Welcome to the Dividing Cafe, weekly market commentary focused on dividends in your portfolio and dividends in your understanding of economic life.

Well, hello and welcome to the Monday Dividend Cafe. I am your host, David Bonson.

I am sitting in the Newport Beach Studio where the market is now closed and I've been kind

of in combat here for quite a while, began very early this morning.

Actually things really kicked into high gear last night.

I want to talk about what I think is a pretty historical day in the market in a lot of

ways.

Now you say, okay, geez, this

sounds either really good or really bad. Look, the Dow today was up 289 points. So that sounds

like a good day, correct? It's one of the worst days in the NASDAQ in quite some time. And at

3.30 in the morning, Pacific time this morning, it was down a thousand points.

The biggest company in the world today, at least it was the biggest company in the world

at the beginning of the day, was down 17%, that being obviously, NVIDIA.

So it was a very big day.

And yet, as I say, the Dow was up 289 points,

even as the NASDAQ was down, 3.1 percent, and that is only 600 and 12 points, I believe,

where the thousand point futures was where they started off at when I got up this morning.

So it's been a roller coaster and obviously it begs the question as to why and what and what's going on. So I'm going to tell you all that now. And there may be some things I don't get to

today that are covered at diviningcafe.com. I'm going to try to cover all of it here on the video

and podcast. But basically, what had happened Sunday

was report that the China AI tool, think of it like their version of ChatGBT, because it

basically almost is. It's called Deep Seek was the most popular app in terms of these AI tools

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