Ticker Talk Q2 2026

In this episode of Ticker Talk, we break down a strong second quarter for markets, including the S&P 500’s impressive rebound, the ongoing impact of AI-driven investment, and the surprising strength of small-cap and international stocks. We also discuss rising inflation, the Federal Reserve’s new leadership, geopolitical tensions with Iran, and the headline-grabbing SpaceX IPO that captured investors’ attention. Plus, we look ahead to earnings season, the evolving AI race, and key themes shaping the second half of 2026.