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3 AI Giants Pay the Toll. This Company Collects It. |
Palantir. Nvidia. Apple. |
Three of the biggest names in tech. |
And all three still depend on infrastructure they don’t fully control. |
Power. Wires. Metals. The physical backbone behind the AI boom. |
That means while investors fight over which AI giant wins... |
One overlooked company could potentially collect the toll either way. |
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The signal, and the misses 🕰️ |
Four checks land this month, and the reinvestment question is quietly in the background. |
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Between September 15 and 30, four watchlist checks land in a diversified income account. Realty Income's 27.1 cents on the 15th. McDonald's $1.86 on the 16th. Dominion's 66.75 cents on the 20th. PepsiCo's $1.48 on the 30th. All four ex-dates fall inside this shortened work week. The dates were declared weeks ago, and the amounts have not changed since. |
The reinvestment question sits behind those payments quietly. A retiree deciding what to do with a $1.48 check from PepsiCo is looking at three shapes on the shelf. Same name, at a forward rate of $5.92 a share running near a 4.2% yield. A broad dividend ETF like SCHD, at a forward rate of $1.047 near 3.0%. Or a short Treasury, sitting near the ten-year's 4.67% into Thursday's close. The rates side pays more today. The dividend side grows the check over time. The Treasury caps the growth. |
The practical answer is not to pick one but to know the proportion. Some readers reinvest every check into the same name, quietly compounding the ownership. Some route it into the broader ETF for the diversification. Some keep the cash and let it sit at a money-market yield until it is needed. None of the three is correct; all three are reasonable, and the one you use tells you as much about your household as it does about the market. The important part is the knowing, not the choosing. |
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ADVERTISEMENT · THE OXFORD CLUB |
A company reporting the fastest revenue growth on record |
Sales of about $1 billion at the start of 2025, and a projected $50 billion this year. One Oxford Club analyst walks through the pre-IPO window, why the private-market exposure is unusually specific here, and what a diversified reader ought to know before adding a private-market allocation. |
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Paid advertisement on behalf of The Oxford Club. Pre-IPO and private-market exposure carries additional risk including illiquidity and total loss of principal. |
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Before the calendar, the record for the week is a quiet one. |
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💵 INCOME WATCH |
Declared. Quiet day on the declarations front. Nothing fresh out of the watchlist in the last twenty-four hours. Altria's raise from $1.06 to $1.11 last Thursday is still the most recent name to have made a move. |
Ex-dates ahead (next five trading sessions).
· O — today, Aug 31, 27.1¢ monthly, pay Sep 15 (declared Aug 18)
· MCD — Tue Sep 1, $1.86, pay Sep 16 (declared Jul 23)
· D — Fri Sep 4, 66.75¢, pay Sep 20 (declared Jul 28)
· PEP — Fri Sep 4, $1.48, pay Sep 30 (declared Jul 17) |
Yield check. The 10-year Treasury sat near 4.67% into Thursday's close. SCHD's forward rate of $1.047 has been running near a 3.0% yield; VYM's forward rate of $3.594 has been running near 2.2%. The rates side is still paying more today than the broad dividend side. |
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And one of those ex-date names has a record worth a paragraph on its own. |
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🧾 THE STEADY |
PepsiCo (PEP). Ex-dividend Friday at $1.48, payable September 30. In the record we can see going back to 2016, the payout has risen every year — from 75.25¢ that summer to today's $1.48, roughly a doubling in a decade. PepsiCo itself reports a consecutive-raise streak that runs past five decades. The forward rate is $5.92 a share, which has been running near a 4.2% yield. The share price closed Friday at $141.07, in the lower third of the 52-week range that runs from $133.73 to $171.48. Payout ratio at 0.75 is on the higher side of comfortable. A name owned for the consistency of the check, not for capital appreciation. |
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And here is what tomorrow actually holds. |
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📅 TOMORROW'S CALENDAR |
10:00 a.m. ET — ISM Manufacturing (August). Whether the manufacturing side is above or below the contraction line at 50. |
10:00 a.m. ET — JOLTS job openings (July). One of the pieces the Fed watches ahead of Friday's payrolls. |
At the open — McDonald's goes ex-dividend at $1.86 per share. |
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For the four checks landing this month, do you know in advance where each one goes — reinvested, spent, or held? Drop me a reply. I read them all. |
— Randy Cole, Editor |
P.S. If reading this brief-before-the-open format works, there is a morning version of the desk that lands earlier and even shorter. Good Morning Alerts: overnight moves, the day's schedule, and the levels people are watching — free, and about a minute of reading. (From Good Morning Alerts) |
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