Episode 1267: Tuesday - February 10, 2026
Mid-February Market Analysis and AI Volatility
Mid-February Market Analysis and AI Volatility
In this episode of Dividend Cafe, Brian Szytel covers the market performance on February 10th, highlighting mixed results with slight gains in the DOW and declines in the S&P and NASDAQ. He discusses significant moves in the bond market, including a drop in 10-year Treasury rates, and comments on the anticipated impacts of incoming Fed Chair Kevin Walsh. Szytel also reviews economic data, noting a lower-than-expected Small Businesses Optimism Survey and flat retail sales for December. He touches on the potential effects of upcoming CPI data and AI-related market volatility, projecting that AI will be a transformative technology despite the current volatility in its investment landscape.
00:00 Introduction and Market Overview
00:34 Bond Market Movements
01:29 Economic Data Insights
02:37 Upcoming CPI Report
04:00 AI Volatility Discussion
05:06 Conclusion and Sign-Off
Links mentioned in this episode: DividendCafe.com
Brian Szytel is the Co-CIO and Senior Managing Director of The Bahnsen Group.
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