A look back at what actually worked in the first half of 2026 versus what the consensus predicted in January. Great for humility about forecasts and a setup for second-half positioning. Today&#x27;s Stocks &amp; Topics: Clean Harbors, Inc. (CLH), Market Wrap, Microsoft Corporation (MSFT), The Streaming Industry, The Campbell&#x27;s Company (CPB), The Half-Year Scoreboard, Vanguard Information Technology ETF (VGT), State Street Technology Select Sector SPDR ETF (XLK), Xometry, Inc. (XMTR), Iron Mountain Incorporated (IRM), Indexes Performance. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com Advertising Inquiries: https://redcircle.com/brands

The Half-Year Scoreboard

InvestTalk

This is InvestTalk from KPP Financial, helping investors make sense of the markets one day at a time. Here's your host, Justin Klein.

Good afternoon, fellow investors, and welcome back to another edition of InvestTalk. We are now into the back half of the year. It's crazy, right? The second quarter is behind us. That means the first half is behind us. A lot to unpack during this hour with you. Our job is to give you data and perspective, and today is a special day in the fact that we're able to look back in the first half and start to think about what the second half might have in store.

Usually, you start to see some trends begin in the second quarter that kind of propels us into the back half of the year. We're going to look at that and much, much more on today's show. Now, let me thank all of you who participated in our Wealth webinar yesterday on income, how to produce income, what are the pitfalls of various income generation sources.

If you missed it and you want to watch it again, you can go over to our YouTube channel. It is up over there, so make sure you go check that out. Now, in just a bit, we'll talk about today's Mark performance and run down the show topics, but as usual, we'll tackle this first caller question now. Hello, InvestTalk. I was trying to reach out to you guys about the following ticker symbol CLH. That's Clean Harbors Incorporated.

This is a stock that I've held. It's done very, very well. Do I need to trim my position? Do you think I should buy some more? I'll listen for your answer. Hope you have a good evening. Thanks. Bye.

The Half-Year Scoreboard

Read the full transcript

The candid version is on a podcast,
not the earnings call.

The Half-Year Scoreboard

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.