Exports, and global spending on artificial intelligence, will be critical for the market and for growth. ...

EPR Properties (NYSE:EPR) is included among the 13 Highest Paying Monthly Dividend Stocks to Buy. JPMorgan Trims EPR Properties (EPR) Target but Maintains Overweight View On December 2, JPMorgan lowered its price target on EPR Properties (NYSE:EPR) to $58 from $65 and kept an Overweight rating on the stock. The firm cut its 2026 and 2027 estimates to reflect lower deal volume, no Catskills land sale, and softer percentage rent assumptions. A few days later, on December 4, EPR Properties (NYSE:EPR) annou ...

Orchid Island Capital, Inc. (NYSE:ORC) is included among the 13 Highest Paying Monthly Dividend Stocks to Buy. Compass Point Initiates Coverage on Orchid Island Capital (ORC) at Neutral Photo by Vitaly Taranov on Unsplash On December 15, Compass Point started coverage of Orchid Island Capital, Inc. (NYSE:ORC) with a Neutral rating and a $7.50 price target. In its Q3 2025 earnings, the company said market conditions were supportive for levered Agency RMBS investors like Orchid. Interest rates stayed fai ...

ARMOUR Residential REIT, Inc. (NYSE:ARR) is included among the 13 Highest Paying Monthly Dividend Stocks to Buy. Compass Point Launches Coverage on ARMOUR Residential (ARR) with Buy Call Photo by Viacheslav Bublyk on Unsplash On December 15, Compass Point initiated coverage of ARMOUR Residential REIT, Inc. (NYSE:ARR) with a Buy rating and a $18.50 price target. The company posted solid numbers in the third quarter of 2025. ARMOUR Residential REIT, Inc. (NYSE:ARR) Q3 GAAP net income available to common ...

PennantPark Investment Corporation (NYSE:PNNT) is included among the 13 Highest Paying Monthly Dividend Stocks to Buy. PennantPark (PNNT) Exits JF Intermediate With $63.1M Realized Gain Image by Steve Buissinne from Pixabay On December 15, PennantPark Investment Corporation (NYSE:PNNT) said it sold its equity stake in JF Intermediate, LLC for $67.5 million. The deal produced a realized gain of $63.1 million. That figure was close to the investment’s fair value as of September 30, 2025. At that time, JF ...

Dynex Capital, Inc. (NYSE:DX) is included among the 13 Highest Paying Monthly Dividend Stocks to Buy. Keefe Bruyette Reaffirms Bullish Agency REIT Stance, Raises Dynex (DX) Target On December 18, Keefe Bruyette raised its price target on Dynex Capital, Inc. (NYSE:DX) to $14.50 from $14 and kept an Outperform rating. The firm said it remains most constructive on agency MBS REITs heading into 2026. Dynex Capital, Inc. (NYSE:DX) stands out for its dividend. The stock yields about 14.87%, which is unusually ...

AGNC Investment Corp. (NASDAQ:AGNC) is included among the 13 Highest Paying Monthly Dividend Stocks to Buy. Keefe Bruyette Lifts AGNC Target Ahead of 2026 Outlook On December 18, Keefe Bruyette analyst Bose George raised his price target on AGNC Investment Corp. (NASDAQ:AGNC) to $11 from $10.50 and kept an Outperform rating. The firm said it remains most constructive on agency MBS REITs heading into 2026. AGNC Investment Corp. (NASDAQ:AGNC) sits right in the middle of the housing and rate cycle. When ra ...

Despite lacklustre price performance in 2025, with total crypto market capitalisation down roughly 13% year-to-date, we’ve seen unprecedented improvements in underlying fundamentals.Founders are thinking long-term, building real infrastructure, and focusing on what actually gets used. That’s usually when things start to stick, and we’re investing in the teams that show up to build with five- to 10-year visions.Taken together, 2026 feels less like hype and more like maturity.When clear rules are set, capital ...

公司核心战略与前景 - 公司正进入2026年，其战略重点包括拓展广告业务、投资增长以及优化内容策略，同时面临前所未有的机遇与不确定性 [1] - 未来12个月将决定公司是成为全球最具主导地位的娱乐平台，还是陷入一场可能耗费数年才能完成且代价高昂的交易 [2] - 公司2026年的发展轨迹将由三大关键领域定义：应对与派拉蒙的收购战、证明广告业务的创收能力、以及谨慎管理作为其支柱的内容业务 [7] 对华纳兄弟探索公司的收购战 - 公司正面临与派拉蒙Skydance的激烈竞争，以收购华纳兄弟探索公司，这笔交易可能使其成为娱乐业巨头 [1] - 派拉蒙Skydance提出了高达1084亿美元的反报价，并拒绝退出，认为这是“一代人一次”的交易，这使得全面收购战的可能性增加 [3] - 此次收购不仅关乎战略，更是对公司资本配置、政治斡旋能力和纪律性的考验 [2] - 投资者需密切关注2026年的监管文件、早期要求以及派拉蒙的动向 [4] 广告业务的拓展 - 公司计划在2026年拓展其广告业务，其广告支持层级的月活跃观众已超过1.9亿 [5] - 仅扩大业务规模并不足够，公司需要证明其能将此用户规模转化为可持续的高价值收入 [5] - 广告支持模式的成败对公司未来增长和收入至关重要 [8] 核心内容业务 - 尽管收购华纳兄弟探索公司占据头条，公司仍需以纪律性运营其核心内容业务 [5] - 将2025年的增长势头延续到2026年并非易事，公司在2025年实现了强劲的利润率扩张和现金流增长 [6] - 内容业务是公司的支柱，需要谨慎管理 [7] 监管挑战 - 公司需获得美国和欧盟监管机构的批准，这些机构对可能产生的空前市场力量、创作集中度以及对观众的影响表示担忧 [4] - 来自美国和欧盟监管机构的挑战可能对公司扩张计划产生重大影响 [8]

Michael A. Gayed is portfolio manager, and author of five award-winning research papers on market anomalies and investing. He has a BS with a double major in Finance & Management from NYU Stern School of Business, and is a CFA Charterholder. Michael runs the investing group The Lead-Lag Report, focused on helping investors outperform in all market conditions. It offers a tactical, data-driven approach to investing, to achieve long-term success even in the face of uncertainty. With increasing market volatili ...