# Thursday - June 18, 2026 Page: https://stenobird.com/podcast/the-dividend-cafe-743128/thursday-june-18-2026 Text version: https://stenobird.com/podcast/the-dividend-cafe-743128/thursday-june-18-2026.md Podcast: [The Dividend Cafe](https://stenobird.com/podcast/the-dividend-cafe-743128) Published: 2026-06-18T20:10:00+00:00 Episode link: https://podcast.dividendcafe.com/episodes/thursday-june-18-2026 Audio file: https://dts.podtrac.com/redirect.mp3/media.zencast.fm/the-dividend-cafe-1/ee4f6f08-ee08-4c69-aea5-6a148f7c6839.mp3?source=feed Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/the-dividend-cafe-743128/episodes/thursday-june-18-2026 Duration seconds: 323 ## Resource On Thursday, June 18, David Bahnsen recapped a strong market day led by the Nasdaq (up nearly 500 points, just under 2%), with the S&P 500 up just over 1% and the Dow up 72 points. Technology, consumer discretionary, and communication services led, while energy, financials, healthcare, and consumer staples lagged. He highlighted SpaceX’s roughly $2.5 trillion market cap (down from nearly $3 trillion days earlier after a 17–18% drop) and contrasted it with Amazon and Microsoft profitability versus SpaceX’s $19 billion in sales and a $9 billion loss. Economic data showed initial jobless claims at 226,000 (four-week average 223,000). Bond yields reflected further curve flattening: the 10-year fell to 4.45% while shorter maturities rose. 00:00 Welcome and Setup 00:23 Market Rally Snapshot 00:44 Sector Winners and Losers 01:07 SpaceX Valuation Reality Check 02:33 Jobless Claims Update 02:54 Yield Curve Flattening 03:28 Wrap Up and Tomorrow Preview Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-dividend-cafe-743128/episodes/thursday-june-18-2026/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/the-dividend-cafe-743128/thursday-june-18-2026.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.