2026 Q2 Market Recap (Mid-year Review) & Q3 Outlook

Published on July 8, 2026

Stocks staged a powerful recovery in Q2. The S&P 500 gained 15% and closed near record highs as oil round-tripped back to pre-conflict levels, AI enthusiasm returned, and the rally broadened well beyond the handful of names that led the market for three years.

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Observations of An Industrial Revolution

July 8, 2026
Significant interest appears to be accumulating around capacity expansion in the market. The primary mechanism driving this activity may be a structural capital expenditure cycle (CapEx). One where a prevailing market dynamic could transform one company’s CapEx directly into another company’s revenue. .

Mid-Year Update

July 8, 2026
The first half of 2026 has provided a considerable amount of news for investors to digest. Notably, equity markets were higher by nearly 10%, oil prices spiked over 50% before retreating nearly back to where they started, there is a new Chair of the Federal Reserve in Kevin Warsh, and AI infrastructure spending surged.