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You can collect some of the best yields in the market right now from packaging, pipelines, and power.
The catch is that each of these payers reports within the next five weeks, and those reports will tell you whether the income is funded or living on borrowed time.

Early Signals (Sponsored)
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Consumer
Nike Is Making a Deeper Reset Across Its Biggest Weak Spots

NIKE, Inc. (NYSE: NKE) is pushing its turnaround into a deeper phase with more job cuts and a restructuring of the business around three geographic regions. Management is also targeting persistent weakness in Greater China, Jordan Brand, and Nike Sportswear as the recovery takes longer than originally expected.
The changes go beyond reducing costs. Nike is trying to rebuild retailer relationships, put performance sports back at the center of the brand, improve product innovation, and regain control over discounting.
China Remains One of the Biggest Tests
Greater China has been one of Nike’s toughest markets, with local competition rising and demand for some older lifestyle products weakening. Management is responding by changing distribution and trying to restore excitement around the brand.
China therefore remains central to your assessment of whether Nike is fixing the business rather than simply cutting expenses.
Product Has to Carry the Recovery
Cost reductions can support margins, but they cannot replace products consumers actually want. Nike still needs stronger innovation across running, basketball, sportswear, and other major categories to create durable growth.
As the restructuring takes hold, you will have a clearer measure of progress: whether fresh products and stronger retail relationships can bring demand back without constant promotions.
NKE currently trades at $33 and pays a dividend of $1.64 per share, a yield of 4.95%.


Data Centers
Dell Is Taking a Bigger Role Inside a $15 Billion AI Infrastructure Project

Dell Technologies Inc. (NYSE: DELL) is joining Japanese power company JERA and infrastructure developer RHAELM on a planned $15 billion AI data-center project near Tokyo. Dell will provide the computing infrastructure, while JERA contributes the site and long-term power.
The first facility will be built in Chiba, but the partnership is designed to be repeated at additional locations across Japan. That allows Dell to turn one major deployment into a broader infrastructure relationship.
Dell Is Moving Beyond Its PC Identity
Dell still sells millions of computers, but its infrastructure business has become increasingly important as companies spend more on servers, storage, and systems built to handle AI workloads.
Keep thinking of Dell mainly as a PC company, and you miss where a
growing part of the opportunity now sits. Data centers give the company exposure to much larger technology projects than a traditional device sale.
One Project Could Become a Larger Platform
The partners want to repeat the same model across Japan, particularly in locations where JERA already has access to energy infrastructure. Dell would then have a ready path into future projects without building a new commercial relationship each time.
If the model expands beyond Chiba, you move from a single equipment contract to a series of deployments tied to the same long-term AI infrastructure platform.
DELL currently trades at $526 and pays a dividend of $2.52 per share, a yield of 0.48%.

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*This content is for educational purposes only. The opinions expressed are from DM Intelligence LLC, doing business as Decentralized Masters, who are not licensed financial advisors or registered investment advisors. The reader acknowledges that DM Intelligence LLC is not responsible for any losses, direct or indirect, resulting from the use of this information, including errors, omissions, or inaccuracies.
Results are not typical and will vary. Success with digital currencies requires time, effort, and involves substantial risk including total loss of investment. Past performance does not indicate future results. All investments are at your own risk.
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Pharmaceuticals
Sanofi Is Putting Up to $8 Billion Behind Its Next Immunology Push

Sanofi (NASDAQ: SNY) has expanded its long-running partnership with Regeneron to develop four new immune-system treatments, paying $1 billion upfront with as much as $7 billion more tied to future progress. The companies will share development costs and potential profits from the new medicines.
The decision builds on the same partnership that produced Dupixent, now one of Sanofi’s most important products. Instead of starting from scratch with a new partner, Sanofi is going back to a relationship that has already produced a major commercial success.
A Proven Partnership Lowers Some of the Risk
Sanofi and Regeneron have worked together for more than two decades, combining Regeneron’s drug research with Sanofi’s global commercial reach. Their expanded agreement follows a model both companies already know well.
Focus only on the upfront payment, and you miss the larger advantage: Sanofi is building its next pipeline with a partner that already understands how to move medicines from research into a global market.
The Real Payoff Comes Years From Now
The four new programs still need to move through development, so their commercial impact will not arrive immediately. Sanofi is using current financial strength to create more growth options for the next decade.
By the time Dupixent faces heavier competition, you will care far more about whether these programs have become meaningful products than what Sanofi paid to start the partnership today.
SNY currently trades at $41 and pays a dividend of $1.76 per share, a yield of 4.29%.


Dividend Stocks Worth Watching
High yields are easy to find right now. Funded high yields are harder. These names report third-quarter results within the next five weeks, and each pays you between 3.8% and 7% while you wait to see the numbers.
International Paper (NYSE: IP)
International Paper is one of the largest packaging makers in North America, and its stock is down about 35% from its 52-week high. Shares have dropped roughly 26% since second-quarter results on July 30, when management guided third-quarter adjusted EBITDA to $780 million to $830 million, including an $85 million hit from a temporary mill closure in Pine Hill, Alabama.
The quarterly dividend of $0.4625 has held through all of it. IP reports on October 28 before the open. If box pricing firms up and the mill issue proves to be a one-quarter problem, you're collecting a yield near 5.8% with real recovery upside. If the guide slips again, keep your position small until cash flow catches up.
Plains All American (NASDAQ: PAA)
Plains moves crude out of the Permian Basin and along the Gulf Coast, and it gets paid on volume, not the price of oil. Last week the partnership declared another quarterly distribution of $0.4175 per unit, up 10% from a year ago, which brings your annualized payout to $1.67 and the yield to roughly 7.0%.
Plains reports third-quarter results before the open on Friday, November 6. The key number for you is distributable cash flow coverage. Keep in mind that PAA issues a K-1 at tax time. If you'd rather get a 1099, its sister company Plains GP Holdings (NASDAQ: PAGP) gives you the same business.
Duke Energy (NYSE: DUK)
Duke declared its quarterly dividend of $1.085 per share last Thursday, payable December 16 to shareholders of record on November 13. The stock sits just above its 52-week low, which puts the yield at roughly 3.8%. Duke serves the Carolinas and Florida, two of the fastest-growing power markets in the country, and data center demand is pushing load forecasts higher.
Second-quarter earnings beat estimates, and the next report is expected in early November. Watch the capital spending plan and any update to the long-term earnings growth target. You get paid well for your patience here.

Dividend Increases
American Financial Group (AFG) raised its quarterly dividend 10.2% to $0.97 per share from $0.88, a yield of about 2.8%.
T-Mobile US (TMUS) raised its quarterly dividend 15% to $1.17 per share from $1.02, a yield of about 2.9%.
Bank OZK (OZK) raised its quarterly dividend 2.1% to $0.49 per share from $0.48, its 65th straight quarterly increase, a yield of about 4.2%.
Dividend Decreases
Conagra Brands (CAG) is holding its quarterly dividend at $0.175 per share after cutting it 50% from $0.35 this summer, a yield of about 5.2%.
Campbell's (CPB) now pays $0.25 per share each quarter after cutting its dividend 36% from $0.39 to pay down debt, a yield of about 5.1%.

Retirement Risk Rising (Sponsored)
The national debt has moved beyond $40 trillion, while rising interest costs are putting even more pressure on Washington’s finances.
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Would you rather qualified dividends taxed at the lower rate from a slow-grower, or ordinary-income REIT dividends with a higher headline yield -- which wins after tax?


Upcoming Dividend Payers
Erie Indemnity (ERIE) goes ex-dividend Monday, October 5, paying $1.4625 per share on October 20.
Match Group (MTCH) goes ex-dividend Monday, October 5, paying $0.20 per share on October 20.
Quest Diagnostics (DGX) goes ex-dividend Tuesday, October 6, paying $0.86 per share on October 21.
The New York Times (NYT) goes ex-dividend Wednesday, October 7, paying $0.23 per share on October 22.

Everything Else
📊 Dilution risk and convertible debt are laid out plainly for each pick. See which 5 stocks actually sell something real and still cleared the bar under $5 a share.
🛢️ TotalEnergies committed to raising its dividend more than 5% a year through 2030 and authorized $2.5 billion in fourth-quarter buybacks.
🚢 Danaos raised its quarterly dividend to $1.00 and added a $5.00 special dividend, both payable October 22.
🏦 Goldman Sachs paid its first $5.00 quarterly dividend on September 29, its second raise of 2026.
💊 CVS Health held its quarterly dividend at $0.665 per share, payable November 2.
💰 JPMorgan's raised $1.65 quarterly dividend goes ex-dividend Tuesday, October 6, and pays on October 31.

That’s all for today’s edition of the Dividend Brief.
Thanks for reading, and if you have any feedback or dividend stocks you want me to take a look at, just reply to this email!
—Noah Zelvis
DividendBrief.com



