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The Monday Dividend Cafe reviews a volatile market session where early gains faded despite oil dropping on renewed Iran-talk hopes; the Nasdaq finished slightly down, the S&P flat, and the Dow up 0.5%. The host flags NVIDIA’s move to guarantee $250B in financing for an OpenAI data center and notes NVIDIA fell 5%, while highlighting widening CCC credit spreads as a developing risk signal. Sector performance showed rotation rather than broad risk-off, with staples up and energy down on the day, and notable dispersion across semiconductors and software. Policy coverage includes a six-month tariff extension shifting toward Section 301 (10–12%) with expected legal challenges, plus midterm implications tied to Michigan’s Senate race. Economic notes: durable goods strength largely driven by data centers; new home sales up modestly but down YoY with prices off peak. Ahead: FOMC under Chair Warsh, balance-sheet tightening possibility, and ongoing earnings season.

00:00 Monday Market Rundown

00:15 Oil Hopes Fade

01:30 NVIDIA Financing Shock

02:21 Credit Spreads Warning

04:00 Sector Rotation Month

04:45 Semis And Software Dispersion

06:21 Tariffs And Trade Policy

07:49 Midterms Michigan Bellwether

10:11 Durables And Data Centers

10:51 Housing And Mortgage Lock In

11:58 Warsh Fed Meeting Preview

14:32 Oil Move And Midstream

14:45 QandA Links And Wrap Up

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