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Podcast: The Dividend Cafe
Episode: Monday - February 23, 2026
Description: Today's Post - https://bahnsen.co/40qp47X
Snowed in New York recording opens with a sharp selloff (Dow -822; S&P -1%+; Nasdaq -1.1%). Weakness tied more to AI valuation and pressure in tech and financials than tariffs. The 10-year yield fell to ~4.03%; defensives led.
AI capex for 2026 is pegged at $650B across five firms. Nvidia’s $30B OpenAI investment is expected to cycle back via chip orders.
The Supreme Court ruled 6–3 that IEEPA cannot be used to impose tariffs; Congress retains tariff authority. Refund mechanics remain unclear.
Possible alternatives incl...