Dear Friend,
The SpaceX S-1 just revealed a number that should stop every AI investor cold.
$7.7 billion.
That's what SpaceX spent on AI infrastructure in a single quarter.
Not chips. Not software.
Power infrastructure.
The S-1 shows $23.85 billion in servers. $14 billion in construction in progress. And one glaring dependency: the company that builds the equipment to actually turn it all on.
Without this company's hardware, Colossus doesn't run. The $1.25 billion Anthropic pays every month doesn't flow. The entire AI empire goes dark.
The stock is still trading like nobody's read the filing.
Dylan Jovine has — and he's giving away the name.
See the S-1's most critical dependency — free >>
“The Buck Stops Here,”
Kelly Maguire
Behind the Markets
5 High-Yield Stocks and ETFs to Buy and Hold for the Next Decade
Written by Ryan Hasson. Publication Date: 5/26/2026.
Key Points
- Five high-yield names spanning pharmaceuticals, consumer staples, energy, and ETFs offer income investors compelling yields and durable businesses for a ten-year hold.
- AbbVie and ExxonMobil anchor the individual names with 53 and 42 consecutive years of dividend growth, respectively, and analyst-consensus Moderate Buy ratings.
- QQQI's 13.48% yield is generated through a tax-advantaged options overlay strategy, while SCHD's stands out for its cost-efficient approach to high-yielding U.S. equities.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
With the broader market still rewarding growth and momentum, it can be easy to overlook the quiet, compounding power of high-yielding names that pay you while you wait. But for investors with a 10-year horizon, that combination of income and total return potential is hard to beat.
High-yielding stocks offer something pure growth names cannot: they pay you while you wait, compounding income over time regardless of what the broader market is doing on any given day.
Before SpaceX goes public, watch this tiny supplier closely (Ad)
When the railroads launched in the 1860s, Andrew Carnegie didn't profit by riding the trains - he got rich owning the steel rails they ran on. The same dynamic may be playing out today around the anticipated $1.75 trillion SpaceX IPO.
Analyst Michael Robinson has identified a tiny, under-the-radar supplier - just 1/60th the size of SpaceX - that he believes sits at the center of Elon Musk's broader AI infrastructure buildout. Once SpaceX goes public this June, Robinson argues Wall Street will inevitably spotlight this overlooked vendor.
Watch Robinson's presentation and see the details before the IPO window closesThe five names below span pharmaceuticals, consumer staples, energy, dividend-focused ETFs, and options-enhanced income strategies. Each offers a compelling yield, a durable business or structure, and a reason to hold through the inevitable ups and downs of the next decade.
AbbVie: A Dividend Aristocrat With a Pipeline to Match
AbbVie (NYSE: ABBV) is one of the best-known biopharmaceutical names in high-yield investing, and for good reason. The biopharmaceutical giant currently yields 3.2%, pays a quarterly dividend of $1.73 per share, and has raised its payout for 53 consecutive years, earning its place among the Dividend Kings. For income-focused investors, that track record of consistent and growing payments is exactly what a 10-year hold demands.
For years, the narrative around AbbVie centered on Humira's patent cliff and what would replace it. That question has now been answered convincingly. Skyrizi and Rinvoq, its next-generation immunology treatments, have been growing at a pace that more than offsets the Humira headwind. The aesthetics segment, anchored by Botox and added through the 2020 Allergan acquisition, provides diversification into a high-margin, consumer-driven business.
Q1 2026 results beat estimates, and management raised its full-year 2026 earnings per share (EPS) guidance once again, a pattern that has become almost routine. The consensus across 25 analysts is Moderate Buy, with a price target of $253.43, implying about 20% upside from current levels. At a forward price-to-earnings (P/E) ratio of almost 15, the stock trades at a meaningful discount to the broader market.
Mondelez International: Branded Snacks, Reliable Income
Mondelez International (NASDAQ: MDLZ) is not a name that generates much excitement in momentum-driven markets. But for buy-and-hold income investors, it offers exactly what the strategy requires: a resilient business, a consistent dividend, and a portfolio of iconic global brands that have endured for decades. Oreo, Cadbury, Milka, Toblerone, Ritz, and Chips Ahoy collectively represent one of the most powerful consumer snacking portfolios in the world, with distribution across more than 150 countries.
The stock is up 15% year to date and recently declared its regular quarterly dividend of 50 cents per share. The current yield stands at 3.2%, and with a beta of just 0.4, MDLZ moves far less than the broader market. For investors with a longer time horizon and a more conservative outlook, that combination of income and lower volatility becomes an increasingly attractive feature of a well-rounded portfolio.
Q1 2026 results beat estimates on both revenue and earnings, and analysts noted that profitability normalization is underway. The consensus among 23 analysts is Moderate Buy, with a price target of $67.05, implying nearly 10% upside from current levels. From a technical perspective, MDLZ also has an intriguing setup. The stock has spent several weeks consolidating in a bullish formation. A move above resistance near $63 could spark the upward momentum many shareholders have been waiting for.
ExxonMobil: The Energy Giant Paying You to Wait
ExxonMobil (NYSE: XOM) is the kind of stock that income investors return to decade after decade. The company has raised its dividend for 42 consecutive years, a streak that has survived multiple oil price collapses, recessions, and energy transitions, and currently yields 2.7%. For investors with a 10-year time horizon, or even longer, that consistency and durability of income is a meaningful foundation.
The stock is up close to 30% year to date, driven by elevated oil prices and geopolitical tensions, the integration of Pioneer Natural Resources, and the expansion of operations in Guyana, where ExxonMobil is developing one of the most productive offshore oil fields discovered in decades. The Pioneer acquisition added over 1.3 million barrels of production capacity per day and a low-cost, high-margin Permian Basin portfolio that should generate cash flow for years to come.
The forward P/E ratio of about 13 and a beta of just 0.2 make XOM one of the least volatile mega-cap equities in the market. The consensus among 21 analysts is Moderate Buy, with a price target of $163.95. For investors who want energy sector income with the stability of one of the world's strongest balance sheets, ExxonMobil is a name to own for the long term.
SCHD: The Gold Standard of Dividend ETFs
The Schwab US Dividend Equity ETF (NYSEARCA: SCHD) needs little introduction for income investors. With $95.35 billion in assets under management, a dividend yield of 3.2%, and an expense ratio of just 0.06%, it is widely regarded as one of the most cost-efficient vehicles for dividend-focused equity exposure in the U.S. market. SCHD tracks the Dow Jones U.S. Dividend 100 Index, a rules-based index of 100 high-quality, dividend-paying U.S. companies screened for financial strength, dividend consistency, and relative yield.
The ETF is up an impressive 20% year to date, trading near its 52-week high of $32.88. Its top 10 holdings read like a who's who of reliable dividend payers, including Texas Instruments (NASDAQ: TXN), Qualcomm (NASDAQ: QCOM), UnitedHealth (NYSE: UNH), Coca-Cola (NYSE: KO), Chevron (NYSE: CVX), and ConocoPhillips (NYSE: COP).
Its portfolio of holdings is diversified enough to reduce single-stock risk while remaining concentrated enough to benefit from genuine dividend growth over time. With a beta of 0.7, SCHD moves with the market but absorbs less of the downside.
For investors who want a set-it-and-forget-it approach to dividend income without picking individual stocks, SCHD is as close to a definitive answer as the ETF market offers.
QQQI: High Monthly Income With a Tax-Efficient Twist
The NEOS Nasdaq 100 High Income ETF (NASDAQ: QQQI) is the most distinctive name on this list and the one that requires the most context to appreciate fully. The fund currently yields 13.3%, pays monthly distributions, and has generated a total return of about 15% over the past 12 months while maintaining exposure to the Nasdaq-100's largest names, including NVIDIA (NASDAQ: NVDA), Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), and Alphabet (NASDAQ: GOOGL).
The yield is generated through an actively managed options overlay strategy that writes call spreads on Nasdaq-100 index options subject to Section 1256 of the tax code. This structure means that 60% of gains are taxed at the lower long-term capital gains rate and 40% at the short-term rate, a favorable treatment compared with ordinary income distributions from traditional dividend ETFs.
The distributions themselves are predominantly classified as return of capital, which defers taxes rather than eliminating them. Investors should understand this distinction clearly: the tax bill is deferred, not erased, and it reduces an investor's cost basis over time, meaning a larger capital gain upon eventual sale. That structure is most advantageous for long-term holders in taxable accounts who benefit from the compounding effect of reinvested monthly distributions over the years.
At $56.30, with $12.19 billion in AUM and a net expense ratio of 0.68%, QQQI is best understood as a complement to, rather than a replacement for, traditional equity positions. For investors who want meaningful monthly income from a Nasdaq-100-aligned portfolio and understand the mechanics of how that income is generated, it earns its place on a 10-year hold list.
NVIDIA's New Power Play: Why Fluence Is Surging
Written by Jeffrey Neal Johnson. Publication Date: 6/5/2026.
Key Points
- Fluence Energy's technology was integrated into a major industrial blueprint for next-generation NVIDIA-powered artificial intelligence data centers.
- Its substantial and growing project backlog is supported by new supply agreements with major hyperscale data center operators.
- Institutional investors have shown strong conviction in Fluence by significantly increasing their positions, signaling a fundamental market re-rating of the business.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
The artificial intelligence (AI) revolution runs on two things: silicon and electricity. While the market remains focused on semiconductor designers, the physical constraints of the world's power grids present a far more immediate bottleneck to AI hyperscaling.
The staggering power density and volatile load profiles of next-generation AI data centers threaten to overwhelm legacy infrastructure. This creates structural demand for a new class of enabling hardware, and the market is rapidly re-rating the companies providing the picks and shovels for this build-out.
AI's Dirty Secret: The Power Bottleneck
Before SpaceX goes public, watch this tiny supplier closely (Ad)
When the railroads launched in the 1860s, Andrew Carnegie didn't profit by riding the trains - he got rich owning the steel rails they ran on. The same dynamic may be playing out today around the anticipated $1.75 trillion SpaceX IPO.
Analyst Michael Robinson has identified a tiny, under-the-radar supplier - just 1/60th the size of SpaceX - that he believes sits at the center of Elon Musk's broader AI infrastructure buildout. Once SpaceX goes public this June, Robinson argues Wall Street will inevitably spotlight this overlooked vendor.
Watch Robinson's presentation and see the details before the IPO window closesA standard data center is built for predictable, steady-state power consumption. An AI factory, by contrast, operates at extreme computational intensity, causing massive, dynamic power spikes that can destabilize a local grid.
This is not a problem that can be solved simply by building more power plants; it requires sophisticated, on-site power management and energy storage to smooth loads, stabilize voltage, and provide uninterrupted, clean power to racks of multi-million-dollar GPUs.
Fluence Energy (NASDAQ: FLNC) has abruptly shifted from a conventional renewable energy storage provider to a mission-critical AI infrastructure supplier within this niche. Fluence Energy's recent 44% single-day stock price jump was not a speculative move. It reflected a fundamental re-rating of the business, driven by a powerful endorsement from the heart of the AI ecosystem.
How Siemens Put Fluence on the Map
The catalyst that forced this re-evaluation was the unveiling of a new reference architecture by industrial giant Siemens (OTCMKTS: SIEGY). The blueprint details the complete electrical and power infrastructure for a 136-megawatt AI data center built specifically to house the NVIDIA (NASDAQ: NVDA) DSX Vera Rubin NVL72 AI supercomputer. This design is not a theoretical whitepaper; it is an industrial-grade template for global hyperscale AI deployment.
Within this critical blueprint, Fluence Energy's SmartStack Battery Energy Storage System is named as the prescribed solution. The system is designed to provide the essential load-smoothing and frequency-ride-through capabilities needed to manage the intense power demands of AI workloads.
The integration specifies battery duration of up to two or three hours, a significant increase from the industry-standard one hour, signaling the unique demands of AI compute.
This endorsement embeds Fluence Energy directly into the technical sales process for NVIDIA's most advanced systems, fundamentally altering its market position and competitive moat.
Following the Institutional Footprints
While the narrative is compelling, Fluence Energy's recent financials require a nuanced view. Fluence Energy reported second-quarter fiscal year 2026 revenue of $464.9 million. While that marked an 8% year-over-year increase, it fell short of the analyst consensus of $622 million. However, the market has chosen to look past this top-line miss, focusing instead on Fluence's forward-looking pipeline.
The bullish case rests on a record $5.6 billion backlog and a newly disclosed 12-gigawatt-hour pipeline specifically for data center projects. This backlog provides significant revenue visibility and suggests that commercial traction is accelerating. Further validating this demand, Fluence Energy has already secured two Master Supply Agreements with major, unnamed hyperscalers, indicating that demand for its BESS technology is both immediate and bankable.
Fluence Energy's dramatic price action was also amplified by technical factors. Prior to the announcement, Fluence Energy had a significant short interest, with 25.19 million shares, or 13.76% of the public float, sold short. The news from Siemens and NVIDIA triggered a short squeeze as bears scrambled to cover their positions, adding mechanical fuel to the rally.
Perhaps most telling is the activity of institutional investors. The stock boasts approximately 53% institutional ownership, and recent 13F filings reveal significant accumulation by sophisticated asset managers. This smart-money accumulation signals a high degree of conviction in Fluence Energy's strategic pivot.
Valuing the Gatekeepers of AI Power
The core of the investment thesis is the market's recategorization of the business. Fluence Energy is no longer being valued solely as a cyclical clean-energy hardware vendor. With a forward price-to-earnings multiple now above 100x, the equity is trading at a premium typically reserved for high-growth technology companies providing critical infrastructure.
Investors must, however, remain pragmatic. The Siemens reference design is a powerful engineering endorsement, but it is not a binding, exclusive purchase order. Management now faces the critical task of converting this technical validation and its broader pipeline into recognized revenue. Execution risk remains the primary headwind.
Nonetheless, the combination of a technical moat blessed by NVIDIA, tangible demand confirmed by hyperscaler supply agreements, and a massive backlog provides a robust foundation for the new valuation. Fluence Energy appears poised to directly monetize one of the most significant and durable tailwinds of the next decade: the build-out of the power grid for artificial intelligence.
For investors, the recent price surge, which pushed the 14-day relative strength index above 70, an overbought level, suggests that a period of consolidation may be healthy. Investors bullish on the long-term AI infrastructure theme might view Fluence Energy as a key holding to watch, focusing on the company's ability to execute on its backlog. The key metric moving forward will be the conversion of its pipeline into tangible, profitable growth, proving it can fulfill its new role as a foundational supplier to the AI revolution.
This message is a sponsored email provided by Behind the Markets, a third-party advertiser of InsiderTrades.com and MarketBeat.
If you have questions or concerns about your newsletter, don't hesitate to email MarketBeat's South Dakota based support team at contact@marketbeat.com.
If you no longer wish to receive email from InsiderTrades.com, you can unsubscribe.
Copyright 2006-2026 MarketBeat Media, LLC. All rights protected.
345 N Reid Place #620, Sioux Falls, S.D. 57103. U.S.A..
Post a Comment
Post a Comment