A Message From Profits Run

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These 4 Companies Are Monetizing AI Today

By Thomas Hughes. Originally Published: 9/23/2026.

Monetizing AI matters for many reasons, including recapturing hundreds of billions of dollars in infrastructure spending, advancing the technology and, of course, generating profits. The challenge is that AI monetization requires a delicate balance between upfront costs, ongoing research and adoption—and adoption may be the greatest risk of all.

While upfront research costs are enormous, they can be mitigated if users embrace the technology. The risk lies in driving usage too far, too quickly and eroding confidence in AI’s capacity and capabilities. Companies monetizing AI today share several qualities, including proven utility for consumers and the ability to innovate within their respective markets. More importantly, each has a moat that helps protect future cash flow.

No Company Monetizes AI Like NVIDIA

NVIDIA (NASDAQ: NVDA) is the hands-down winner when it comes to monetizing AI, providing both the hardware and the full-stack software needed to run it.

Hardware is the primary source of revenue, including GPUs and the networking equipment that connects them into clusters. It drives most of NVIDIA’s revenue and earnings, but other avenues include royalties, revenue-sharing agreements and investments in future technology.

Royalties and revenue-sharing are linked to neoclouds and startups that provide third-party services using NVIDIA technology. Investments in future technology are circular, helping NVIDIA stay ahead of the curve while providing GPU customers with additional capital.

The impact on NVIDIA’s cash flow is substantial and reflected in its balance sheet. Its cash pile has grown over the past few years and remained high at more than $50.5 billion as of Q2, despite aggressive investments. This enables a token dividend, dividend increases and share buybacks, which incrementally reduce the share count. Looking ahead, NVIDIA is likely to continue generating strong cash flow and sustaining capital returns over time.

Microsoft Leads With Embedded Services

While it receives less attention than other AI companies, Microsoft (NASDAQ: MSFT) leads in monetizing AI applications.

The company is embedding AI throughout its ecosystem, using it both as an incentive and as an upsell to drive business.

Recent earnings results included an overall outperformance, accelerating growth in the cloud segments and strength in Azure, the company’s cloud infrastructure business, which saw annual revenue top $100 billion for the first time.

Looking ahead, analysts forecast that Microsoft will sustain modest, single-digit growth and steadily widening margins over the next five to 10 years.

Like NVIDIA, Microsoft uses its cash flow to maintain financial health, reinvest in new technology and return capital to shareholders. It also pays a token, albeit slightly larger, dividend while incrementally reducing its share count. Forty-seven analysts rate MSFT as a Moderate Buy, with approximately 15% upside as of late September, compared with NVIDIA’s Buy rating and 40% upside potential.

Alphabet Taps Consumers to Monetize AI

Alphabet (NASDAQ: GOOGL) monetizes AI in many ways, including through software, infrastructure and services, but its primary driver is the advertising business.

AI increases both clicks and ad quality, which, in turn, are reflected in the company’s results. First-half 2026 results included a sixth and seventh consecutive quarter of accelerating revenue growth, along with outperformance and strong guidance. Second-quarter revenue rose nearly 25% year over year.

The Services segment, which accounts for about 90% of the business, underpins the results and is supported by strength in Cloud. Google Cloud grew more than 80%, driven by strength across all business lines.

Alphabet, too, pays a token dividend and incrementally reduces its share count. A healthy balance sheet, low and manageable debt and relatively unimpeded cash flow help offset its tepid return. These factors limit risk, provide some insulation amid higher interest rates and give institutional investors a reason to buy.

Palantir Monetizes AI Safety

Palantir (NASDAQ: PLTR) monetizes AI in several ways, but first and foremost as an orchestration layer that allows businesses and governments to access AI safely.

Its moat lies in compliance and its Ontology, the data layer beneath its AIP platform. It keeps data safe and secure while creating easy-to-follow roadmaps for AI adoption. Palantir’s products not only make AI safer but also make it more useful, which drives broader adoption. Catalysts in 2026 include accelerating revenue growth and profitability.

Palantir is returning capital, but at an even slower pace, choosing to offset share-based compensation while preserving capital for growth initiatives. The company has an aggressive go-to-market strategy focused on onboarding clients and developing solutions before they commit. The approach works, translating into long-term contracts and rapidly improving revenue visibility.

Analyst trends reflect these strengths, with coverage increasing, sentiment firming and price targets trending higher. The consensus price target forecasts only modest upside, but the trend matters, with the high-end price target implying fresh all-time highs. Institutions are buying and helping underpin the stock’s price action.

A Message From Porter & Company

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Treasury Yields Hit a 19-Year High—These 2 Bond ETFs Offer Monthly Income

Authored by Jessica Mitacek. Originally Published: 9/24/2026.

While the recent surge in bond rates could spell trouble for some corners of the equities market, there is a silver lining for income investors looking to bolster their dividend portfolios.

As bond yields rise, income distributions from bond exchange-traded funds (ETFs) gradually adjust to reflect those increases. The likelihood of higher future payouts makes two ETFs—which already provide investors with strong yields—increasingly appealing: the Vanguard Short-Term Bond ETF (NYSEARCA: BSV) and Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ: VCIT).

Bond Yields Keep Climbing Despite Treasury’s Expanded Buybacks

Despite the U.S. Treasury’s attempt to expand buybacks to provide liquidity support and help rein in surging bond yields, the plan has backfired. Longer-dated Treasury yields have rebounded, suggesting that the plan itself is incapable of containing borrowing costs.

In an Aug. 19 press release, the Treasury said that it was “increasing, by at least double, the size of liquidity support buyback operations for longer-dated nominal coupon securities (the 10-year to 20-year sector and the 20-year to 30-year sector).”

That measure increased the previous maximum of $2 billion per operation to $4 billion. But one month later, in an updated schedule published Sept. 9, the Treasury set its Sept. 10 buyback of 10- to 20-year securities at up to $6 billion and scheduled a Sept. 24 buyback of 20- to 30-year securities at $4 billion or more.

Analysts widely viewed that move as an attempt to combat rising yields driven by inflation and record U.S. national debt. The latter surpassed $40 trillion in late August, having officially doubled from its 2017 level.

As a result, the 10-year Treasury recently hit its highest level since 2007 and is currently trading around 5%. For context, that remains well below the 10-year’s all-time high of 15.84% in 1981. However, the speed at which it has increased since its all-time low of 0.55% in July 2020 has been jarring.

Combined with the Federal Reserve’s first interest rate hike since 2023, the increase has renewed pressure on rate-sensitive stocks. But there’s a silver lining for bond funds. Yields can increase as lower-rate bonds mature and are replaced by newer bonds offering higher rates.

That’s particularly good news for BSV and VCIT, which have paid shareholders trailing-12-month (TTM) yields of approximately 4% and 5%, respectively. Both could see increases in their monthly distributions amid the current rising-rate environment.

BSV: Vanguard’s Short-Term Bond ETF Captures Higher Yields More Quickly

Unlike funds that hold longer-dated bonds, shorter-duration bond funds can reinvest maturing principal more quickly.

As a result, their portfolio income can adjust faster as market yields change, and their distributions can rise alongside interest rates.

That dynamic can particularly benefit a fund like the Vanguard Short-Term Bond ETF (BSV).

BSV aims to track the performance of a market-weighted bond index with a short-term, dollar-weighted average maturity.

It employs a passive management, or indexing, strategy—alongside a net expense ratio of just 0.03%—designed to track the performance of the Bloomberg U.S. 1–5 Year Government/Credit Float Adjusted Index.

That index includes all medium and larger issues of the United States federal government, as well as investment-grade corporate bonds and investment-grade international dollar-denominated bonds that have maturities between one and five years and are publicly issued. At least 80% of BSV’s total net assets—around $46.6 billion—are invested in bonds held in the index.

The ETF has traded within an extremely well-defined range for the past two years. In doing so, it has lost around 3% over the past year and less than 1% since July 2024. But what BSV lacks in appreciation, it makes up for in distributions. Its TTM yield stands at 4.1%, or $3.13 per share annually, paid in monthly installments.

VCIT: Vanguard’s Intermediate-Term Corporate Bond ETF Offers Higher Yields

Corporate bond funds tend to have a close correlation with the performance of U.S. Treasury rates.

However, because they are significantly exposed to companies’ financial health, they pay higher yields than their nearly risk-free Treasury counterparts to compensate shareholders for the default risks they assume.

That is exactly what the Vanguard Intermediate-Term Corporate Bond ETF (VCIT) offers investors.

The fund seeks to track the performance of the Bloomberg U.S. 5–10 Year Corporate Bond Index.

That index measures the investment return of U.S. dollar-denominated, investment-grade, fixed-rate, taxable securities issued by companies operating predominantly in the industrials, utilities and financials sectors, with maturities between five and 10 years.

Looking at the ETF’s current portfolio composition, investors get bond exposure to companies like Amazon (NASDAQ: AMZN), Boeing (NYSE: BA), Bank of America (NYSE: BAC), SpaceX (NASDAQ: SPCX), Anheuser-Busch InBev (NYSE: BUD) and Pfizer (NYSE: PFE). That diversified, investment-grade mix helps support VCIT’s higher yield relative to Treasury-focused bond funds.

Because of its corporate exposure, VCIT is marginally more volatile than BSV, with a beta of 0.33 versus 0.09, respectively. That has contributed to a one-year loss of around 6%, but also to about a 6% gain from its five-year low in October 2022.

But what draws investors to the fund is its dividend. VCIT has a TTM yield of 5.02%, or $3.97 per share annually, paid in monthly installments.