Curia Investment Show 15: Dividend Stocks Strike Back? China AI, Volatility & Market Rotation

Are dividend stocks quietly staging a comeback?In this episode, we examine the recent rotation out of high-flying AI names and into dividend-paying equities after years of underperformance. What’s driving the shift — deflation expectations, volatility, or simple factor rotation? And does it signal something bigger beneath the surface of the market?We also explore the competitive landscape in artificial intelligence, including the evolving role of Chinese AI and what it could mean for U.S. technology leadership. Finally, we break down the recent rise in market volatility, what the VIX is actually telling investors, and how to interpret today’s cross-currents across sectors.As always, we close with a look at specific stocks on our radar and the themes shaping capital flows right now.