The safety trades of the 2026 market, link here.
Three dividend stocks Wall Street likes, link here. Whoo-hoo. I own two of these -- one a long-ter holding; one for only a few years:
- PSX
- CRGY (Crescent Energy)
- VNOM (Viper Energy)
Viper Energy (VNOM), from above:
Viper owns and acquires mineral and royalty interests in oil-weighted basins, mainly the Permian in West Texas. Viper recently announced its Q2 2026 results and declared a 32% hike in its base dividend, effective in the third quarter of 2026. The new base dividend indicates a 4.5% annualized yield. Viper also removed its quarterly commitment to return at least 75% of cash available for distribution.
The blog, link here.
Another Nvidia deal after the Ohio downsizing, link here. See this note. This is like the old "shell game" keeping track of Nvidia and this LCD.
WTI: up slightly Sunday night -- $82.48.
At the moment, 6:46 p.m. Sunday night, all three major indices are in the green (Dow, S&P, NAS).
JPMorgan? Could this be the first $1-trillion bank?
Anthropic revenue reported jumps to more than $11 billion in most recent quarter.
Good, bad, or indifferent, it's going to be another interesting week when everyone was expecting "the summer doldrums."
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Nvidia -- SoftBank -- Ohio
From above, how does this deal differ from the earlier deal?
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Disclaimer
Briefly:
I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken. I am inappropriately exuberant about the US economy and the US market. I am also inappropriately exuberant about all things Apple. See disclaimer. This is not an investment site. Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market. I am also inappropriately exuberant about all things Apple. And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution. I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom. Now, I've added Amazon. And QCOM. Longer version here.
