Three high-payout names are worth adding to your watchlist this week. One is a midstream operator handing you 7.6% while its growth capital rolls off. One is a net-lease REIT that has traded sideways for a year while cash flow kept climbing. One is a small-cap landlord with 10-year leases paying 5.7%. Plus the raises, the cut, and the ex-dates you need to catch.

One little-known company sits at the intersection of AI, energy, and defense — three of the biggest investment themes in America right now.

Whitney Tilson says it may be one of the safest ways to play the AI boom, and notes that one famous investor reportedly put roughly half his fund into the business.

He’s revealing the company name and ticker free of charge.

Reveal the AI Stock at the Center of Energy and Defense

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TotalEnergies SE (NYSE: TTE) is expanding again in Angola after announcing a new oil discovery and agreements to acquire operated interests in two additional exploration blocks. The company and its partners plan to invest roughly $10 billion in the country over the next five years.

The Acacia-5 discovery could add about 6,000 barrels per day, while the new acreage gives TotalEnergies additional places to search for future production. Together, the moves deepen a position the company has spent decades building.

One Region Offers Several Growth Routes

TotalEnergies already operates major producing assets in Angola, including the recently started Kaminho development. New exploration acreage now adds another layer beyond fields already generating or approaching production.

When you combine producing assets, development projects, and fresh exploration in one geography, the strategy becomes more efficient. Existing infrastructure and operating experience can support several projects instead of starting from scratch each time.

The $10 Billion Signals Commitment

A roughly $10 billion, five-year investment plan turns the expansion into more than a single discovery. Capital will support production, development, and additional exploration across the country.

If you follow where TotalEnergies is committing long-term capital, Angola now stands out clearly. The payoff depends on converting geological potential into profitable production, but the company is building several chances for that to happen.

TTE currently trades at $90 and pays a dividend of $4.03 per share, a yield of 4.42%.

GE Aerospace (NYSE: GE) has agreed to acquire Consolidated Precision Products for $11.75 billion, bringing one of its most important component suppliers in-house. CPP produces specialized castings used across commercial and military aircraft engines.

The acquisition targets a part of engine manufacturing that has struggled to keep pace with demand. GE has a massive backlog, so improving access to critical components can directly influence how quickly finished engines reach customers.

A Supply Bottleneck Becomes an Internal Capability

Precision castings are difficult to manufacture and require specialized equipment, materials, and expertise. CPP already supplies components used in major programs including LEAP and GEnx engines.

When you connect that manufacturing constraint with GE’s backlog, the strategic value becomes clear. More control over castings can help reduce production delays and make future output less dependent on an outside supplier.

The Deal Reaches Into Future Engines

CPP also brings technology and manufacturing expertise that can support next-generation commercial and defense engines. GE is therefore buying more than additional factory capacity.

Look several years ahead, and you find another implication. Owning this capability could give GE greater flexibility when designing new engines, because manufacturing requirements can be coordinated much earlier in the development process.

Nearly $12 Billion Has to Deliver

GE plans to finance the transaction with about $7 billion in cash plus debt and expects it to increase earnings and free cash flow after closing.

The biggest question for your assessment is whether tighter supply-chain control translates into faster deliveries, stronger margins, and better cash conversion. If it does, CPP could become far more valuable than a conventional supplier acquisition.

GE currently trades at $325.00 and pays a dividend of $1.88 per share, a yield of 0.58%.

A tiny $6 miner just hit on one of the biggest gold finds in American history... at Mount Rushmore.

Thanks to a breakthrough new technology, this little firm just unearthed 114 tons of gold in the hills there.

Now it's set to rake in hundreds of millions of dollars a year.

Get the stock name for free here.

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QUALCOMM Incorporated (NASDAQ: QCOM) has struck a multi-generation agreement with Amazon that could involve up to $60 billion of AI data-center chips and related products. Amazon can also receive warrants worth roughly $4 billion as purchases reach agreed thresholds.

The size matters because Qualcomm has spent years reducing its dependence on smartphones. Amazon now joins Microsoft and Meta among major technology companies supporting a push that could reshape where Qualcomm generates future growth.

Data Centers Become a Real Second Business

Qualcomm wants data-center chip revenue to reach $15 billion by 2029, with the Amazon partnership covering customized silicon across multiple generations. Such commitments give management something far more concrete than a long-term AI target.

When you compare that ambition with Qualcomm’s mature handset business, the strategic importance becomes clearer. Data centers offer a much larger new spending pool while reducing reliance on phone upgrade cycles and modem relationships.

Qualcomm Is Selling More Than Compute

The agreement also covers high-speed optical connectivity, an increasingly important part of moving data between AI servers. Qualcomm strengthened this capability through its $2.4 billion AlphaWave acquisition.

Qualcomm technology may already sit inside your phone, but the company now wants a much larger role behind cloud infrastructure. Compute, networking, and customized chips give it several ways to capture AI spending, rather than relying on one product category.

Amazon Adds Commercial Credibility

Amazon will also expand its use of AWS for Qualcomm’s chip-design workloads, deepening the technical relationship while potentially shortening development cycles.

By 2029, you could be looking at a Qualcomm with a meaningful second engine beside mobile. The opportunity is substantial, but reaching that point requires converting a huge headline agreement into sustained orders, shipments, and profitable data-center revenue.

QCOM currently trades at $175.00 and pays a dividend of $3.68 per share, a yield of 2.10%.

USB raised its quarterly dividend to $0.54 from $0.52, payable October 15 to holders of record September 30.

LAMR lifted its quarterly payout 3.1% to $1.65 per share, payable September 30 to holders of record September 21, a yield near 4.4% at Friday's $149.08 close.

NJR hiked its quarterly dividend to $0.50 from $0.475, marking 31 consecutive years of increases.

SUNB cut its quarterly dividend 60% to $0.30 from $0.75, declared September 9 and payable October 2 to holders of record September 18.

Elon Musk calls it "the most disruptive force in history."

The test staff are sworn to keep it secret – by law.

And 3 little-known stocks are poised to take off, as Sam Altman releases what could be the biggest venture of his life – 500 times bigger than ChatGPT.

Click here to learn about the stocks tied to Sam Altman's NEXT big move after OpenAI.

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