Market Pulse, Dividend Radar & Q&A: AI Trade, SaaS Selloff & Magellan Aerospace Deep Dive

Chris White Mar 05, 2026
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Join your hosts, Chris and Ryan, as they kick things off with Market Pulse, breaking down the latest from hyperscalers — Microsoft, Meta, Amazon, and Google — and what their rising capex budgets mean for the broader AI trade. We unpack the rolling SaaS selloff and why we think the "SaaS-pocalypse" may be nearing its end. We share our Tweets of the Week on the VIX and bifurcated market conditions, highlight notable dividend raises from gold and infrastructure names in Dividend Radar, and tackle sentiment-driven drawdowns and high-beta investing in our Q&A spotlight. We then deep dive into Magellan Aerospace (MAL) as this week's stock highlight, and wrap up with an investor education segment on combining fundamentals with price momentum.

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