The AI capex wave needs power, pipes and property, and three payers sit right in that supply chain. Add a home-improvement anchor coiled for a rate-cut bounce, and you have income today with a catalyst you can actually circle on the calendar

Every market cycle produces a handful of companies that dramatically outperform the rest.

Our latest screening has identified the 5 Stocks Set to Double — companies showing rare early-stage momentum traits.

These picks carry the same indicators that historically precede strong rallies.

Past reports highlighted stocks that surged +175%, +498%, and +673%.

Get the Free 5 Stocks Set to Double Report.

*This free resource is being sent by Zacks. We identify investment resources you may choose to use in making your own decisions. Use of this resource is subject to the Zacks Terms of Service.
*Past performance is no guarantee of future results. Investing involves risk. This material does not constitute investment, legal, accounting, or tax advice. Zacks Investment Research is not a licensed dealer, broker, or investment adviser.

Merck (NYSE: MRK) and Moderna have delivered a successful late-stage trial for their personalized melanoma treatment used alongside Merck’s blockbuster Keytruda, marking an important new step for one of Merck’s most valuable businesses.

The program reduced the risk of melanoma returning or spreading compared with Keytruda alone. More importantly for Merck, it gives the company another way to build around Keytruda while expanding into a new generation of cancer treatment.

The Partnership Starts Carrying More Weight

Merck and Moderna have worked together on the program for years, but a successful large late-stage trial moves the partnership into a much more important phase.

Keep your eye on what happens beyond melanoma. Merck is building a model that combines one of its established medicines with a completely different treatment approach, giving the company more ways to expand its oncology business.

Merck’s Future Portfolio Gets Broader

The companies are moving toward regulatory discussions while additional studies continue in other cancers. That gives Merck another pipeline opportunity as it prepares for a future in which growth cannot depend on Keytruda alone.

As the program advances, you can judge Merck’s strategy by how effectively it turns today’s blockbuster into the foundation for tomorrow’s cancer franchise. The bigger win is building more businesses around an asset the company already knows how to commercialize globally.

(MRK currently trades at $149 and pays a dividend of $3.40 per share, a yield of 2.27%.)

RTX (NYSE: RTX) has secured a $22.9 billion, seven-year U.S. Navy contract through its Raytheon business, giving the company one of the largest long-term production commitments in its defense portfolio.

The agreement calls for Tomahawk production to rise dramatically from roughly 60 missiles a year to more than 1,000 annually. For RTX, that means years of contracted demand supporting a much larger manufacturing operation rather than a short burst of orders.

Seven Years Changes the Business Math

Large factories, specialized workers, suppliers, and production equipment require confidence that demand will still be there years later. A contract of this length gives RTX far more certainty when deciding where to expand capacity and how aggressively to invest.

Move past the $22.9 billion headline, and you find the bigger company advantage: RTX now has the visibility to build for scale instead of constantly adjusting production around shorter orders.

Backlog Turns Into Industrial Power

The contract gives Raytheon a large base of business already committed before it considers future orders. That strengthens RTX’s ability to plan facilities, suppliers, hiring, and production far beyond the next quarter.

As those investments take shape, you can watch RTX evolve from responding to higher defense demand into building permanent capacity around it. The real prize is not one enormous contract, but a larger manufacturing platform designed to keep producing at a completely different scale.

(RTX currently trades at $221 and pays a dividend of $2.92 per share, a yield of 1.31%.)

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

*This ad is sent on behalf of Stansberry Research, 1125 N Charles St, Baltimore, MD 21201. If you would like to optout from receiving offers from Stansberry Research please click here.

Chevron (NYSE: CVX) is bringing Equinor into one of its offshore Namibia exploration blocks, adding another global energy major to a region that has rapidly become one of the industry’s most closely watched new oil frontiers.

Chevron Keeps Its Hand on the Wheel

Bringing in a partner lets Chevron share the cost and risk of exploration without giving up project leadership. That matters in frontier regions where drilling can require enormous capital before commercial production ever begins.

Follow the ownership structure, and you find Chevron balancing ambition with discipline. The company can pursue a potentially important new resource while keeping its financial exposure more controlled.

Namibia Moves Higher on the Map

The Orange Basin has attracted growing attention after major offshore discoveries turned Namibia into a serious new exploration destination. Chevron’s continued commitment places it inside that development before the region reaches mature production. 

If emerging energy regions are on your radar, Namibia is becoming difficult to ignore. Chevron is securing a position while the country’s offshore industry is still being built.

Partnerships Make Big Projects Easier

Chevron already uses partnerships across many of its largest international developments. Adding Equinor brings another company with extensive offshore experience into the Namibia program.

As exploration advances, Chevron can build another possible long-term production platform without carrying every cost alone. The bigger-company move preserves operatorship, adds expertise, and strengthens its position in a region that could become an important part of its future portfolio.

(CVX currently trades at $206 and pays a dividend of $7.12 per share, a yield of 3.44%.)

Cboe Global Markets (CBOE) just raised your quarterly payout to $0.86 per share.

MDU Resources (MDU) lifted its quarterly payout to 14.5 cents per share, an annualized 56 cents.

Martin Marietta (MLM) increased its quarterly cash dividend to $0.84 per share.

Stock Yards Bancorp (SYBT) boosted its quarterly dividend to $0.33 per share, its 19th raise since 2011.

UWM Holdings (UWMC) suspended its quarterly dividend after posting a $452 million Q2 loss.

Papa John's (PZZA) suspended its dividend and cut full-year guidance as North America comps fell 8.3%.

Embecta (EMBC) slashed its quarterly dividend from $0.15 to $0.01 per share.

"Frontier AI" could be the point of no return—when AI surpasses human intelligence.

Elon Musk warns that tipping point could arrive by the end of 2026, and according to my research, it may have already happened.

As this technology reaches a select group of companies, some stocks could surge while others struggle.

That's why I'm giving away my Frontier AI Hotlist, including six free trade ideas, to help you prepare for what's next.

Get My Frontier AI Hotlist