| The petrodollar arrangement that Kissinger brokered in 1974 officially expired in June 2024. China has slashed U.S. Treasury holdings by 45% from peak, and central banks are swapping dollars for gold at the fastest pace since the Cold War.
Porter Stansberry believes Trump is channeling more than $3 trillion toward securing the minerals, chips, and infrastructure that make AI possible - and companies at those chokepoints like Vertiv (up 500%), GE Vernova (up 700%), and Arista Networks (up 750%) are already moving.
Porter's new briefing names one asset to buy today plus five stocks positioned at the narrowest chokepoints of what he calls the Silicon Dollar.  |
|
|
| | On May 4, 2026, NERC issued only the third Level 3 grid warning in history - the highest grade short of an active emergency. AI data centers have grown so large that a single facility tripping offline can pull over 1,000 megawatts off the grid in seconds.
ERCOT projects 14% load growth in 2026 alone. MISO expects 35% peak-load growth by 2035. Meanwhile, 69 US jurisdictions now have moratoriums on new data-center builds. The companies that own the electrons - regulated utilities, nuclear IPPs, gas-turbine specialists - may be on the verge of a historic repricing.  |
|
| Ex-Dividend Stocks for Monday, June 1st |
| | Company | Share Price | Amount / Period | Yield | Previous Amount | Payout Ratio | Payable Date | | AEM Agnico Eagle Mines | $183.56 | $0.45
quarterly | 0.97% | $0.45 | 16.9% | 6/15/26
| | ALL Allstate | $206.51 | $1.08
quarterly | 1.99% | $1.08 | 9.5% | 7/1/26
| | ASB Associated Banc | $27.83 | $0.24
quarterly | 3.41% | $0.24 | 33.3% | 6/15/26
| | ASH Ashland | $57.97 | $0.42
quarterly | 3.22% | $0.42 | -10.8% | 6/15/26
| | BALL Ball | $54.53 | $0.20
quarterly | 1.33% | $0.20 | 23.1% | 6/15/26
| | BCC Boise Cascade | $69.98 | $0.22
quarterly | 1.11% | $0.22 | 29.7% | 6/17/26
| | BWA BorgWarner | $71.93 | $0.17
quarterly | 1.19% | $0.17 | 40.2% | 6/15/26
| | CTVA Corteva | $78.41 | $0.18
quarterly | 0.91% | $0.18 | 42.4% | 6/15/26
| | CWEN Clearway Energy | $41.14 | $0.47
quarterly | 4.90% | $0.46 | 4,675.0% | 6/15/26
| | EQH Equitable | $41.35 | $0.30
quarterly | 2.83% | $0.27 | -38.0% | 6/8/26
| | ESI Element Solutions | $42.40 | $0.08
quarterly | 0.79% | $0.08 | 51.6% | 6/15/26
| | ESNT Essent Group | $57.90 | $0.35
quarterly | 2.22% | $0.35 | 19.9% | 6/10/26
| | EXPD Expeditors International of Washington | $158.44 | $0.81 | 1.06% | - | 26.2% | 6/15/26
| | FFBC First Financial Bancorp. | $30.76 | $0.25
quarterly | 3.24% | $0.25 | 35.3% | 6/15/26
| | FNB F.N.B. | $17.46 | $0.13
quarterly | 2.93% | $0.12 | 32.1% | 6/15/26
| | GLNG Golar LNG | $49.75 | $0.25
quarterly | 1.80% | $0.25 | 72.5% | 6/10/26
| | GPI Group 1 Automotive | $317.55 | $0.55
quarterly | 0.65% | $0.55 | 8.4% | 6/15/26
| | GS The Goldman Sachs Group | $1,024.02 | $4.50
quarterly | 2.02% | $4.50 | 32.9% | 6/29/26
| | GTX Garrett Motion | $32.76 | $0.08
quarterly | 1.25% | $0.08 | 18.7% | 6/15/26
| | HAS Hasbro | $86.17 | $0.70
quarterly | 3.16% | $0.70 | -168.7% | 6/11/26
| | HIG The Hartford Insurance Group | $127.29 | $0.60
quarterly | 1.76% | $0.60 | 16.9% | 7/2/26
| | HLI Houlihan Lokey | $141.46 | $0.70
quarterly | 1.90% | $0.60 | 45.0% | 6/15/26
| | IBKR Interactive Brokers Group | $86.97 | $0.09
quarterly | 0.44% | $0.08 | 13.8% | 6/12/26
| | JKHY Jack Henry & Associates | $136.37 | $0.61
quarterly | 1.70% | $0.61 | 34.1% | 6/19/26
| | LMT Lockheed Martin | $529.82 | $3.45
quarterly | 2.65% | $3.45 | 66.8% | 6/26/26
| | LYB LyondellBasell Industries | $66.49 | $0.69
quarterly | 3.96% | $0.69 | -110.8% | 6/8/26
| | MAN ManpowerGroup | $31.74 | $0.72 | 4.83% | - | -389.2% | 6/15/26
| | MCK McKesson | $741.47 | $0.82
quarterly | 0.40% | $0.82 | 8.5% | 7/1/26
| | MCRI Monarch Casino & Resort | $120.26 | $0.30
quarterly | 1.22% | $0.30 | 20.3% | 6/15/26
| | MGEE MGE Energy | $75.50 | $0.48
quarterly | 2.51% | $0.48 | 48.7% | 6/15/26
| | MLM Martin Marietta Materials | $582.80 | $0.83
quarterly | 0.58% | $0.83 | 7.9% | 6/30/26
| | MTB M&T Bank | $215.94 | $1.50
quarterly | 2.74% | $1.50 | 33.6% | 6/30/26
| | NBTB NBT Bancorp | $46.24 | $0.37
quarterly | 3.30% | $0.37 | 42.2% | 6/15/26
| | NIC Nicolet Bankshares | $140.25 | $0.36
quarterly | 0.93% | $0.32 | 15.0% | 6/15/26
| | NKE NIKE | $46.21 | $0.41
quarterly | 3.80% | $0.41 | 108.6% | 7/1/26
| | NNI Nelnet | $130.91 | $0.33
quarterly | 0.93% | $0.33 | 11.5% | 6/15/26
| | NOC Northrop Grumman | $562.67 | $2.47
quarterly | 1.78% | $2.31 | 28.9% | 6/17/26
| | NTST NETSTREIT | $20.28 | $0.88
quarterly | 16.83% | $0.22 | 676.9% | 6/15/26
| | NVRI Enviri | $20.75 | $15.00 | - | - | - | 6/1/26
| | PFG Principal Financial Group | $103.62 | $0.82
quarterly | 3.38% | $0.80 | 45.8% | 6/26/26
| | PII Polaris | $70.74 | $0.68
quarterly | 4.35% | $0.68 | -34.7% | 6/15/26
| | PRDO Perdoceo Education | $32.38 | $0.15
quarterly | 1.74% | $0.15 | 23.0% | 6/12/26
| | PTEN Patterson-UTI Energy | $11.21 | $0.10
quarterly | 3.70% | $0.10 | -129.0% | 6/15/26
| | PWP Perella Weinberg Partners | $17.16 | $0.07
quarterly | 1.36% | $0.07 | 116.7% | 6/15/26
| | RF Regions Financial | $28.00 | $0.27
quarterly | 3.80% | $0.27 | 44.2% | 7/1/26
| | SAFT Safety Insurance Group | $70.17 | $0.92
quarterly | 4.95% | $0.92 | 87.0% | 6/12/26
| | SCL Stepan | $52.82 | $0.40
quarterly | 3.21% | $0.40 | -254.8% | 6/15/26
| | SF Stifel Financial | $70.16 | $0.34
quarterly | 1.76% | $0.51 | 26.5% | 6/15/26
| | SLGN Silgan | $37.61 | $0.21
quarterly | 2.14% | $0.21 | 31.6% | 6/15/26
| | SSNC SS&C Technologies | $67.52 | $0.27
quarterly | 1.61% | $0.27 | 33.4% | 6/15/26
| | TAC TransAlta | $14.25 | $0.07
quarterly | 2.04% | $0.07 | -35.2% | 7/1/26
| | TCBI Texas Capital Bancshares | $99.49 | $0.20
quarterly | 0.81% | - | - | 6/15/26
| | TFPM Triple Flag Precious Metals | $31.62 | $0.06
quarterly | 0.74% | $0.06 | 15.2% | 6/15/26
| | TPL Texas Pacific Land | $392.54 | $0.60
quarterly | 0.57% | $0.60 | 32.9% | 6/15/26
| | TSN Tyson Foods | $61.20 | $0.51
quarterly | 3.13% | $0.51 | 160.6% | 6/15/26
| | TW Tradeweb Markets | $100.25 | $0.14
quarterly | 0.47% | $0.14 | 13.9% | 6/15/26
| | UFPI UFP Industries | $81.00 | $0.36
quarterly | 1.51% | $0.36 | 31.4% | 6/15/26
| | VC Visteon | $118.29 | $0.38
quarterly | 1.38% | $0.38 | 18.3% | 6/15/26
| | VIRT Virtu Financial | $50.15 | $0.24
quarterly | 1.89% | $0.24 | 15.9% | 6/15/26
| | WEN Wendy's | $7.70 | $0.14
quarterly | 7.67% | $0.14 | 71.8% | 6/15/26
| | WHD Cactus | $58.04 | $0.14
quarterly | 1.00% | $0.14 | 52.8% | 6/18/26
| | WMS Advanced Drainage Systems | $139.12 | $0.20
quarterly | 0.59% | $0.18 | 13.2% | 6/15/26
| | WTS Watts Water Technologies | $308.62 | $0.63
quarterly | 0.87% | - | 19.0% | 6/15/26
| | Please note you must purchase shares of these companies by the market close today to receive the next dividend payment. |
In 1776, three forces converged in 12 months: political liberty, the publication of Wealth of Nations, and James Watt's first commercial steam engine. Every wealthy nation on Earth descends from that moment. Stanford's Erik Brynjolfsson says cracking AI would be 'bigger than electricity, bigger than the steam engine.'
The U.S. government now holds a 9.9% equity stake in Intel, a 15% stake in MP Materials, and took 5% equity in Lithium Americas alongside a $2.23 billion loan. Porter Stansberry argues these are one story - and 2026 is the year the pattern repeats.  |
|
Ex-Dividend Stocks for Tuesday, June 2nd |
| | Company | Share Price | Amount / Period | Yield | Previous Amount | Payout Ratio | Payable Date | | ADI Analog Devices | $413.85 | $1.10
quarterly | 1.11% | $1.10 | 65.4% | 6/16/26
| | BSY Bentley Systems | $32.64 | $0.07
quarterly | 0.84% | $0.07 | 31.8% | 6/11/26
| | EGO Eldorado Gold | $33.87 | $0.08
quarterly | 1.00% | $0.08 | 10.7% | 6/16/26
| | ICL ICL Group | $6.65 | $0.05
quarterly | 3.14% | $0.05 | 70.0% | 6/17/26
| | ITUB Itau Unibanco | $7.90 | $0.00
monthly | 0.54% | $0.00 | 4.1% | 7/9/26
| | KEY KeyCorp | $21.33 | $0.21
quarterly | 3.95% | $0.21 | 50.3% | 6/15/26
| | LOB Live Oak Bancshares | $38.07 | $0.03
quarterly | 0.33% | $0.03 | 4.6% | 6/15/26
| | LZB La-Z-Boy | $37.63 | $0.24
quarterly | 2.67% | $0.24 | 48.0% | 6/15/26
| | MCD McDonald's | $279.42 | $1.86
quarterly | 2.65% | $1.86 | 61.3% | 6/16/26
| | MTX Minerals Technologies | $77.15 | $0.12
quarterly | 0.64% | $0.12 | 9.3% | 6/18/26
| | RDN Radian Group | $34.11 | $0.26
quarterly | 2.74% | $0.26 | 25.1% | 6/17/26
| | RNG RingCentral | $43.45 | $0.08
quarterly | 0.66% | $0.08 | 31.9% | 6/11/26
| | TXRH Texas Roadhouse | $180.62 | $0.75
quarterly | 1.90% | $0.75 | 47.9% | 6/30/26
| | Please note you must purchase shares of these companies by the market close tomorrow to receive the next dividend payment. |
A new AI energy crisis is spiking power bills across America - and experts warn it's part of a $33 trillion problem that could destabilize markets if left unaddressed.
A new venture backed by Elon Musk and Sam Altman is positioned to address this growing strain on the power grid, with analysts pointing to a small group of stocks that could benefit significantly.  |
|
Ex-Dividend Stocks for Wednesday, June 3rd |
| | Company | Share Price | Amount / Period | Yield | Previous Amount | Payout Ratio | Payable Date | | AMKR Amkor Technology | $69.56 | $0.08
quarterly | 0.45% | $0.08 | 18.9% | 6/23/26
| | AVT Avnet | $86.93 | $0.35
quarterly | 1.65% | $0.35 | 54.5% | 6/17/26
| | AVY Avery Dennison | $159.25 | $1.00
quarterly | 2.43% | $0.94 | 42.4% | 6/17/26
| | BBD Banco Bradesco | $3.50 | $0.00
monthly | 1.27% | $0.00 | 7.7% | 7/9/26
| | BBDO Banco Bradesco | $3.15 | $0.00
monthly | 1.29% | $0.00 | 5.1% | 7/9/26
| | CMBT CMB.TECH | $15.46 | $0.44
special | - | - | 10.7% | 6/10/26
| | HAL Halliburton | $38.76 | $0.17
quarterly | 1.62% | $0.17 | 37.4% | 6/24/26
| | HRB H&R Block | $38.54 | $0.42
quarterly | 5.40% | $0.42 | 29.9% | 7/7/26
| | LEA Lear | $143.24 | $0.77
quarterly | 2.21% | $0.77 | 30.8% | 6/23/26
| | MKSI MKS | $324.26 | $0.25
quarterly | 0.32% | $0.25 | 20.9% | 6/12/26
| | NPO Enpro | $306.53 | $0.32
quarterly | 0.46% | $0.32 | 63.1% | 6/17/26
| | ODFL Old Dominion Freight Line | $225.15 | $0.29
quarterly | 0.56% | $0.29 | 24.3% | 6/17/26
| | PAHC Phibro Animal Health | $30.79 | $0.12
quarterly | 0.85% | $0.12 | 20.6% | 6/24/26
| | PBR Petroleo Brasileiro S.A.- Petrobras | $18.76 | $0.14
special | - | - | 10.7% | 8/27/26
| | PJT PJT Partners | $153.21 | $0.25
quarterly | 0.65% | $0.25 | 14.6% | 6/17/26
| | PVH PVH | $93.40 | $0.04
quarterly | 0.16% | $0.04 | 39.5% | 6/24/26
| | RCL Royal Caribbean Cruises | $284.66 | $1.50
quarterly | 2.27% | $1.50 | 36.6% | 7/2/26
| | SLB SLB | $54.44 | $0.30
quarterly | 2.10% | $0.30 | 51.5% | 7/9/26
| | WSC WillScot | $25.73 | $0.07
quarterly | 1.20% | $0.07 | -73.7% | 6/17/26
| | 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 | 5.58% | GBX 886.60 | 35.52% | 5.29% | 1.80 | £2.48K | | FSK FS KKR Capital Corp. | 16.67% | $1.80 | N/A | 1.81% | N/A | $3.02K | | BGEO Lion Finance Group PLC | 4.69% | GEL 1,350.95 | 27.28% | 4.90% | 2.24 | GEL480.22K | | EFC Ellington Financial Inc. | 11.48% | $1.56 | 93.98% | 4.36% | 8.17 | $1.70K | | WPP WPP plc | 5.43% | GBX 31.90 | N/A | 4.75% | N/A | £3.04K | | CAG Conagra Brands | 10.46% | $1.40 | N/A | 10.50% | N/A | $6.40K |
| |
|
