EPISODE · Jul 13, 2026 · 8 MIN
Will Q2 earnings season be a sell-the-news catalyst for stocks broadly?
from The Macro Minute with Darius Dale · host 42 Macro
We explore whether Q2 earnings season could become a broader "sell-the-news" catalyst for equities as elevated AI expectations collide with rising risks of downward AI capex revisions and a potentially more hawkish Federal Reserve. Darius also explains why 42 Macro believes the current AI boom exhibits classic bubble characteristics, while emphasizing that the optimal time to reduce risk is when KISS and Dr. Mo begin signaling—not simply because valuations appear stretched.
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What this episode covers
The Macro Minute is a daily morning podcast of what 42 Macro Founder & CEO Darius Dale is seeing in the overnight markets and where he\'s focused before the US stock market open.
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Will Q2 earnings season be a sell-the-news catalyst for stocks broadly?
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