Annual Dividend per Share ÷ Share Price = Dividend Yield High yields tend to arrive with an asterisk. The higher the number gets, the more tempting it looks. And the more questions it tends to raise. Because a yield can climb for two very different reasons: a company is returning a lot of cash to shareholders, or its stock price has fallen enough to make the percentage look unusually large. Sometimes, it’s both. So crossing the 6% mark is usually a good reason to look past the headline number. Which brings us to four companies currently sitting on the other side of it. A telecom giant....

The Check Is Still In The Mail… Cutting a dividend is usually the sort of thing investors remember. AT&T gave them a pretty good reason to in 2022. As the company spun off WarnerMedia, it slashed its quarterly payout from $0.52 to $0.2775 — a 47% cut. And there it has stayed. Verizon has spent those same four years doing pretty much the opposite. Its dividend kept climbing, extending a streak that has now reached 20 consecutive years. CEO Dan Schulman recently went as far as calling Verizon’s commitment to that streak “ironclad.” So, on dividend history alone, this looks like a fairly...

Something’s Building… There are worse problems for a CEO to have than reaching a very large target earlier than expected. GE Vernova has spent the past couple of years watching demand for the equipment that powers the world’s electrical system climb. Gas turbines. Grid equipment. The decidedly unglamorous machinery sitting underneath the AI boom and broader power buildout. And lately, customers have been ordering a lot of it. So when CEO Scott Strazik sat down at a Morgan Stanley conference, he had a few updates to share. Orders are coming in stronger than expected. The backlog is getting...

A Traffic Jam, of Sorts…… AI chips are getting very good at crunching data. Moving it around is another matter. As thousands of increasingly powerful chips get packed into data centers, the connections between them have to keep up. Bernstein calls the growing mismatch the “bandwidth wall.” And Wall Street thinks it could be very good news for a less glamorous corner of the AI boom: optical networking. Coherent, Lumentum and Ciena all jumped roughly 7%–11% after Bernstein singled out networking companies as potential “structural winners.” A nice day. Though hardly the beginning of the story. The...

Opening The Books… Anthropic is only a few years old. In that short time, Claude has turned it into one of the biggest names in AI, with revenue jumping 12× in 2025 alone. Now the company is preparing for one of the largest IPOs in history, seeking a valuation near $2 trillion. That number will get plenty of attention. But an IPO does something else, too. It opens the books. And Anthropic’s reveal quite a bit. The filing shows a business growing at extraordinary speed, but also one increasingly tied to the same handful of tech giants helping fund it, power it and sell its products. Then...

Burry Being Burry…… “Fundamentally, I am moving timelines up.” That’s Michael Burry talking about the AI bubble. And apparently, something he found over the weekend changed his mind about when it could burst. By Monday, he had covered every common-stock short in his portfolio. But he wasn’t backing away from the bet. He was adding leverage to it. Burry replaced nearly all of those shorts with put options, saying his latest research convinced him the AI bubble could burst “sooner than later.” That’s a fairly meaningful portfolio change from someone who was already positioned...