| Hedge funds are rotating out of AI hype and into the hardware layer powering it. New research identifies three profitable U.S. infrastructure companies leading this shift.
One just posted 76% year-over-year data-center growth. Another holds a $12 billion backlog from global hyperscalers. A third is generating 59%+ gross margins on next-gen chips.  |
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| | More than 25 candidates were screened for share price between $1 and $5, market cap above $100 million, daily volume over 500,000 shares, and over $10 million in trailing revenue.
Only five stocks cleared every filter, spanning five different sectors. Two are profitable today, and one pays a substantial dividend.
The report also flags what could go wrong with each pick, including dilution and convertible debt.  |
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| Ex-Dividend Stocks for Tuesday, September 15th |
| | Company | Share Price | Amount / Period | Yield | Previous Amount | Payout Ratio | Payable Date | | AGM Federal Agricultural Mortgage | $225.25 | $1.60
quarterly | 2.69% | $1.60 | 35.0% | 9/30/26
| | ALLE Allegion | $155.96 | $0.55
quarterly | 1.41% | $0.55 | 28.9% | 9/30/26
| | AME AMETEK | $234.24 | $0.34
quarterly | 0.54% | $0.34 | 19.9% | 9/30/26
| | AMH American Homes 4 Rent | $31.39 | $0.33
quarterly | 3.84% | $0.33 | 104.8% | 9/30/26
| | ARCC Ares Capital | $19.83 | $0.48
quarterly | 10.26% | $0.48 | 142.2% | 9/30/26
| | ARR ARMOUR Residential REIT | $15.53 | $0.24
monthly | 17.55% | $0.24 | 77.4% | 9/29/26
| | BANC Banc of California | $18.65 | $0.12
quarterly | 2.56% | $0.12 | -114.3% | 10/1/26
| | BCE BCE | $23.56 | $0.44
quarterly | 5.49% | $0.44 | 26.0% | 10/15/26
| | BTE Baytex Energy | $5.06 | $0.02
quarterly | 1.50% | $0.02 | -10.4% | 10/1/26
| | BYD Boyd Gaming | $76.78 | $0.20
quarterly | 0.96% | $0.20 | 3.5% | 10/15/26
| | CBL CBL & Associates Properties | $55.01 | $0.63
quarterly | 4.40% | $0.63 | 36.3% | 9/30/26
| | CBU Community Financial System | $63.33 | $0.49
quarterly | 2.92% | $0.47 | 43.6% | 10/13/26
| | CCI Crown Castle | $74.92 | $1.06
quarterly | 5.72% | $1.06 | 215.7% | 9/30/26
| | CSWC Capital Southwest | $24.14 | $0.19
monthly | 9.97% | $0.19 | 128.2% | 9/30/26
| | CVE Cenovus Energy | $33.68 | $0.22
quarterly | 2.15% | $0.22 | 24.6% | 9/29/26
| | CX Cemex | $10.39 | $0.03
quarterly | 1.13% | $0.03 | 35.3% | 9/24/26
| | DPZ Domino's Pizza | $323.08 | $1.99
quarterly | 2.42% | $1.99 | 45.2% | 9/30/26
| | DVN Devon Energy | $50.65 | $0.32
quarterly | 2.91% | $0.32 | 30.4% | 9/30/26
| | ECL Ecolab | $275.56 | $0.73
quarterly | 1.03% | $0.73 | 39.2% | 10/15/26
| | EFSC Enterprise Financial Services | $64.14 | $0.35
quarterly | 2.13% | $0.34 | 27.0% | 9/30/26
| | EMN Eastman Chemical | $67.76 | $0.84
quarterly | 4.52% | $0.84 | 87.5% | 10/7/26
| | EXR Extra Space Storage | $139.46 | $1.62
quarterly | 4.38% | $1.62 | 143.0% | 9/30/26
| | GATX GATX | $177.96 | $0.66
quarterly | 1.47% | $0.66 | 26.1% | 9/30/26
| | GIII G-III Apparel Group | $27.82 | $0.10
quarterly | 1.20% | $0.10 | 13.2% | 9/29/26
| | GILD Gilead Sciences | $145.78 | $0.82
quarterly | 2.43% | $0.82 | -122.8% | 9/29/26
| | GPK Graphic Packaging | $9.64 | $0.11
quarterly | 3.89% | $0.11 | 66.7% | 10/6/26
| | HOG Harley-Davidson | $28.07 | $0.19
quarterly | 2.72% | $0.19 | 46.0% | 9/29/26
| | HUN Huntsman | $9.46 | $0.09
quarterly | 2.91% | $0.09 | -33.7% | 9/30/26
| | IBP Installed Building Products | $198.96 | $0.39
quarterly | 0.65% | $0.39 | 16.8% | 9/30/26
| | IPAR Interparfums | $113.20 | $0.80
quarterly | 2.49% | $0.80 | 61.2% | 9/30/26
| | IRDM Iridium Communications | $46.39 | $0.15
quarterly | 1.22% | $0.15 | 68.2% | 9/30/26
| | IRM Iron Mountain | $113.71 | $0.86
quarterly | 2.72% | $0.86 | 247.1% | 10/2/26
| | JJSF J & J Snack Foods | $83.65 | $0.80
quarterly | 3.58% | $0.80 | 123.1% | 10/6/26
| | JXN Jackson Financial | $137.65 | $0.90
quarterly | 2.86% | $0.90 | 507.0% | 9/24/26
| | KBR KBR | $36.89 | $0.17
quarterly | 1.74% | $0.17 | 19.9% | 10/15/26
| | KO CocaCola | $89.03 | $0.53
quarterly | 2.57% | $0.53 | 63.7% | 10/1/26
| | LDOS Leidos | $133.42 | $0.43
quarterly | 1.49% | $0.43 | 16.0% | 9/30/26
| | M Macy's | $22.90 | $0.19
quarterly | 3.47% | $0.19 | 27.8% | 10/1/26
| | MBIN Merchants Bancorp | $52.98 | $0.11
quarterly | 0.81% | $0.11 | 8.8% | 10/1/26
| | MMI Marcus & Millichap | $30.91 | $0.25 | 1.63% | - | 135.1% | 10/6/26
| | MO Altria Group | $70.61 | $1.11
quarterly | 6.56% | $1.06 | 89.5% | 10/9/26
| | MRK Merck & Co., Inc. | $145.50 | $0.85
quarterly | 2.61% | $0.85 | 272.0% | 10/7/26
| | MTH Meritage Homes | $63.96 | $0.48
quarterly | 2.70% | $0.48 | 40.2% | 9/30/26
| | NEU NewMarket | $883.84 | $3.00
quarterly | 1.27% | $3.00 | 25.8% | 10/1/26
| | OCSL Oaktree Specialty Lending | $12.74 | $0.03
quarterly | 1.00% | $0.30 | 250.0% | 9/30/26
| | OVV Ovintiv | $66.24 | $0.30
quarterly | 1.95% | $0.30 | 33.9% | 9/29/26
| | PB Prosperity Bancshares | $71.80 | $0.60
quarterly | 3.28% | $0.60 | 41.6% | 10/1/26
| | PBA Pembina Pipeline | $47.94 | $0.74
quarterly | 4.17% | $0.74 | 104.4% | 9/29/26
| | PECO Phillips Edison & Company, Inc. | $38.44 | $0.12
monthly | 3.55% | $0.11 | 113.0% | 10/1/26
| | PHM PulteGroup | $118.75 | $0.26
quarterly | 0.84% | $0.26 | 10.6% | 10/2/26
| | PKG Packaging Corporation of America | $235.32 | $1.50
quarterly | 2.57% | $1.50 | 77.9% | 10/15/26
| | PSA Public Storage | $297.07 | $3.00
quarterly | 3.66% | $3.00 | 114.5% | 10/6/26
| | PSKY Paramount Skydance | $11.06 | $0.05
quarterly | 2.34% | $0.05 | 69.0% | 10/1/26
| | RNR RenaissanceRe | $328.77 | $0.41
quarterly | 0.49% | $0.41 | 2.8% | 9/30/26
| | RRR Red Rock Resorts | $55.04 | $0.26
quarterly | 1.62% | $0.26 | 36.7% | 9/30/26
| | SAH Sonic Automotive | $76.67 | $0.41
quarterly | 1.63% | $0.41 | 26.2% | 10/15/26
| | SBCF Seacoast Banking Corporation of Florida | $34.42 | $0.19
quarterly | 2.26% | $0.19 | 48.4% | 9/30/26
| | SCI Service Corporation International | $81.94 | $0.36
quarterly | 1.69% | $0.36 | 37.6% | 9/30/26
| | SFNC Simmons First National | $23.33 | $0.22
quarterly | 3.74% | $0.22 | -34.0% | 10/1/26
| | STC Stewart Information Services | $66.92 | $0.55
quarterly | 3.21% | $0.53 | 46.1% | 9/30/26
| | STRC Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock | $98.99 | $0.50 | - | $0.50 | - | 9/30/26
| | TDS Telephone and Data Systems | $37.89 | $0.04
quarterly | 0.46% | $0.04 | 5.3% | 9/30/26
| | TECK Teck Resources | $65.28 | $0.13
quarterly | 0.59% | $0.13 | 9.8% | 9/29/26
| | TKO TKO Group | $197.75 | $0.79
quarterly | 1.67% | $0.79 | 110.9% | 9/30/26
| | TMO Thermo Fisher Scientific | $610.49 | $0.47
quarterly | 0.36% | $0.47 | 10.1% | 10/15/26
| | TROW T. Rowe Price Group | $106.60 | $1.30
quarterly | 4.55% | $1.30 | 52.2% | 9/29/26
| | TSLX Sixth Street Specialty Lending | $18.17 | $0.42
quarterly | 9.33% | $0.42 | 176.8% | 9/30/26
| | UCB United Community Banks | $35.57 | $0.26
quarterly | 2.83% | $0.25 | 32.9% | 10/5/26
| | UE Urban Edge Properties | $20.59 | $0.21
quarterly | 3.91% | $0.21 | 155.6% | 9/30/26
| | UGI UGI | $37.91 | $0.38
quarterly | 4.20% | $0.38 | 50.2% | 10/1/26
| | VET Vermilion Energy | $13.49 | $0.14
quarterly | 3.55% | $0.14 | -18.5% | 9/29/26
| | VG Venture Global | $15.83 | $0.04
quarterly | 1.21% | $0.02 | 5.5% | 9/30/26
| | VLY Valley National Bancorp | $13.88 | $0.11
quarterly | 3.00% | $0.11 | 37.3% | 10/1/26
| | VRSK Verisk Analytics | $187.16 | $0.50
quarterly | 0.94% | $0.50 | 30.7% | 9/30/26
| | WH Wyndham Hotels & Resorts | $69.07 | $0.43
quarterly | 2.32% | $0.43 | 63.2% | 9/30/26
| | WOR Worthington Enterprises | $56.41 | $0.20
quarterly | 1.31% | $0.19 | 24.2% | 9/29/26
| | WS Worthington Steel | $32.92 | $0.16
quarterly | 1.62% | $0.16 | 46.0% | 9/29/26
| | XEL Xcel Energy | $74.77 | $0.59
quarterly | 3.01% | $0.59 | 64.9% | 10/20/26
| | Please note you must purchase shares of these companies by the market close today to receive the next dividend payment. |
232 companies listed on U.S. exchanges this year, raising over $251 billion by late July alone - more than five times 2025's full-year total. Yet most carry almost no analyst coverage.
We screened the entire class for average daily volume above 500,000 shares, market caps over $100 million, and at least 18 months of cash runway. Only seven names cleared every filter - four already trading, three still private.  |
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Ex-Dividend Stocks for Wednesday, September 16th |
| | Company | Share Price | Amount / Period | Yield | Previous Amount | Payout Ratio | Payable Date | | AIG American International Group | $75.72 | $0.50
quarterly | 2.53% | $0.50 | 36.6% | 9/30/26
| | ARES Ares Management | $132.31 | $1.35
quarterly | 4.21% | $1.35 | 247.7% | 9/30/26
| | ASO Academy Sports and Outdoors | $53.62 | $0.15
quarterly | 1.34% | $0.15 | 10.0% | 10/14/26
| | BDC Belden | $114.00 | $0.05
quarterly | 0.15% | $0.05 | 3.3% | 10/8/26
| | CRBG Corebridge Financial | $35.06 | $0.25
quarterly | 3.18% | $0.25 | 58.5% | 9/30/26
| | DOLE Dole | $13.44 | $0.09
quarterly | 2.61% | $0.09 | 54.8% | 10/7/26
| | FG F&G Annuities & Life | $23.19 | $0.25
quarterly | 3.44% | $0.25 | 34.1% | 9/30/26
| | FNF Fidelity National Financial | $44.44 | $0.52
quarterly | 3.96% | $0.52 | 73.5% | 9/30/26
| | FSK FS KKR Capital | $12.02 | $0.44
quarterly | 14.82% | $0.42 | -124.4% | 10/2/26
| | GOLD Gold.com | $48.15 | $0.20
special | - | - | 27.4% | 9/28/26
| | HCA HCA Healthcare | $422.50 | $0.78
quarterly | 0.82% | $0.78 | 10.4% | 9/30/26
| | HMN Horace Mann Educators | $49.54 | $0.36
quarterly | 2.83% | $0.36 | 33.6% | 9/30/26
| | ICE Intercontinental Exchange | $158.57 | $0.52
quarterly | 1.24% | $0.52 | 29.4% | 9/30/26
| | MEOH Methanex | $62.75 | $0.19
quarterly | 1.39% | $0.19 | 71.8% | 9/30/26
| | MRTN Marten Transport | $13.84 | $0.06
quarterly | 1.61% | $0.06 | 141.2% | 9/30/26
| | MSI Motorola Solutions | $470.39 | $1.21
quarterly | 1.01% | $1.21 | 38.1% | 10/15/26
| | NXPI NXP Semiconductors | $226.91 | $1.01
quarterly | 1.81% | $1.01 | 34.6% | 10/8/26
| | OLED Universal Display | $77.91 | $0.50
quarterly | 2.49% | $0.50 | 48.4% | 9/30/26
| | PAGS PagSeguro Digital | $9.91 | $0.28
quarterly | 12.61% | $0.26 | 72.7% | 9/30/26
| | PLD Prologis | $135.33 | $1.07
quarterly | 3.13% | $1.07 | 95.3% | 9/30/26
| | PR Permian Resources | $24.38 | $0.16
quarterly | 3.23% | $0.16 | 42.4% | 9/30/26
| | RNST Renasant | $41.10 | $0.24
quarterly | 2.19% | $0.24 | 28.7% | 9/30/26
| | RYN Rayonier | $20.19 | $0.26
quarterly | 4.70% | $0.26 | 231.1% | 9/30/26
| | TNL Travel + Leisure | $65.79 | $0.60
quarterly | 3.08% | $0.60 | 65.6% | 9/30/26
| | TSM Taiwan Semiconductor Manufacturing | $419.78 | $1.11
quarterly | 1.11% | $0.95 | 21.4% | 10/8/26
| | VAC Marriott Vacations Worldwide | $101.76 | $0.80
quarterly | 3.19% | $0.80 | -32.9% | 9/30/26
| | WU Western Union | $7.10 | $0.24
quarterly | 13.16% | $0.24 | 76.4% | 9/30/26
| | Please note you must purchase shares of these companies by the market close tomorrow to receive the next dividend payment. |
Ex-Dividend Stocks for Thursday, September 17th |
| | Company | Share Price | Amount / Period | Yield | Previous Amount | Payout Ratio | Payable Date | | BBY Best Buy | $94.02 | $0.96
quarterly | 4.58% | $0.96 | 63.9% | 10/8/26
| | CRM Salesforce | $257.69 | $0.44
quarterly | 0.67% | $0.44 | 16.0% | 10/8/26
| | GEF Greif | $82.43 | $0.62
quarterly | 2.93% | $0.62 | 77.7% | 10/1/26
| | HBAN Huntington Bancshares | $16.92 | $0.16
quarterly | 3.56% | $0.16 | 48.1% | 10/1/26
| | HPE Hewlett Packard Enterprise | $56.77 | $0.14
quarterly | 1.10% | $0.14 | 29.7% | 10/16/26
| | KLIC Kulicke and Soffa Industries | $80.68 | $0.21
quarterly | 0.97% | $0.21 | 37.8% | 10/7/26
| | RCL Royal Caribbean Cruises | $254.48 | $1.50
quarterly | 2.26% | $1.50 | 37.1% | 10/8/26
| | VICI VICI Properties | $25.07 | $0.46
quarterly | 7.16% | $0.45 | 69.8% | 10/8/26
| | Please note you must purchase shares of these companies by the market close tomorrow to receive the next dividend payment. |
| Dividend Stock IdeasThis is a list of companies that meet common criteria that investors use to evaluate dividend stocks. This list contains companies that have dividend yields greater than 3%, payout ratios of less than 75% (or less than 100% for REITs), five-year average annual dividend growth of at least 1.5% and a minimum market cap of $1 billion. |
| | Company | Dividend Yield | Annual Payout | Payout Ratio | Annual Dividend Growth | P/E Ratio | Market Cap | | TBCG TBC Bank Group PLC | 3.79% | GBX 897.92 | 33.81% | 5.29% | 1.92 | £2.81K | | FSK FS KKR Capital Corp. | 25.23% | $1.68 | N/A | 1.81% | N/A | $3.32K | | EFC Ellington Financial Inc. | 12.10% | $1.56 | 95.12% | 4.36% | 7.83 | $1.66K | | CYRBY Cyrela Brazil Realty SA | 8.25% | $0.44 | 46.81% | 11.38% | 5.21 | $1.88K | | BRSL Brightstar Lottery | 8.43% | $0.92 | 70.77% | 80.39% | 8.21 | $1.99K | | BBSEY BB Seguridade Participacoes SA | 8.49% | $0.66 | 73.33% | 6.13% | 8.65 | $15.11K |
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