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| Tech Giant Surges After Major Antitrust Win, Easing Investor Concerns |
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| As markets react to a mix of legal victories, retail momentum, and corporate restructuring, dividend-paying stocks are capturing investor attention. | Alphabet and Apple both surged this week after a favorable U.S. federal court ruling eased antitrust concerns, while Macy's continues to ride a wave of positive sales growth and upward earnings revisions. | At the same time, several companies are adjusting their dividends, both increases and cuts, offering opportunities and signals for income-focused investors. |
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| | Keep This Stock Ticker on Your Watchlist | | They're a private company, but Pacaso just reserved the Nasdaq ticker "$PCSO." | No surprise the same firms that backed Uber, eBay, and Venmo already invested in Pacaso. What is unique is Pacaso is giving the same opportunity to everyday investors. And 10,000+ people have already joined them. | Created a former Zillow exec who sold his first venture for $120M, Pacaso brings co-ownership to the $1.3T vacation home industry. | They've generated $1B+ worth of luxury home transactions across 2,000+ owners. That's good for more than $110M in gross profit since inception, including 41% YoY growth last year alone. | And you can join them today for just $2.90/share. But don't wait too long. Invest in Pacaso before the opportunity ends September 18. | Invest While You Still Can | Paid advertisement for Pacaso's Regulation A offering. Read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals. | | | | Manufacturing | Caterpillar's Tariff Tab: $1.8 Billion and Counting | | Caterpillar (NYSE: CAT) says tariffs are now set to cost a jaw-dropping $1.8 billion this year. | For a company that lives on steel and aluminum, that's like an athlete paying surge pricing just to get into the gym. | Guidance Holds, But Margins Don't | Revenue projections? Unchanged. Margins? Squeezed. Think of it as still selling plenty of bulldozers, but with less fuel left in the dividend tank. | Investors love CAT for its payouts, and this update makes that stream look a little thinner. | The Bigger Picture | Caterpillar isn't just a stock; it's a weather vane for global trade. When tariffs flare, the yellow machines creak. | Management insists it can pass along some costs, but metal dependency means every policy shift lands like a hammer on margins. | Investor Takeaway | This isn't a collapse, it's stress testing. Owning Caterpillar here is like betting on a heavyweight fighter who can still take punches, even if the rounds keep getting longer. | CAT currently trades at $416 and pays a dividend of $6.04 per share, a yield of 1.45%. |
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| | CloudComputing | From Checkout to Cloud: Broadcom Lands the World's Biggest Retailer | | Broadcom (NASDAQ: AVGO) just locked in Walmart as a flagship client. | The retailer will roll out VMware Cloud Foundation across its global operations, creating a private cloud and edge network to keep supply chains, stores, and digital services running on the same track. | Why It Matters | This isn't just a trophy customer. It's validation that Broadcom's $69 billion VMware gamble is delivering real-world payoffs. | For years, the company has tried to prove it's more than a chipmaker. | By anchoring its software division to the world's largest retailer, Broadcom establishes itself as a mission-critical partner, not just another vendor. | The Market Angle | For investors, this is about stability and diversification. Hardware cycles are boom-and-bust. Software, especially sticky enterprise deals, creates recurring revenue and fatter margins. | Walmart's vote of confidence signals to Wall Street that Broadcom's cloud ambitions have teeth. | Investor Takeaway | Broadcom is still a semiconductor powerhouse, but deals like this suggest the moat is widening. If the Walmart rollout scales smoothly, expect other global players to follow. | For equity holders, that could mean steadier growth, broader appeal, and one more reason to see AVGO as more than just a chip stock. | AVGO currently trades at $297 and pays a dividend of $2.36 per share, a yield of 0.79%. |
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| | Pharmaceuticals | Johnson & Johnson's Pipeline Punches Above Its Weight | | Johnson & Johnson (NYSE: JNJ) isn't standing still. | The drugmaker is stacking late-stage approvals and regulatory wins, from autoimmune therapy Imaavy (nipocalimab) to bladder cancer candidate TAR-200 and psoriasis pill icotrokinra. | These aren't niche plays — they're pipelines within a pipeline, designed to power revenue growth well into the decade. | Cancer Portfolio Flex | Meanwhile, J&J's oncology bench is starting to score. Carvykti, Tecvayli, and Talvey pulled in $1.3 billion in first-half 2025 sales, proving that new launches can quickly scale into serious revenue engines. | Add the acquisition of Intra-Cellular Therapies and its flagship antidepressant Caplyta, and the neuroscience side of the house just got stronger. | Strategic Math | Management now sees 10 products with the potential to each generate $5 billion in peak sales. | That's not science fiction but a sign J&J is reshaping itself into a diversified medicine powerhouse with multiple shots on goal. | Investor Takeaway | This isn't about a single approval. It's about building a machine that converts R&D and M&A into durable growth. | For equity holders, J&J looks less like a defensive play and more like a steady compounder with upside. | JNJ currently trades at $178 and pays a dividend of $5.20 per share, a yield of 2.93%. |
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| | Dividend Stocks Worth Watching | Alphabet (NYSE: GOOGL) saw its stock jump around 9% today (Wednesday 09/03) following a favorable ruling from a U.S. federal judge, permitting the company to keep its Chrome browser and maintain its distribution agreement with Apple. | The judge ordered the search giant to share some data with rivals but fell short of the worst-case scenario that could have forced the company to split. | The verdict eased major antitrust worries and strengthened investor confidence in the technology industry after dogging the firm for the last five years. | Google's parent company currently pays a 21-cent dividend, with a 0.36% yield. | Apple (NYSE: AAPL) has also benefitted from the Google anti-trust ruling with its stock spiking around 7% after a judge ruled its partnership with Google wasn't illegal. | It will be allowed to maintain its distribution partnership with Alphabet for the Chrome browser. | This decision mitigated potential antitrust risks and provided a boost to Apple's market position | AAPL pays a 26-cent dividend with a 0.44% yield. | Retailer Macy's (NYSE: M) continues to capitalize on a strong summer of positive momentum with yet more good news. | The retailer has just posted its first same-store sales growth since 2022. | Coupled with an upward revision to its full-year earnings forecast, the results suggest Macy's may be regaining momentum and positioning itself for a broader recovery in a hyper competitive retail landscape. | M pays a 18-cent dividend with a 4.61% yield. | | Dividend Increases | | | STC has increased its dividend payment to 53 cents, an increase of 5%. Its new yield is 2.98%. | NAT has increased its dividend payment to 10 cents, a rise of 42.86%. Its new yield is 12.88%. | METCB has boosted its dividend payment to 19 cents per share, an increase of 5.91%. Its new yield is 4.6%. |
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| Dividend Decreases | | | | | MAA has cut its dividend payment to $1.06, a drop of 29.87%. Its new yield is 2.99%. | FTV has reduced its dividend payment to 6 cents, a decline of 25%. Its new yield is 0.49%. | NUSB has cut its dividend payment to 9 cents, a reduction of 1.13%. Its new yield is 4.59%. |
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| | Scale Fast (Sponsored) | | | Everyone talks about the same blue-chip names.
Meanwhile, the real opportunity lies in companies that haven't been discovered by the crowd. | Our analysts just uncovered 5 small-caps that fit the bill: | One has tripled revenues in the AI data space Another is fueling growth in renewable utilities A streaming partner leveraged to the CTV boom A SaaS platform with unmatched customer lock-in And yes—a restaurant play using robotics to protect margins
| These are setups we've seen before—early movers with powerful catalysts that Wall Street eventually wakes up to. | By then? The easy gains are gone. | [Get the free download before it disappears] | (By clicking this link, you agree to receive emails from us and our affiliates. You can opt out at any time. - Privacy Policy) |
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| | Poll: What year did the Nasdaq launch? | | | Upcoming Dividend Payers | UPS' ex-dividend date for the forthcoming $1.64 dividend is 09/04/2025. | CMI's ex-dividend date for the forthcoming $2.00 dividend is 09/04/2025. | SHW's ex-dividend date for the forthcoming 79 cents dividend is 09/05/2025. | | Everything Else | The Kraft Heinz Company has announced that it will split into two separate companies to simplify its current corporate structure and maximize resources. A Verizon software issue has left thousands of unhappy customers in California without a wireless connection. Broadcom will release its Q3 earnings data after the bell on Thursday (09/04) – will strong semiconductor revenues lead to a surprise to the upside? After losing out to Exxon in court earlier this summer, Chevron has signed a new deal to take over offshore operations in the AREA OFF-1 block in Uruguay.
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| | That's all for today's edition of the Dividend Brief.
Thanks for reading, and if you have any feedback or dividend stocks you want me to take a look at, just reply to this email!
—Noah Zelvis
DividendBrief.com |
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