbing through the third quarter? Are AI stocks still the best investment—or is Wall Street's next big opportunity hiding elsewhere? On this episode of The Money Path [https://youtube.com/playlist?list=PLf7jplX9ww4qpkCtKwqrK4K91Ml5HtXdu&si=MCdgHnncMXg8Q9Ub], host Todd M. Schoenberger sits down with Mike Dickson, Head of Research & Quantitative Strategies at Horizon Investments, to break down the forces shaping the second half of 2026. Mike explains why AI-driven productivity continues to fuel stronger-than-expected corporate earnings, why small-cap stocks may finally be stepping into the spotlight, and what investors should expect from the Federal Reserve under new Chairman Kevin Warsh. The discussion also explores whether the semiconductor rally still has room to run, why software companies could become the next AI winners, the outlook for housing and inflation, and why investors should exercise patience before chasing SpaceX. Topics include: * AI's next phase beyond the Magnificent Seven * Why earnings expectations could still be too low * Small-cap stocks vs. large-cap technology * Federal Reserve policy and inflation outlook * Housing market recovery prospects * SpaceX valuation and IPO strategy * Q3 market risks and opportunities * What investors should be watching next Don't miss one of the most comprehensive market outlooks as Wall Street enters the second half of the year. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbWhXNmoycnVsNUN5RjhNYlQ1a2VkaG1WWHA2d3xBQ3Jtc0ttUjliSkxGQWZmckR4bzV2dlY5clBKS19sS0JmTFpjOTFqRVFHU0dNY3hLQXp6NDhEYXM2THo2V2dvNWdyNE9xU2xZRXItVnR3cEJaczlKanByUDhrc2MwNmc3RG1NWVhCbzEwRmJUd3RPNktyMWlfZw&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=B26p491B3Oo]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. #TheMoneyPath #MikeDickson #ToddSchoenberger #Investing #StockMarket #WallStreet #ArtificialIntelligence #AIStocks #SmallCaps #Semiconductors #FederalReserve #Inflation #InterestRates #EarningsSeason #SpaceX #HousingMarket #MarketOutlook #InvestSmart #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Keith Schneider: Wall Street's Summer Rally Is Just Getting Started?

Could the market be gearing up for one of its strongest seasonal rallies of the year? In this exclusive clip from Keith's Corner, Keith Schneider, CEO & Co-Founder of MarketGauge.com, tells host Todd M. Schoenberger why he believes Wall Street is entering a historically bullish stretch as the third quarter begins. 📈 Keith explains: Why July has some of the strongest seasonal trends of the year The key market internals confirming the rally What the McClellan Oscillator is signaling now Why geopolitical headlines may not derail stocks Whether investors should expect a "sizzler" on Wall Street this summer If you're wondering whether this rally still has room to run, you won't want to miss Keith's outlook. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. #KeithsCorner #KeithSchneider #MarketGauge #WallStreet #StockMarket #Investing #Stocks #SP500 #Nasdaq #BullMarket #MarketOutlook #TechnicalAnalysis #McClellanOscillator #Seasonality #Q3 #SummerRally #EarningsSeason #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Jay Hatfield: Negative CPI Shock? Why Stocks Could Explode Higher Toward 9,000

Could Wall Street be dramatically underestimating what the next inflation report will reveal? On this episode of ⁠Hatfield Economics⁠ [https://watch.biztalktodaytv.com/], host Todd M. Schoenberger sits down with Jay Hatfield, CEO of Infrastructure Capital Management and CIO of the ICAP ETFs, to discuss one of the boldest macro forecasts on Wall Street. Jay explains why he believes the June CPI report could come in negative, driven by collapsing oil and gasoline prices, falling shelter inflation, and easing tariff pressures. If he's right, it could reshape expectations for Federal Reserve policy, Treasury yields, mortgage rates, and the stock market. Jay also discusses why he expects three Fed rate cuts over the next year, why the bond market—not Fed Funds futures—is sending the real signal, and why the current earnings cycle could push the S&P 500 toward—and potentially beyond—his 9,000 target. Plus, he shares his latest investment ideas, including why he remains bullish on Amazon, Lockheed Martin, Bank of America, Citizens Financial, and KKR, while providing an update on the strong performance of the QVOL ETF and its nearly 12% annualized distribution strategy. Topics include: * Why Jay predicts a negative June CPI report * Falling oil prices and what they mean for inflation * Why the Fed may have no choice but to cut rates * Could mortgage rates fall below 6%? * Why earnings—not valuations—are driving this bull market * S&P 500 outlook: 9,000... or even higher? * Amazon and Lockheed Martin investment thesis * Financial stocks poised to outperform * QVOL ETF performance and dividend strategy * Long-term investing versus hedge fund trading Don't miss one of the most bullish—and controversial—market outlooks of the year. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbEZXdFB3UnlnTTNoRHVBdDZGd1g4dVBfX2std3xBQ3Jtc0ttR3hHRFFIYS1QVFVUOGI0UkR1dzQwMjJwMHVuUmlPQVVOYU5vaWZfamVtSllpcVpDM0JmdUpXUkNHUV9UdTFEcjVYbDZYaVIxTWNDd014OXRya0VEWVdKNkNldkY0Y3o3Mnk1d0trdk1PQndvWjZkbw&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=a7_rETSrEcQ]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. #HatfieldEconomics #JayHatfield #ToddSchoenberger #StockMarket #CPI #Inflation #FederalReserve #InterestRates #SP500 #Investing #WallStreet #Economy #OilPrices #Amazon #LockheedMartin #BankOfAmerica #KKR #QVOL #BizTalkTodayTV #Markets Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Jay Hatfield: Negative CPI Shock? Why Stocks Could Explode Higher Toward 9,000

Could Wall Street be dramatically underestimating what the next inflation report will reveal? On this episode of Hatfield Economics [https://watch.biztalktodaytv.com/], host Todd M. Schoenberger sits down with Jay Hatfield, CEO of Infrastructure Capital Management and CIO of the ICAP ETFs, to discuss one of the boldest macro forecasts on Wall Street. Jay explains why he believes the June CPI report could come in negative, driven by collapsing oil and gasoline prices, falling shelter inflation, and easing tariff pressures. If he's right, it could reshape expectations for Federal Reserve policy, Treasury yields, mortgage rates, and the stock market. Jay also discusses why he expects three Fed rate cuts over the next year, why the bond market—not Fed Funds futures—is sending the real signal, and why the current earnings cycle could push the S&P 500 toward—and potentially beyond—his 9,000 target. Plus, he shares his latest investment ideas, including why he remains bullish on Amazon, Lockheed Martin, Bank of America, Citizens Financial, and KKR, while providing an update on the strong performance of the QVOL ETF and its nearly 12% annualized distribution strategy. Topics include: * Why Jay predicts a negative June CPI report * Falling oil prices and what they mean for inflation * Why the Fed may have no choice but to cut rates * Could mortgage rates fall below 6%? * Why earnings—not valuations—are driving this bull market * S&P 500 outlook: 9,000... or even higher? * Amazon and Lockheed Martin investment thesis * Financial stocks poised to outperform * QVOL ETF performance and dividend strategy * Long-term investing versus hedge fund trading Don't miss one of the most bullish—and controversial—market outlooks of the year. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbEZXdFB3UnlnTTNoRHVBdDZGd1g4dVBfX2std3xBQ3Jtc0ttR3hHRFFIYS1QVFVUOGI0UkR1dzQwMjJwMHVuUmlPQVVOYU5vaWZfamVtSllpcVpDM0JmdUpXUkNHUV9UdTFEcjVYbDZYaVIxTWNDd014OXRya0VEWVdKNkNldkY0Y3o3Mnk1d0trdk1PQndvWjZkbw&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=a7_rETSrEcQ]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. #HatfieldEconomics #JayHatfield #ToddSchoenberger #StockMarket #CPI #Inflation #FederalReserve #InterestRates #SP500 #Investing #WallStreet #Economy #OilPrices #Amazon #LockheedMartin #BankOfAmerica #KKR #QVOL #BizTalkTodayTV #Markets Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Keith Schneider: Small Caps Break Out, AI Leads Again & Is Q3 Ready to Rally?

Markets continue to climb—but where are the biggest opportunities now? On today's episode of ⁠Keith's Corner⁠ [https://watch.biztalktodaytv.com/], host Todd M. Schoenberger sits down with Keith Schneider, CEO & Co-Founder of MarketGauge.com, to break down the technical signals shaping the second half of 2026. Keith explains why seasonal trends and improving market internals point to continued strength over the next several weeks, why small-cap stocks are stealing the spotlight, and why semiconductors remain one of the market's strongest leadership groups. Topics include: * 📈 Bullish seasonal trends for the next 5–6 weeks * 📊 Why the McClellan Oscillator just turned positive * 🚀 Small caps (IWM) hitting new highs while the S&P regains momentum * 🤖 AI, semiconductors, and where smart money is rotating * 💰 How MarketGauge's proprietary models are outperforming in 2026 * 🏦 Regional banks, biotech, and the next leadership sectors * 🌍 Israel, Lebanon, Iran, and what Middle East developments could mean for global markets * ⚖️ Why risk management matters more than reacting to headlines * 🔮 Preparing investors for Q3 and the upcoming earnings season Don't miss one of the market's sharpest technical minds as Keith shares actionable insights for navigating today's rapidly changing investment landscape. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbVpTYjl5Qm9WX3V5SXlzUGlBa1pIZy1ONko4Z3xBQ3Jtc0ttSEVESm1ncE01clpybTJqVTBYZEt1RjBmb3RIRHZaT0c1RTNJQjNiTl9Ib3JJV1VjcjNBT2laX1RKRldkanBMT1JpT3gxQnR6SGpuVGdfTDFFbFQtMElqWEZEMDlfenZTamIzR0lSS2tielRraGU2MA&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=gl7f43Q8sZs]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. #KeithsCorner #KeithSchneider #ToddSchoenberger #MarketGauge #StockMarket #WallStreet #Investing #SmallCaps #AI #Semiconductors #TechnicalAnalysis #Biotech #RegionalBanks #EarningsSeason #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]