Broadcom Stumbles
The episode reviews Broadcom’s rare earnings miss, noting that despite solid results the market demanded flawless guidance, sending the $2 trillion‑valued stock down over 10%. Analysts point to rising competition from NVIDIA and emerging players like Marvell, as well as questions about how far chip‑sector growth can continue. The hosts also discuss strong U.S. economic data—robust job openings and payrolls—contrasting with the Fed’s tightening stance and the potential for a rate hike, while highlighting the Fed’s upcoming dot‑plot revisions and new chair Kevin Walsh’s skepticism of forward guidance. Finally, they examine the yen’s continued weakness near ¥160 per dollar, the Bank of Japan’s likely rate hike, and the limits of intervention in stabilizing the currency.
Wednesday - June 3, 2026
In this episode of the Dividend Cafe, host Brian Seitel reviews a market pullback on June 3, 2026, noting a 620‑point drop in the Dow after nine consecutive weeks of gains, while highlighting that the broader year‑to‑date performance remains strong...
Monday - June 1, 2026
In this Monday edition of Dividend Cafe, host Jason discusses the latest market moves, noting the S&P 500’s 10.7% YTD gain, a modest rally in the Dow and Nasdaq, and the Russell 2000’s 70% recovery from its 2025 low. He...
Tuesday - May 26, 2026
In this brief episode of the Dividend Cafe, host Brian Seitel reviews the market’s post‑Memorial Day performance, noting that despite geopolitical uncertainty between the U.S. and Iran, the S&P 500 and Nasdaq hit fresh record highs, up roughly 10% and 14.5%...
Morning Market Brief
In this morning market brief, Lawrence Fuller explains that a three‑day streak of stock declines is driven by rising long‑term Treasury yields, with the 30‑year hitting 5.2%—its highest level since 2007. He argues that higher rates depress growth‑stock valuations but...
Tom Lee: The Market Can Climb Higher—But Expect Turbulence | #630
In this episode, Tom Lee, co‑founder of Fundstrat Global Advisors and former J.P. Morgan chief equity strategist, discusses why the U.S. equity market can still climb higher despite the backdrop of war, record‑high oil prices and a new Federal Reserve...
Thursday - May 14, 2026
In this mid‑week Dividend Cafe briefing, host Brian Seitel reviews a broadly positive market backdrop—Dow up 370 points, S&P 500 up 0.7%, Nasdaq up 0.9%—while noting modestly higher 10‑year Treasury yields hovering around 4.48%. He highlights the boost from $202 billion...
Inflation Data, War News Could Dominate Week Ahead
The Schwab Market Update for Monday, May 11, highlighted a quiet start to the week, giving investors time to digest the strong April jobs report that showed 115,000 new jobs and a steady 4.3% unemployment rate. Upcoming key data includes...
Wednesday - May 6, 2026
In this 7‑minute Dividend Café market commentary, host Brian Seitel reviews a strong market follow‑through driven by lower oil prices, positive earnings surprises, and better‑than‑expected private payroll data. He highlights that the Dow, S&P 500, and Nasdaq posted notable gains,...
Does This Market Rhyme with 1926, 1928 or Even 1929?
The episode reviews the latest market turbulence driven by escalating tensions in the Persian Gulf, which have spiked oil prices and boosted the U.S. dollar, while U.S. equities show mixed reactions to AI hype and recent earnings. Key corporate updates...
Morning Market Brief
In this Morning Market Brief, Lawrence Fuller highlights the Nasdaq and S&P 500 hitting all‑time highs, driven by a strong rally in small‑cap stocks and upbeat earnings. He breaks down the latest economic data—Q1 GDP at 2%, personal spending up...
Apple Results Mulled as Earnings Parade Continues
The Schwab Market Update highlighted the aftermath of a blockbuster earnings week featuring Apple, Alphabet, Amazon, Meta, and Microsoft, noting that Apple beat forecasts with 16% revenue growth and a strong services segment, while Meta’s stock fell despite revenue gains...
Wednesday - April 29, 2026
In this episode of the Dividend Cafe, host Brian Seitel reviews a mixed market day marked by a dip in major indices, rising bond yields, and a surge in oil prices driven by Middle East tensions and the UAE’s exit...
The Cognitive Dissonance Is Getting Painful Here.
The episode focuses on the escalating tension between global energy markets and risk sentiment, driven by the Iran‑U.S. standoff over the Strait of Hormuz and its impact on oil prices. Host Boyd highlights record U.S. diesel exports, rising Brent and...
What’s News in Markets: Persian Gulf Oil Damage, Defense Stocks Under Fire, AI Revivals
The episode reviews the week’s market moves, highlighting record highs for the S&P 500 and Nasdaq driven by strong tech earnings and AI demand, while energy stocks surged as the Persian Gulf conflict threatens oil supply. Brent crude jumped about...