| 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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| | Marc Chaikin, founder of Chaikin Analytics, is flagging a little-known company that just secured a partnership with Nvidia - one he believes positions it ahead of Tesla in the autonomous vehicle race.
With a market-moving announcement expected on July 31st, Chaikin is urging investors to swap overpriced AI stocks for this under-the-radar name before markets open. He's also releasing a free Hotlist and Hitlist of buy and sell ideas for the second half of 2026.  |
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| Ex-Dividend Stocks for Wednesday, July 22nd |
| | Company | Share Price | Amount / Period | Yield | Previous Amount | Payout Ratio | Payable Date | | APA APA | $35.47 | $0.25
quarterly | 2.54% | $0.25 | 23.3% | 8/21/26
| | LEVI Levi Strauss & Co. | $24.39 | $0.16
quarterly | 2.63% | $0.14 | 34.6% | 8/5/26
| | LOW Lowe's Companies | $203.87 | $1.25
quarterly | 2.33% | $1.20 | 40.6% | 8/5/26
| | Please note you must purchase shares of these companies by the market close today to receive the next dividend payment. |
Frontieras (FASF) has developed technology that extracts hydrogen, diesel, and fertilizer from coal without burning it - targeting a $2.1 trillion addressable market. The company just broke ground on its $850M flagship facility in West Virginia and has its NASDAQ ticker reserved.
Their first Reg A+ round was oversubscribed by $25M and reopened due to investor demand. Over 12,000 investors have already joined, and the share price increases after August 6.  |
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Ex-Dividend Stocks for Thursday, July 23rd |
| | Company | Share Price | Amount / Period | Yield | Previous Amount | Payout Ratio | Payable Date | | AGX Argan | $612.98 | $0.50
quarterly | 0.34% | $0.50 | 17.6% | 7/31/26
| | CVS CVS Health | $109.45 | $0.67
quarterly | 2.55% | $0.67 | 117.2% | 8/3/26
| | DX Dynex Capital | $13.12 | $0.17
monthly | 15.72% | $0.17 | 120.7% | 8/3/26
| | LTC LTC Properties | $42.69 | $0.19
monthly | 5.88% | $0.19 | 92.3% | 7/31/26
| | MRSH Marsh & McLennan Companies | $182.16 | $0.99
quarterly | 2.21% | $0.90 | 45.0% | 8/14/26
| | TEN Tsakos Energy Navigation | $39.98 | $1.00 | 5.15% | - | 16.3% | 7/30/26
| | Please note you must purchase shares of these companies by the market close tomorrow to receive the next dividend payment. |
The move toward machine-driven work isn't one trade - it's spreading across industrial automation, warehouse robotics, robotic surgery, machine vision, and perception hardware simultaneously.
Seven stocks cover the full range: one semiconductor-test leader whose Q1 revenue climbed from $686M to $1.282B with zero debt, a warehouse robotics firm with a $22.7B backlog and its first GAAP profit, and the world's dominant robotic-surgery franchise now trading 31% below its 52-week high.
Get the full breakdown of all seven names, their catalysts, and key risks.  |
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Ex-Dividend Stocks for Friday, July 24th |
| | Company | Share Price | Amount / Period | Yield | Previous Amount | Payout Ratio | Payable Date | | ACI Albertsons Companies | $14.66 | $0.17
quarterly | 4.66% | $0.17 | 212.5% | 8/7/26
| | BUSE First Busey | $29.63 | $0.26
quarterly | 3.54% | $0.26 | 46.2% | 7/31/26
| | CNXC Concentrix | $24.09 | $0.36
quarterly | 5.71% | $0.36 | -6.8% | 8/4/26
| | COKE Coca-Cola Consolidated | $180.95 | $0.25
quarterly | 0.56% | $0.25 | 13.7% | 8/7/26
| | COST Costco Wholesale | $928.96 | $1.47
quarterly | 0.62% | $1.47 | 29.6% | 8/7/26
| | FSCO FS Credit Opportunities | $4.99 | $0.06
monthly | 14.41% | $0.06 | - | 7/31/26
| | GEHC GE HealthCare Technologies | $62.31 | $0.04
quarterly | 0.22% | $0.04 | 3.3% | 8/14/26
| | KALU Kaiser Aluminum | $163.70 | $0.77
quarterly | 1.95% | $0.77 | 33.6% | 8/14/26
| | LKFN Lakeland Financial | $61.70 | $0.52
quarterly | 3.37% | $0.52 | 48.7% | 8/5/26
| | NVT nVent Electric | $160.37 | $0.21
quarterly | 0.52% | $0.21 | 27.9% | 8/7/26
| | PFE Pfizer | $24.89 | $0.43
quarterly | 7.15% | $0.43 | 131.3% | 9/1/26
| | PG Procter & Gamble | $147.56 | $1.09
quarterly | 2.98% | $1.09 | 63.6% | 8/17/26
| | PNR Pentair | $61.12 | $0.27
quarterly | 1.40% | $0.27 | 26.5% | 8/7/26
| | SIG Signet Jewelers | $90.40 | $0.35
quarterly | 1.59% | $0.35 | 13.5% | 8/21/26
| | TYG Tortoise Energy Infrastructure | $44.11 | $0.48
monthly | 12.36% | $0.48 | - | 7/31/26
| | UNM Unum Group | $88.33 | $0.51
quarterly | 2.29% | $0.46 | 43.9% | 8/14/26
| | 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 | 5.33% | GBX 1,067.01 | 41.39% | 5.29% | 1.87 | £2.66K | | FSK FS KKR Capital Corp. | 27.62% | $1.68 | N/A | 1.81% | N/A | $3.08K | | BGEO Lion Finance Group PLC | 4.59% | GEL 1,622.58 | 31.57% | 4.90% | 2.25 | GEL497.89K | | WPP WPP plc | 5.31% | GBX 31.90 | N/A | 4.75% | N/A | £2.96K | | EFC Ellington Financial Inc. | 11.63% | $1.56 | 93.98% | 4.36% | 8.14 | $1.69K | | PRGO Perrigo Company plc | 10.95% | $1.16 | N/A | 5.21% | N/A | $1.45K |
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