 Dear Reader, Do you hold any of these AI stocks? 
Wall Street insider Jason Bodner — the man who called Nvidia at $4.50 — says today’s AI stocks are about to hit a wall. And a completely different group of AI firms… names Wall Street is starting to ignore… are about to take off. This has nothing to do with SpaceX… A new chatbot… Autonomous robots… Or anything you’re likely hearing about. It has to do with a brand-new “light-speed” device turning AI as we know it into “Accelerated AI”… Making it 100 times faster… And 100 times more energy efficient — right here, on Earth. Already, some of the biggest tech investors like Elon Musk, Mark Zuckerberg, Cathie Wood, and Bill Gates are moving money into it. Just to name a few… They’re all moving money to prepare for what’s coming. But you won’t hear anything about it in the mainstream news… In fact, TV pundits spent most of this past year talking about AI worries and its “existential risk” to jobs… Or arguing whether we’re in an AI bubble and when it would pop… That’s why most Americans won’t see it coming until it’s too late. Don’t be one of them… Because if you’re holding the wrong AI stocks when “Accelerated AI” goes mainstream… You could spend the next decade just trying to claw back to even… But if you make the one move Jason reveals in this urgent video message… The next 12 to 24 months could hand you bigger gains than the entire AI boom of the last three years. Click here to hear the full story and get ahead of the crowd. But hurry, because this opportunity won’t stay hidden much longer. We have so much to look forward to, Jeff Brown
Founder & CEO, Brownstone Research P.S. Jason also shares details on 10 popular AI stocks he says you must dump before this shift goes mainstream. Names sitting in millions of 401(k)s, IRAs, and brokerage accounts. Click here to see if yours made the list.
Monday's Bonus Story
3 Energy Stocks Raising Dividends as the Sector SurgesAuthored 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: A Tiny Gold Property Borders Barrick's Massive Nevada Discoveries
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%. Large 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 returns, making them appealing to investors.
The 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 companies 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. The figure rose strongly, increasing 78% year over year (YOY) in Q2. This came even as refining throughput declined 4% from Q1 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 dividend 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 Ups Dividend 12.5% as Shares Take OffExcelerate 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 meet demand, targeting the commercial deployment of its recently purchased Methane Patricia Camila unit in early 2028. Excelerate announced a hefty 12.5% dividend increase during its latest earnings report, raising its payout to 9 cents per quarter. Although the payout is not large, Excelerate’s forward dividend yield of nearly 1% provides a moderate income return. Meanwhile, Excelerate already has a very strong payout ratio of around 22%, and analysts expect the figure to improve to 16% based on next year’s earnings estimates. Top Berkshire Position Occidental Petroleum Issues Sizable Dividend BoostOccidental Petroleum (NYSE: OXY) is not necessarily a household energy name, but Berkshire Hathaway (NYSE: BRK.B) knows the company well. Berkshire invested $7.7 billion in OXY in Q1 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 Q2. In retirement, Buffett is likely smiling at OXY’s 2026 performance, with shares delivering a total return of more than 40%. Occidental posted robust financial results in Q2, generating around $3 billion in free cash flow. This was the company’s highest free cash flow total since late 2022. It also raised its full-year production guidance and reduced its principal debt by $1.5 billion from Q1, bringing it to its lowest level since Q2 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 regarding 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 Post-2027, Berkshire PositionLooking ahead, it will be important to see whether Occidental can achieve its $4 billion sustainable cash flow improvement target by 2030. The company expects to reach this goal through lower costs and reduced capital spending, making changes 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 Q1 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. . |