Dear Fellow Investor,
Picture the fastest computer you can imagine.
Now picture it sitting next to an old typewriter.
George Gilder believes that massive difference is where today's AI is headed.
The reason is a new kind of chip.
It is called wafer scale technology.
Today’s chips are made by slicing a silicon wafer into many small chips.
This one uses the whole wafer as a single giant chip.
George says it can do in minutes what today's AI needs days to finish.
And it does it on a fraction of the power.
He believes the giant data centers running AI today could end up as tomorrow's typewriters.
George will not name the company behind this chip in public.
But he will hand it to you if you take a look.
See the chip that could retire today's AI
To the future,
Roger Michalski
Publisher, Eagle Financial Publications
3 Dividend Kings With Income, Stability, and a Possible Catalyst
By Chris Markoch. Originally Published: 6/16/2026.
Key Points
- Coca-Cola, Colgate-Palmolive, and Stanley Black & Decker are Dividend Kings with durable payout records.
- A softer inflation outlook could help investors refocus on total return, not just dividend yield.
- Each stock offers a different mix of income, defensive stability, and recovery potential.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
Many market analysts believe the current environment of entrenched inflation and higher-for-longer interest rates will be a headwind on the economy into 2027. That combination has made dividend stocks less attractive in recent years.
But what if that narrative is wrong? On June 14, an outline of a peace deal was announced between the United States and Iran. If—and it’s still a big "if" as of this writing—the agreement goes forward, the Strait of Hormuz will reopen, easing oil prices, which have been a major contributor to the recent spike in inflation.
Giving “2022 pre-ChatGPT” vibes (but 10x bigger) (Ad)
When ChatGPT launched in 2022, Nvidia surged 1,800% over three years. Now, Nvidia's CEO suggests July 22nd could trigger a comparable wealth event - tied to a Tesla technology reveal Elon Musk has called '10x bigger than the largest product in history.'
Analyst Matt Monaco - who previously identified the crypto and AI mega trends early - has released a full briefing on how to get positioned before the potential July 22nd launch date. Past performance doesn't indicate future results, and all trading carries risk.
Access Matt Monaco's full briefing before the July 22nd revealIf inflation drifts lower, the possibility of rate hikes will decline. And that, in turn, would rekindle investor hopes for a rate cut later in 2026 or in early 2027.
That combination would allow investors to focus on a stock’s total return potential, which includes the dividend yield plus capital appreciation. One area to focus on is dividend kings that look undervalued.
Coca-Cola Continues to Reward Long-Term Shareholders
Coca-Cola Co. (NYSE: KO) is up more than 14% in 2026 and showing why it fits perfectly with Warren Buffett’s value investment strategy. Over the past five years, KO is up more than 48% and has delivered a total return of over 71%. That includes its dividend, which yields about 2.6% and has increased for 64 consecutive years.
Coca-Cola is often linked to PepsiCo (NASDAQ: PEP), and in better times, Pepsi had the upper hand thanks to the diversity of its Frito-Lay acquisition. But in an economy where companies face margin pressure, Coca-Cola is benefiting from its more streamlined business model.
In the current quarter, Coca-Cola could get a marketing boost from its FIFA World Cup sponsorship, which may help offset ongoing pressure from higher commodity prices. That pressure isn’t likely to abate, but the annualized increases should normalize.
Stock charts tell a story, and the KO chart shows a company that has been a buy on any pullback. More importantly, the stock is up significantly since falling to around the low-$40s during the March 2020 market sell-off.
Colgate-Palmolive Delivers Stability and Dividend Growth
The overarching narrative has been that consumer staples stocks have performed poorly. But as history has shown, quality matters. Over the last five years, Colgate-Palmolive (NYSE: CL) is up over 8.5%. It hasn’t outperformed the broader market, but it has delivered the defensive stability and dividend income investors expect from a high-quality consumer staples stock.
The near-term setup looks stronger. The stock is up more than 14% in 2026, and the company has demonstrated its ability to manage the impact of higher raw-material and logistics costs. Summer travel demand is expected to remain solid, which should help sales of the company’s signature personal care products. Investors should also not be too quick to discount Colgate-Palmolive's pet care segment, which includes the Hill’s brand.
As of June 15, CL trades about 5.8% below the consensus price target of analysts tracked by MarketBeat, which stands at $95.88. The next catalyst for the stock could come from its earnings report expected in late July, which may reset the outlook for the second half. Either way, investors are getting a dividend that has increased for 63 consecutive years, yields 2.34%, and pays out $2.12 per share annually.
Stanley Black & Decker Offers Income and Recovery Potential
Stanley Black & Decker (NYSE: SWK) is an industrial stock with a consumer angle that may be ready to refire. The company’s Q1 2026 earnings report showed strength in the company’s Engineered Fastening and PRO segments. That reflects the increased infrastructure spending flowing into the economy.
That has helped push SWK up more than 30% in the last 12 months and over 14% in 2026. Unlike the steadier consumer staples names, Stanley Black & Decker is still a recovery story, with shares well below prior highs. That weakness is also part of the opportunity. The company is a go-to name for the literal picks and shovels that will be needed to build out infrastructure in all its forms.
In the second half, a stronger consumer could be a catalyst worth watching. Stanley Black & Decker is the parent company of the CRAFTSMAN brand. That’s part of the Tools and Outdoor segment, where organic revenue was down 1%, primarily due to lower retail volumes in North America.
But that’s where the opportunity may be. In the meantime, investors are being paid well to wait on SWK. The company’s dividend has increased for 58 consecutive years, yields 3.88%, and pays $3.32 per share annually.
3 Stocks Doing the Heavy Lifting in Healthcare’s Rebound
By Jessica Mitacek. Originally Published: 6/18/2026.
Key Points
- Eli Lilly, Humana, and DexCom have driven a broad healthcare sector recovery, with the sector gaining 5.4% over the past month.
- Eli Lilly's GLP-1 drug line, including Mounjaro and Zepbound, fueled a Q1 revenue beat of $19.8 billion, 56% higher year over year.
- Humana's margins improved sharply as elective treatments moderated, while DexCom expanded into the non-insulin Type 2 diabetes market.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
Until recently, it had been a lackluster year for the healthcare sector. From high medical utilization squeezing insurers to structural cost pressures and valuation hangovers, medical stocks have lagged much of the broader market this year. But there are some indications that the tide is turning.
The market’s increasingly concentrated tech focus continues to encourage rotation into overlooked, defensive sectors like healthcare. At the same time, costs are beginning to stabilize, and the U.S. Food and Drug Administration (FDA) has been supportive of the biopharma pipeline, meeting review deadlines and accelerating pathways for novel therapies.
Giving “2022 pre-ChatGPT” vibes (but 10x bigger) (Ad)
When ChatGPT launched in 2022, Nvidia surged 1,800% over three years. Now, Nvidia's CEO suggests July 22nd could trigger a comparable wealth event - tied to a Tesla technology reveal Elon Musk has called '10x bigger than the largest product in history.'
Analyst Matt Monaco - who previously identified the crypto and AI mega trends early - has released a full briefing on how to get positioned before the potential July 22nd launch date. Past performance doesn't indicate future results, and all trading carries risk.
Access Matt Monaco's full briefing before the July 22nd revealOver the past month, healthcare’s 5.4% gain has only trailed financials, at 6.36%, and tech, at 5.78%. While that broad turnaround has been welcomed by investors looking for a spark from the sector, the outsized performances of three stocks in particular have played a big role in the rally.
Eli Lilly: The Market Cap King of Pharma Continues Its GLP-1 Dominance
Big Pharma member Eli Lilly (NYSE: LLY) boasts the largest market cap by far of any healthcare company. At about $1 trillion, Eli Lilly is nearly double that of Johnson & Johnson (NYSE: JNJ), whose $562 billion market cap ranks second.
So when LLY outperforms, it has the ability to move the broader sector as a whole.
Over the past month, shares are up around 11%, continuing a rally that’s seen the stock rise nearly 31% from its year-to-date (YTD) low on April 29. There are numerous catalysts driving Eli Lilly’s performance of late, but the surge mainly comes down to the hypergrowth of its GLP-1 metabolic drug line.
The pharmaceutical company’s two flagship GLP-1 drugs, Mounjaro and Zepbound, continue to dominate the global market. In Q1 2026, sales of Mounjaro—which is most often prescribed to treat Type 2 diabetes—jumped 125% year over year (YOY) to nearly $8.7 billion. Zepbound added more than $4 billion in sales, good for a YOY increase of around 80%.
On April 1, Eli Lilly received FDA approval for its oral GLP-1 pill, Foundayo. Because Foundayo is a pill and doesn't require strict food and water fasting restrictions like older oral biologics, it vastly expands Eli Lilly’s total addressable market for individuals who are looking to avoid injectable therapeutics.
So it was no surprise when the company blew past earnings expectations in Q1, with earnings per share (EPS) of $8.55 easily surpassing analyst expectations of $6.97, and revenue of $19.8 billion coming in above the forecasted $17.82 billion and 56% higher YOY.
But with a forward price-to-earnings (P/E) multiple of around 31, critics contend that LLY is trading at tech stock valuations rather than a defensive healthcare position.
Nonetheless, as the sector’s largest player, 25 of the 30 analysts currently covering Eli Lilly assign it a Buy or Strong Buy rating, with the stock receiving a consensus Moderate Buy rating. Meanwhile, the average 12-month price target for LLY implies approximately 10% additional upside.
Humana: Elective Treatments Moderate, Humana’s Margins Expand
Louisville-based insurance provider Humana (NYSE: HUM) has been one of the market’s biggest comeback stories in 2026.
At the end of Q1, the stock was down more than 70% from its all-time high in 2022.
That was mostly driven by a post-pandemic rush of medical treatment that saw Humana’s benefit ratio—the percentage of premiums spent on actual medical care—climb to an unsustainable 93% by the end of 2025.
But after hitting its five-year low on March 12, the stock has gained nearly 123%, including more than 18% over the past month.
After years of facing staggeringly high benefit ratios, Humana has seen elective treatments moderate, which in turn has widened the company’s margins. In Q1, net income margin stood at 2.99% versus negative 2.39% in Q4 2025 and 0.59% in Q3 2025.
Analysts were also impressed with Humana’s revenue growth, which in Q1 registered 23.47% after averaging just 10.17% over the preceding five quarters. Of the 28 analysts covering Humana, only nine have assigned it a Buy or Strong Buy rating. Overall, it receives a consensus Hold rating and an average 12-month price target that suggests a notable correction could be in the cards after HUM’s share price has run up in recent months.
DexCom: The Surging Diabetes-Monitoring MedTech
With a market cap of nearly $28 billion, DexCom (NASDAQ: DXCM) is the least recognizable stock on this list.
The company develops, manufactures, and distributes medical devices, including continuous glucose monitoring (CGM) systems for people with diabetes.
Its products are designed to provide near-real-time glucose readings, trend data, and alerts to help patients and clinicians manage insulin dosing and reduce the risk of hypoglycemia and hyperglycemia.
The stock had fallen on tough times, down nearly 55% from its all-time high in November 2021. But DexCom changed the narrative with a massive expansion into the non-insulin market.
Historically, CGMs were primarily targeted to intensive insulin users. But the company is aggressively moving into the broader Type 2 diabetes and preventative health markets.
At an American Diabetes Association conference in June, DexCom released landmark data from its CONNECT trial, demonstrating that its flagship G7 sensor led to statistically significant reductions in blood sugar levels for adults with Type 2 diabetes who do not use insulin. At the same time, the company released a revamped app for Stelo, the first over-the-counter CGM designed specifically for pre-diabetics and Type 2 diabetics not on insulin, thereby opening up a massive new addressable market for the company.
DXCM is now up more than 27% since its YTD low on April 29, including a gain of more than 15% over the past month. DexCom has beaten EPS estimates for four consecutive quarters, with revenue growth averaging 15.61% over that time versus the 1.97% growth it saw in the preceding period.
Despite the recent run-up, analysts forecast nearly 19% additional upside over the next 12 months, along with a consensus Moderate Buy rating.
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