Q2 2026 was the best year on Wall Street since 2020 and AI led the way. But the gains weren’t evenly distributed and we discuss what’s sustainable and what’s not in the market. Plus, we discuss Meta becoming a neocloud and look back on the U.S. stocks that defined the past four decades. Travis Hoium, Lou Whiteman, and Jason Moser discuss record Q2 performance, how AI ruled the day, and Meta — the Neocloud? Also, what happened to compute constraint? Plus, a history of U.S. stocks and stocks on our radar. Companies discussed: Meta Platforms (META), Netflix (NFLX), Amazon (AMZN), Apple (AAPL), Alphabet (GOOG, GOOGL), Walmart (WMT), Home Depot (HD), Microsoft (MSFT), Cisco (CSCO), Dell (DELL), GE (GE), Columbia Banking (COLB), Axon (AXON). Host — Travis Hoium; Guests — Lou Whiteman, Jason Moser.

Guests: Lou Whiteman,Jason Moser

Published: Sat 4 July 2026