Trading Talks: The Stocks Everyone’s Watching in Q3 Earnings Season
Is this the most bearish rally the market has ever seen—and can Q3 2026 earnings season finally prove it wrong?
In this episode of Exness Trading Talks, Michael Stark and Clay Webster from FXStreet break down why market breadth has collapsed even as the S&P 500 sits near all-time highs, which Magnificent Seven earning reports could move the market most, and what traders should be watching in tech, energy, and consumer stocks over the coming weeks.
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Many traders focus on the index level and lose sight of the bigger picture. This episode explores why only 37% of S&P 500 stocks are trading above their 50-day moving average, why Meta’s new AI agent Muse could be the most-watched story of the quarter, and why Netflix’s slowdown may say less about streaming and more about its evolution into a blue-chip stock.
Using practical examples from recent earning reports from PepsiCo and Walmart, Fed rate hike expectations, and the pre-earnings run-up pattern seen in stocks like Micron, the discussion covers Q3 2026 earnings season, AI valuation concerns, market breadth, and why energy stocks with strong refining capacity may outperform.
đź’ˇ Key insights in this episode:
✔️ Why market breadth has weakened even as major indices sit near highs
✔️ What to expect from Meta, Amazon, Alphabet, and Microsoft’s upcoming earnings
✔️ Why Netflix’s slowdown may reflect its shift into a blue-chip stock
✔️ How Chinese chipmakers like CXMT could eventually challenge the AI supply chain
✔️ Why oil refiners may benefit more than producers this earnings season
✔️ How a pre-earnings run-up pattern has played out in stocks like Micron
✔️ Why inflation data, not the Fed alone, could decide the next leg for blue-chips
✔️ Which stocks Clay is watching most closely, including Amazon, Apple, and Cerebras Systems
This episode will help you understand what’s driving sentiment in Q3 2026 earnings season across tech, energy, and consumer stocks, and how to position ahead of the biggest reports.
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