Category: Archives

As AI moves from answering questions to completing tasks, this trio of names could supply the infrastructure that makes it possible.

The poster child for something else we’ve discussed many times… it has the trifecta we love to see: strong performance, a wide discount, and a dividend well supported by NAV returns.

As autonomous software gains access to sensitive systems, identity and runtime security are becoming much harder to ignore.

Thanks to its combination of: continued dividend growth, strong capital generation, share repurchases, a reasonable valuation, and a 2.4% yield.

Here are today’s upgrades and downgrades: Boeing, Palantir, SpaceX, American Express, Humana, RTX, ArcelorMittal, Ryanair, Rheinmetall, Xiaomi and more.

These four names are flying under the radar, and have increased their payouts for decades, while also making meaningful changes to their underlying businesses today.

Although free cash flow dropped last year, it’s forecast to grow again in 2026, so I’m not particularly worried over the next 12 months.

It’s the only story that really matters to investors today…

Here are today’s upgrades and downgrades: Palantir, Goldman Sachs, Wells Fargo, Morgan Stanley, Royal Caribbean, Constellation Brands, Phillips 66, HubSpot, Fiserv and more.

All posting notable gains over the last month, they offer different exposure to the ongoing AI infrastructure buildout.

This is a trend worth watching…

And you shouldn’t expect it to change anytime soon…