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Podcast: The Dividend Cafe
Episode: Thursday - February 26
Description: Brian Szytel reviews a mixed Thursday market session with the Dow slightly up, the S&P 500 down about 0.5%, and the Nasdaq down about 1.2%, highlighting value’s outperformance versus tech. He discusses Nvidia’s heavily anticipated earnings beat (including guidance) but notes the stock still fell, arguing expectations were priced in and that AI-related capex at big tech is already starting and will inevitably continue to slow from a record pace that has pushed Mag Seven free cash flow slightly negative; as free cash flow rebounds, he expects more shareholder returns via buybacks, acquisitions, and potential dividend growth. He then expl...