Episode
AI Earnings Boom, Small Caps & SpaceX: Mike Dickson's Bold Q3 Market Outlook
- Podcast
- Biz Talk Today TV
- Published
- Jul 1, 2026
- Duration seconds
- 1869
- Processing state
not_requested- Canonical source
- https://traffic.megaphone.fm/FPMN5984493578.mp3
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Summary
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, 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 📧 Contact on Email: [email protected] 📲 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 off…