Dividend hikes came in waves this week. Three names stood out on size alone: a healthcare distributor, a regional bank, and an integrated oil producer. All three handed shareholders raises of 10% or more. Here is what each move means, and the watchlist names worth eyeing next.

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A power specialist whose data center business more than doubled last year: analyst target +55%.

A networking company moving data between thousands of AI chips at once: +33%.

A chip designer Google, Meta and OpenAI are lining up behind: +47%.

A contractor with almost no debt: +37%.

A server and switch builder: +30%.

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DTE Energy (NYSE: DTE) has agreed to sell most of its DTE Vantage business for approximately $3 billion to institutional buyers advised by J.P. Morgan Asset Management. The transaction excludes EES Coke and is expected to close in the first half of 2027.

The sale supports DTE's plan to invest about $44 billion in its electric and gas utilities over the next five years, shifting more resources to those operations.

Selling One Source of Income to Build Another

DTE Vantage operates outside the company's regulated utilities, so selling it also means giving up the earnings those operations would otherwise produce. You can think of the tradeoff as choosing between keeping an existing income source and funding projects expected to support the utility business for years.

The sale gives DTE another source of money for that construction work, reducing the amount it would otherwise need to raise through borrowing or issuing additional shares.

A Large Spending Plan Is Already Underway

DTE invested nearly $4.1 billion in its utilities through the third quarter and remains on track to spend $6.1 billion in 2026. The work includes updating electric and gas systems and adding power generation.

DTE also faces a challenge you will recognize from any major construction plan: costs can rise before the work is finished. The sale's value will depend partly on how well the company controls those costs and puts the proceeds to work.

(DTE currently trades at $136 and pays a dividend of $4.66 per share, a yield of 3.39%.)

Dr. Reddy's Laboratories (NYSE: RDY) received Brazilian approval to market and sell a generic version of Ozempic, Novo Nordisk's widely known diabetes medicine. The decision gives the company another market for semaglutide, the drug's active ingredient.

Brazil's health regulator, ANVISA, cleared the injection for adults whose type 2 diabetes is not adequately controlled, alongside diet and exercise. The approval covers diabetes treatment, not weight loss.

An Established Medicine Opens a New Business Opportunity

Semaglutide lost patent protection in Brazil in March, allowing competing manufacturers to enter the market. Dr. Reddy's is seeking a share of an existing drug business rather than introducing an entirely new treatment.

Once patent protection ends, several manufacturers can compete for sales previously concentrated around the original medicine. Winning business then depends on factors such as price, product availability and the ability to supply pharmacies consistently.

A Large Market Still Requires Customers

Brazil has approximately 16.6 million adults aged 20 to 79 living with diabetes, ranking sixth globally. The figure covers diabetes broadly, so it should not be treated as the number of people eligible for this particular treatment.

The population figure may shape your first impression of the opportunity, but Dr. Reddy's sales will depend on how many eligible patients its product reaches. Approval permits it to compete, but it doesn't guarantee a specific market share.

(RDY currently trades at $14 and pays a dividend of $0.064 per share, a yield of 0.44%.)

This report focuses on a narrow group of stocks identified through a detailed screening process.

Analysts apply a combination of metrics to narrow down potential opportunities.

Past selections have shown strong momentum, but no outcomes are guaranteed.

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Qualcomm (NASDAQ: QCOM) signed a multiyear agreement to supply technology and software for SpaceX's planned nationwide Starlink Mobile network. Deployment is expected to begin in 2027 and cover tens of thousands of cell sites across the U.S.

The agreement gives Qualcomm a larger role in the equipment that connects mobile phones to wireless networks. The company described the contract as its biggest 5G deal, though it did not disclose the financial terms.

Another Business Beyond Smartphone Chips

Qualcomm is widely known for smartphone chips, but it has been expanding into other markets. Supplying technology for cell sites adds another way to earn revenue from wireless communications.

The business difference becomes clearer when you separate the phones from the network connecting them: Qualcomm can sell technology for both. The SpaceX agreement extends its reach into network equipment, where it competes with other established chip suppliers.

Construction Will Determine How Quickly Business Arrives

Qualcomm already supports 5G networks in Japan and Vietnam, giving it experience beyond smartphone components. SpaceX provides another major customer, but building a nationwide U.S. network requires substantial spending and coordination.

As you follow the business connection, SpaceX's construction schedule becomes part of Qualcomm's sales opportunity. A faster build could bring equipment demand sooner, while delays could push that business further out.

(QCOM currently trades at $158 and pays a dividend of $3.68 per share, a yield of 2.33%.)

BOK Financial (BOKF) boosted its quarterly dividend 24% from $0.63 to $0.78 per share.

Cencora (COR) raised its quarterly payout 10% from $0.60 to $0.66 per share.

Suncor Energy (SU) lifted its quarterly dividend 10% to C$0.66 per share, payable December 24.

Atmos Energy (ATO) raised its quarterly dividend 9% to $1.09 per share, its 172nd consecutive quarterly payout.

Roper Technologies (ROP) raised its quarterly dividend 10% to $1.00 per share, its 34th consecutive annual increase.

Sun Life Financial (SLF) raised its quarterly common dividend by C$0.04 to C$1.00 per share, payable December 31.

Viper Energy (VNOM) cut its quarterly dividend 25.4% to $0.50 per share as it moved to a single base dividend, payable November 19.

Blackstone (BX) lowered its variable quarterly dividend 13% to $1.12 per share from $1.29, payable November 9.

Corteva (CTVA) reduced its quarterly dividend to $0.05 from $0.18 after spinning off Vylor, payable December 15.

A veteran financial analyst who accurately called the 2008 mortgage crisis is warning of an imminent presidential reset of the U.S. dollar.

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