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Dear Reader,
Two CNBC headlines appeared within 24 hours.
Put them together and the message is explosive.
One headline shows where the next wave of money and infrastructure could be moving. The other shows what can happen when too much wealth crowds into the same familiar names.
I am not betting against AI. I am betting against arriving late.
Because Anthropic is still private. Most investors still cannot buy its shares directly.
And once a public IPO is announced, millions of people could attempt to force their way through the same narrow door.
I refuse to wait for that stampede.
I have uncovered a publicly traded vehicle whose largest holding is Anthropic.
Not Nvidia. Not Riot. Not another company merely selling equipment to the AI boom.
This is a potential backdoor into the private company creating that demand. It also offers exposure to Databricks and Anduril and can be purchased through an ordinary brokerage account.
Before the next major Anthropic headline puts millions of new eyes on the opportunity.
Click here to learn more about the ticker before the next headline hits.
Good investing,
Alexander Green
Chief Investment Strategist, The Oxford Club
P.S. One headline says Anthropic is locking up 191 megawatts for 20 years.
The other says today's $2 trillion market machine may be far more fragile than it looks.
I know which side I want exposure to before the IPO stampede.
Learn more about the mystery ticker now.
3 Energy Stocks Raising Dividends as the Sector Surges
Submitted by Leo Miller. Article Published: 8/20/2026.
Key Points
- The energy sector has led all S&P 500 sectors in 2026 with a total return above 40%, fueled by surging oil prices.
- BP, Excelerate Energy, and Occidental Petroleum recently raised their dividends while maintaining strong yields and sustainable payout ratios based on cash flow.
- Occidental Petroleum, a top Berkshire Hathaway holding, boosted its dividend about 8% after generating roughly $3 billion in free cash flow and cutting debt in Q2.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
Energy is the best-performing sector in 2026, and it is not even close. The S&P 500 energy sector has delivered a total return of more than 40% in 2026. Meanwhile, the next-best-performing sector, technology, has returned less than 30%. Significant increases in energy commodity prices have benefited the sector, with West Texas Intermediate oil futures up more than 40% in 2026.
While energy’s price performance may not always remain this strong, many companies in the sector offer solid dividend yields, making them appealing to income-focused investors.
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The petrodollar arrangement that anchored the US dollar for 50 years quietly expired in June 2024. Since then, China has cut its Treasury holdings by 45% from their peak, and BRICS nations offloaded $47 billion of American debt in a single month.
The Trump administration has responded with a $12 billion critical minerals stockpile called Project Vault, equity stakes in miners like MP Materials and Lithium Americas, and a push to secure resources from Greenland to Ukraine.
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Watch the full documentary before December's economic summit in MiamiThe energy sector has also recently seen a wave of dividend increases, ranging from some of the biggest names in refining to companies operating in lesser-known market niches.
Three names boosting their payouts offer meaningful yields, solid dividend sustainability and strong performance in 2026.
BP Boasts Over 4% Yield as Profits Rise 78%
First up is one of the world’s best-known energy companies, BP (NYSE: BP). With a market capitalization of around $110 billion, BP is one of the 15 most valuable firms in the worldwide oil, gas and consumable fuels industry. The stock has performed well in 2026, generating a return of nearly 30%. Soaring oil prices have helped the company’s profits balloon.
“Underlying profit” is the key performance metric BP references. It adjusts for fluctuations in the value of oil inventories and rose 78% year over year (YOY) in the second quarter. This increase came even as refining throughput fell 4% from the first quarter because of planned facility maintenance.
BP also announced a 4% increase to its quarterly dividend. While this boost is moderate, it adds to BP’s already strong dividend yield, which stands near 4.6% on a forward basis. This figure significantly exceeds the yields of several U.S. oil giants, including Chevron (NYSE: CVX), which offers an approximately 3.5% yield.
At first glance, BP’s dividend sustainability looks questionable, with its payout ratio near 100%. However, cash flow is often a better measure of dividend sustainability for capital-intensive companies. On that basis, BP’s payout ratio is just 21%, indicating that its dividend is well supported.
Excelerate Energy Raises Dividend 12.5% as Shares Take Off
Excelerate Energy (NYSE: EE) is a significant player in the liquefied natural gas (LNG) industry, with a market capitalization of more than $4 billion. The company’s floating storage and regasification units (FSRUs) convert LNG into natural gas, which then flows through pipeline infrastructure. Much of its demand comes from island nations that lack direct access to natural gas for uses such as heating. The stock has also delivered strong returns in 2026, gaining nearly 40%.
Notably, the company posted adjusted EBITDA growth of 12% YOY last quarter. Excelerate raised its full-year adjusted EBITDA guidance to $490 million to $515 million, citing a strong first half. The company also continues to add capacity to serve demand, targeting the commercial deployment of its recently purchased Methane Patricia Camila unit in early 2028.
Excelerate announced a hefty 12.5% dividend increase in its latest earnings report, raising its payout to 9 cents per quarter. Although the resulting forward dividend yield is near 1%, it still provides a moderate income return. Meanwhile, Excelerate already has a very strong payout ratio of about 22%, and analysts expect that figure to improve to 16% based on next year’s earnings estimates.
Berkshire Holding Occidental Petroleum Issues Sizable Dividend Boost
Occidental Petroleum (NYSE: OXY) may not be a household name, but Berkshire Hathaway (NYSE: BRK.B) knows the company well. Berkshire invested $7.7 billion in OXY in the first quarter of 2022, and it continues to be one of the firm’s largest holdings, even after Warren Buffett’s retirement. At around $12.9 billion, OXY accounted for 4.3% of Berkshire’s portfolio as of the end of the second quarter. In retirement, Buffett is likely smiling at OXY’s 2026 performance, with shares delivering a total return of more than 40%.
Occidental delivered robust financial results in the second quarter, generating around $3 billion in free cash flow. This was the company’s highest free cash flow total since late 2022. Occidental also raised its full-year production guidance and reduced its principal debt by $1.5 billion from the first quarter, bringing it to its lowest level since the second quarter of 2019.
Occidental is adding to its dividend, increasing its quarterly payout by about 8%. The stock’s forward yield now stands at 1.8%, providing a solid stream of dividend income. Additionally, Occidental is in a strong position when it comes to dividend sustainability. Its payout ratio is only around 16%, while its cash flow-based payout ratio is near 10%.
Occidental Watch Items: Capital Spending Decreases After 2027, Berkshire Position
Looking ahead, it will be important to see whether Occidental can achieve its target of improving sustainable cash flow by $4 billion by 2030. The company expects to accomplish this through lower costs and reduced capital spending, making trends in these figures important to watch after 2027. Occidental expects capital spending of $5.5 billion to $5.9 billion in 2026 and $5.9 billion in 2027.
Changes in Berkshire’s Occidental holding will also be notable. Since the first quarter of 2025, Berkshire has consistently held around 265 million OXY shares. Changes in this figure could indicate whether Berkshire’s conviction in the company is strengthening or deteriorating.
A Star Investor Just Trimmed Amazon—Here's What It means
Author: Sam Quirke. Publication Date: 8/18/2026.
Key Points
- Dan Loeb's Third Point trimmed its Amazon stake by roughly 10%, but the fund still holds it as a top position, suggesting routine rebalancing rather than a loss of confidence.
- Other major hedge funds, including Baupost, Coatue Management, and Appaloosa, increased their Amazon holdings during the same period, indicating broad institutional confidence in the stock.
- Amazon shares fell nearly 10% from highs mainly because of concerns over $220 billion in planned spending, negative free cash flow, and profit reliance on its Anthropic stake gain.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
Few things unsettle investors quite like the sight of a famous name heading for the exit.
So when news broke last week that investor Dan Loeb's Third Point fund had trimmed its stake in Amazon.com Inc. (NASDAQ: AMZN), just as the shares slid back from record highs, it was tempting to view the move as a red flag. If one of the sharpest investors around is selling, perhaps ordinary shareholders should worry, too?
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The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings.
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See the 5 stocks to avoidHowever, the reality is more nuanced, and a closer look at the move tells a very different story.
Far from being a dramatic vote of no confidence, Third Point's decision looks like routine portfolio housekeeping. The broader picture actually paints Amazon in a reassuring light.
The real story, it turns out, has very little to do with Dan Loeb and Third Point at all.
A Trim, Not a Retreat
The first thing to note is the scale of the move, or rather the lack of it. Third Point reduced its Amazon holding by roughly 10%—hardly the kind of wholesale dumping that would signal a loss of faith. Even after the sale, Amazon remains one of the fund's largest disclosed positions and, by some measures, its highest-quality holding.
That context matters. This wasn't so much a manager throwing in the towel on a soured investment as an investor reducing one position among many, most likely to free up cash for other trades. Indeed, Third Point was buying elsewhere during the same period, making the move look like textbook fund rebalancing.
Seen in that light, reading too deeply into Third Point's sale would be a mistake.
What the Funds Are Doing
If Third Point's move still leaves a nagging doubt, its peers' behavior should help settle it. While one prominent fund was trimming its position, several others were doing the opposite, adding to their Amazon stakes with enthusiasm.
The list of buyers includes a roll call of respected names. Seth Klarman's Baupost fund increased its holding, as did tech-focused Coatue Management, which boosted its position by almost half. David Tepper's Appaloosa added to its stake, too, painting a picture of broad institutional appetite rather than retreat.
This is the crucial point: Not only is smart money failing to flee Amazon, but it is mostly moving in the other direction. More big names are buying—and buying aggressively—than heading for the door. If anything, institutional conviction is tilting bullish.
The Real Reason Shares Have Slipped
If the hedge fund trim is a red herring, what actually explains Amazon's nearly 10% slide from its highs? The answer lies in its recent earnings, released at the end of July, and specifically in a growing debate about the eye-watering sums the company is spending.
On the face of it, Amazon's results were strong, with its all-important cloud division growing rapidly and profitability improving. The concern is what that growth is costing. Amazon has dramatically raised its spending plans for the year to a colossal $220 billion, a level of investment so vast that it has pushed the company's free cash flow into negative territory. That has unnerved investors who worry the returns may not justify the outlay.
It didn't help that a large portion of Amazon's reported profit came not from its core operations, but from a one-off paper gain tied to the rising value of its stake in AI company Anthropic. The recent slide may reflect investors' concerns about how dependent July's profit report was on that windfall.
Look Past the Headline
Still, the picture is far less alarming than a headline about a star investor selling—or the stock selling off over the past fortnight—might suggest. The trimmed position itself is a footnote: a modest rebalancing that has been swamped by purchases from other major funds, not the smoke signal of trouble some might fear. The real story is the more familiar tension surrounding Amazon.
On one side are the bulls, who view the enormous spending as the price of cementing Amazon's lead in cloud computing and AI—an investment that will pay off handsomely over time. On the other are the skeptics, who worry that the returns on all that capital remain largely unproven and that the shares have run too far, too fast.
It makes for a real debate, and one that will define the stock far more than any hedge fund's regulatory filing. For now, that means watching Amazon's spending, rather than its shareholder list, will tell investors more about where the shares go next.
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