Mike Dickson says earnings remain the key driver for stocks despite higher yields, oil prices and a strong dollar. He sees earnings season as a potential catalyst for broader market participation after recent deterioration in breadth, with bank results offering clues on consumers, credit conditions, loan demand and corporate investment. Dickson also points to strong AI demand at Nvidia (NVDA), Broadcom (AVGO) and Micron (MU), while warning that high expectations have muted some stock reactions even with strong fundamentals.