| |
While Everyone Watched Nvidia… These AI Stocks Exploded |
Wall Street was glued to Nvidia’s earnings. |
Meanwhile, two little-known AI companies quietly had monster quarters. |
One added billions in new signed orders. |
The other reported its “best quarter ever”—then landed three of the world’s biggest drug companies as customers. |
Neither makes chips. |
Neither builds data centers. |
They’re Phase 2 AI stocks — companies USING AI to dominate entire industries. |
And the market is just starting to catch on. |
|
|
|
|
|
|
☀️ The Week Ahead Has Three Dates On It |
Five sessions, two ex-dividends on the same Tuesday, and the Fed on Wednesday afternoon. |
|
|
Next week is five sessions long, which makes it the first full trading week since August. That sounds like nothing, and for a long-term holder it mostly is. But short weeks compress activity into fewer days, and the two we just had ran that way — so a normal week is a reasonable thing to notice. |
Three dates sit inside it, and only one of them asks anything of anybody. Tuesday brings two ex-dividend dates from the watchlist at once. Wednesday afternoon brings the Federal Reserve's statement along with the quarterly projections, which is the document that tells you what the committee expects rather than what it has decided. Friday is September expiration, with the quarterly index review alongside it — a day that can make the tape look busier than the news justifies, and which has almost no bearing on a portfolio you are not trading. |
If you hold dividend payers and bond funds and you do nothing at all next week, you will have handled it correctly. The calendar is worth reading so that nothing surprises you, not so that you can act on it. Those are different reasons to look, and only the first one is reliable. |
| |
ADVERTISEMENT · MARKETBEAT |
The Magnificent Seven will not lead the market forever |
After a volatile first quarter the report's analysts argue the rotation is already underway, and name the seven companies they think could lead the back half of the year instead. |
|
|
Free report. Not investment advice. All investing involves risk of loss and past performance does not guarantee future results. |
|
|
|
|
Here is what the dividend calendar actually holds. |
| |
💵 INCOME WATCH |
Declared. The declarations feed did not return for this issue, so I am not going to list any. Rather than reach for a second-hand figure on something you might act on, the honest answer is that this section is short today and the ex-dates below are the part I can stand behind. |
Ex-dates ahead. Two watchlist names go ex-dividend on Tuesday, September 15, which means you need to own the shares before that date to receive the coming payment.
· Coca-Cola — forward rate $2.12 a year, about 53 cents a quarter. Payable October 1.
· Altria — forward rate $4.44 a year, about $1.11 a quarter. Payable October 9. |
Yield check. Those two land the same morning and pay very differently: Coca-Cola's forward rate works out near a 2.4% yield, Altria's near 6.5%. A gap that wide between two long-established payers is not a scoring system. It is the market pricing two different sets of expectations about the decades ahead, and it is worth understanding before it is worth choosing between. |
|
|
|
|
One name from the watchlist, looked at properly. |
| |
🧾 THE STEADY |
Emerson Electric |
A payment landed September 10. The forward rate is $2.22 a share a year, a little over 55 cents a quarter, which against trailing earnings of $4.04 a share works out to roughly 55% of what the company earns. That is a payout with room in it. |
Two honest qualifications. The yield sits near 1.5%, which is well under what a Treasury pays right now — you would not hold this one for the current income. And its shares have moved more than the broad market rather than less, which surprises people who file industrials under "defensive." The 52-week range runs $122.64 to $166.35. |
What it is: a long-established industrial that treats the payout as a commitment and funds it out of earnings rather than borrowing. The multi-decade payment record is the one figure the feed did not return today, so I am not printing a number for it. |
|
|
|
|
| |
📅 TOMORROW'S CALENDAR |
Monday, September 14 — the open. Markets reopen into the first five-session week since August. Nothing scheduled; the day is what the weekend made of Friday's inflation figure. |
Tuesday, September 15. Coca-Cola and Altria both go ex-dividend. Own before, not on. |
Wednesday, September 16, 2:00 p.m. Eastern. Federal Reserve statement and quarterly projections. Look at the projections rather than the headline — they are published as ranges, and the ranges are the information. |
Friday, September 18. September expiration and the quarterly index review, effective before Monday's open. Expect a busier tape than the news warrants. |
|
|
|
|
When a payer yields 2% and another yields 6%, which one makes you more curious? Reply and tell me — I read them all. |
— Randy Cole, Editor |
P.S. Built for readers who check the numbers themselves — Good Morning Alerts is the morning version of this desk, earlier and shorter. Free to read. (From Good Morning Alerts) |
|
|
| |
| |
THE MONEY MEMO
A Guardian Financial Publishing title |
WHY YOU’RE RECEIVING THIS EMAIL
You’re receiving this email because at some point, you opted in to receive updates, news, or information on a specific topic we’ve previously discussed or shared. Whether it was through a subscription, a form submission, or another form of communication, your information was shared willingly, and we respect your decision to connect with us.
Thank you for taking the time to read this. This message is part of an ongoing conversation between us, and we want you to have full transparency about why you received it, how your information is handled, and what to expect from future emails. |
SUBSCRIPTION & DELIVERY
Your subscription is confirmed and your delivery preferences are up to date. You are currently receiving content based on the schedule and frequency associated with your registration. If you need to adjust your delivery window, change your email frequency, or pause updates temporarily, reply to this message and our team will process your request within one business day. A confirmation of your original registration is available upon request. |
UNSUBSCRIBING OR MANAGING YOUR PREFERENCES
Everyone’s inbox is different. If you ever find our emails no longer relevant, there’s no hard feelings — use the unsubscribe link at the bottom of this email and it takes effect on the first click. If you’d rather adjust what you receive than leave entirely, reply with the word PREFERENCES and our team will help you tailor your delivery.
We don’t use tricks or gimmicks to keep you subscribed. Our priority is that these emails add value to your day, and if they don’t, we respect your decision to part ways. |
CONTACTING US
Questions about your subscription or anything you read here? Reply to this email or write to contact@guardian.pub. Mail can be sent to Stable Financial Publishing, 1013 Centre Road, Suite 403-D, Wilmington, DE 19805. We read every reply. |
CONTENT DISCLAIMER
The Money Memo is for informational and educational purposes only. It is not investment advice, not a recommendation to buy or sell any security, and not personalized to your situation. Investing involves risk, including the possible loss of principal, and past performance does not guarantee future results. Anything we write about a company, a fund, or a dividend is a description of what the record shows — what you do with your own money is your decision, and a conversation worth having with a financial or tax professional who knows your circumstances. |
ABOUT THE DIVIDEND AND MARKET DATA
Dividend figures — declaration dates, ex-dividend dates, payment amounts and payout streaks — come from market data feeds and company filings, and are accurate as of the date shown. Companies can change, suspend, or reinstate a dividend at any time, and a scheduled date can move. Prices and yields reflect completed trading sessions, not live quotes. Before you act on any date or figure you read here, confirm it with the company’s investor relations page or your broker.
If you believe we’ve published a figure incorrectly, reply and tell us. We check it and print the correction. |
HOW WE MAKE MONEY
The Money Memo is free to read. We keep it that way by including paid advertisements and affiliate links in some emails. If you click a link or make a purchase, we may receive compensation from the advertiser at no cost to you. Sponsored placements never change our editorial views, and we only run offers we believe are relevant to our readers. Paid placements are labeled where they appear. |
PAYMENTS & FRAUD PROTECTION
We will never ask you to provide payment card numbers, bank account details, or login credentials by email. Any message requesting this information should be considered fraudulent — please report it to our team. If you have a question about a purchase made through us, reply within 30 days of the transaction date and a member of our team will provide your records. |
REPORTING SUSPICIOUS EMAILS
If you receive a message claiming to be from The Money Memo or Guardian Financial Publishing that looks suspicious, don’t click any links in it. Forward it to our support team so we can look into it and protect other readers. |
PRIVACY & DATA HANDLING
We take your privacy seriously and we do not sell your personal information. This section describes how we collect, use, and protect it; full details are in the Privacy Policy linked below.
What we collect. The information you give us at signup or later by reply — typically your email address, and sometimes your name or phone number. We also receive technical information when you open an email or visit one of our pages, including IP address, browser and device type, and operating system. Our emails contain tracking pixels and tagged links that tell us whether a message was opened and which links were clicked, which is how we measure what is worth sending.
How we use it. To deliver the content you signed up for, respond to your inquiries, maintain your subscription records, and improve what we publish.
Service providers. We use outside vendors to send email, host pages, and measure performance. These providers process data on our behalf, under contract, and only for the purposes described here. They are not permitted to use your information for their own purposes.
Your rights. You can ask what personal information we hold about you, correct it, or request that we delete it. Email contact@guardian.pub with your request and the address you subscribed with. Depending on where you live, you may have additional statutory rights, including under California, Colorado, and Virginia privacy law.
Children. This publication is intended for adults. We do not knowingly collect personal information from anyone under 13. If we learn that we have, we delete it promptly.
Changes. We may update this privacy policy occasionally. Changes will be reflected on the linked page. |
ACCESSIBILITY AND COMMUNICATION
If you have trouble reading this email, accessing the unsubscribe page, or managing your preferences, reach out directly to our support team and we’ll help. We aim to respond within a reasonable time frame.
Our communication is designed to be as readable and inclusive as possible, but we know there’s always room for improvement. If a change to type size, spacing, or format would make these emails easier for you, please tell us — that feedback is genuinely useful. |
LEGAL INFORMATION
We comply with all applicable laws and regulations regarding email communication, including maintaining high standards for consent-based communication. Your trust matters, and we work to ensure every email you receive meets these requirements. If you need clarification on our compliance policies or legal obligations, please ask. |
A COMMITMENT TO NON-INTRUSIVE EMAILS
We aim to create a non-intrusive communication experience. We won’t overwhelm your inbox with excessive messages, and we work to keep our content clear and concise. If we ever fail to meet these standards, we encourage you to let us know.
Feedback, whether positive or constructive, is always appreciated. Your thoughts help us understand how we can do better. While we cannot promise every suggestion will be implemented, we take the time to review and consider your input. |
A FINAL NOTE
Email is one of the many ways we stay connected, but we understand it isn’t perfect for everyone. If there’s another way you’d prefer to hear from us, let us know — a different cadence, another channel entirely — and we’re open to finding what works.
Our goal is never to disrupt or clutter your inbox. Every email sent is intended to provide value, and we appreciate your time and attention. This footer was designed to ensure transparency, provide essential information, and give you full control over your communication preferences. We hope it meets your expectations, but if there’s anything you’d like to see improved, we’re always here to listen. |
|
|
|
|
|
|
This email may contain paid advertisements and affiliate links. Guardian Financial Publishing may receive compensation if you click a link or make a purchase. |
The Money Memo is a publication of Guardian Financial Publishing (D/B/A) Stable Financial Publishing
Privacy Policy · Terms · Disclaimer |
|
Tidak ada komentar:
Posting Komentar