Episode 1221: Wednesday - November 19, 2025

Market Recap and Insights: AI Chip Earnings and Economic Data Delays

In this episode of Dividend Cafe, Brian Szytel from The Bahnsen Group provides a market update for November 19th. After four negative trading days, the markets saw slight gains with notable attention on the largest AI chip company's positive earnings report. Concerns are discussed about the sustainability of high capital expenditures among trillion-dollar market cap companies amidst stretched valuations. Limited economic data due to government delays is also addressed, along with comments on the FOMC minutes and the unlikelihood of a December rate cut. Brian clarifies The Bahnsen Group's stance on market seasonality, emphasizing a focus on fundamentals over time-of-year influences. The episode wraps up with a look forward to upcoming economic data reports.

00:00 Introduction and Market Overview

00:26 AI Chip Company Earnings and Market Impact

01:36 Economic Calendar and Fed Decisions

02:45 Market Seasonality and Investment Strategy

03:30 Final Thoughts and Upcoming Data

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com