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Editor's Note: Marc Chaikin's last major recommendation for our readers drew a huge response. Today he's back with a new #1 retirement pick — and he's sharing the details free, no email or credit card required.
Dear Reader,
In 2014, I recommended my readers put a big chunk of their retirement money into one stock: Nvidia.
Anyone who followed that recommendation is up more than 45,000% at this point.
I've spent 60 years on Wall Street. I built one of Wall Street's most well-known tools – Chaikin Money Flow indicator. Even Jim Cramer said he's learned never to bet against me given my decades long track record of picking stock market winners.
Now I've unearthed what I believe could be an even better retirement stock for the years ahead — and today I'm going to share the details, totally free of charge. (Click here to get the specifics.)
Here's the single biggest reason why.
This company is sitting on three fast-growing businesses, and each one could be spun off into a separate publicly traded company. If that happens — and I believe the next 12 to 24 months are when it could — anyone holding this stock beforehand could have those spinoff shares deposited into their account automatically.
In other words, one ticker today could become three tickers tomorrow. That's the kind of setup that almost never appears in a stock this size.
And Wall Street still considers this company a "dark horse" in the AI race.
It shouldn't when its autonomous vehicle division is already being called the "undisputed leader" against Tesla. And it's streaming service has 10X greater reach than Netflix.
Yet most investors have no idea it's even in those businesses.
The market is pricing this as one ordinary company instead of three extraordinary ones.
There's also a dividend — which is rare for a high-growth technology company. Most AI names pay nothing at all.
In my new presentation, I explain everything you need to know — including why a major event that just occurred in AI's frontier labs put this company at the top of my buy list.
That's why I believe this might be the greatest retirement stock in America right now.
Click here to get the details of this amazing stock, totally free of charge.
No credit card, no email required.
Sincerely,
Marc Chaikin
Founder, Chaikin Analytics
P.S. A high-growth tech stock that pays a dividend is a rarity — this one is the exception. To be in line and claim your share of the next $2.6 billion payout, you need to own at least one share by September 4th. Click here so you don't miss the cutoff.
Blue-Chip Stocks Are Looking Anything But Boring With Dividends and Big 2026 Gains
Reported by Chris Markoch. Article Published: 9/14/2026.
Key Points
- Coca-Cola has outperformed the broader market in 2026 while extending its dividend-growth streak to 64 consecutive years.
- Chevron has benefited from strong energy markets, record production, and the integration of Hess while continuing to raise its dividend.
- Merck has rallied sharply as Keytruda remains a powerful earnings driver and its oncology pipeline offers potential growth beyond the drug’s approaching patent cliff.
- Special Report: SpaceX is offering you shares. Don't take them.
Investors who believe that blue-chip stocks mean boring haven’t been paying close attention in 2026. This year, several stocks that have often lagged the S&P 500 are having stellar years, rewarding buy-and-hold investors.
To be fair, growth-hungry investors often overlook blue-chip stocks for practical reasons. These are older companies at a mature stage in their business cycle, with solid balance sheets that provide predictable gains for investors. However, predictability can also limit the kind of upside growth investors typically chase.
Here’s Why Trump Won’t End The Iran War (Ad)
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up.
One day it's a ceasefire, the next it's bombs again. The back and forth may be masking a bigger story most investors are missing.
See the real reason this conflict may never fully end.
Uncover the real reason Trump may never end this warWhy has the script flipped for several blue-chip stocks in 2026? Some of it is sector rotation as investors look for gains outside of the artificial intelligence (AI) trade. Energy and biotechnology have been among the sectors attracting investor interest. But even some consumer-facing stocks are performing well.
The stock price return is only one part of the story. Each of these stocks offers an attractive and growing dividend. Together, those dividends and share-price gains can support long-term compounding.
Coca-Cola Stock Delivers Strong Returns and a Growing Dividend
The Coca-Cola Co. (NYSE: KO) is a blue-chip stock that’s been made iconic by legendary investor Warren Buffett, who is famously associated with the company and has often spoken about drinking Coca-Cola. Buffett appears to like the product almost as much as he likes the company. Coca-Cola has been a staple in the portfolio of Berkshire Hathaway (NYSE: BRK.B) for decades.
The attributes that attracted Buffett to KO remain in place today. The company has a strong brand; it delivers consistent growth and a growing dividend.
Over the last 10 years, KO has delivered a total return of around 177%, including reinvested dividends. In 2026, the stock has also outperformed the S&P 500, with shares up about 25% through early September before dividends.
Coca-Cola is a Dividend King, having increased its dividend for 64 consecutive years. Its dividend currently yields 2.41%, with a payout of $2.12 per share annually.
Coca-Cola has a more diversified portfolio in 2026 than when Berkshire first bought the stock. That’s one reason the company raised its full-year outlook despite lingering concerns about the health of lower-income consumers and the impact of GLP-1 drugs on the company’s core soft-drink business.
Chevron Stock Rides Energy Tailwinds and a Growing Dividend
Many energy stocks, particularly those in the oil and gas industry, have been outperforming the S&P 500 in 2026. One of the best examples is Chevron Corp. (NYSE: CVX). The integrated oil company is benefiting from tailwinds across its existing portfolio, which is heavily concentrated in the Permian Basin, along with the benefits of integrating its completed merger with Hess.
The company also has an established presence in Venezuela, where it recently expanded its position and outlined plans for additional investment and production growth.
Critics may argue that Chevron, like many oil stocks, is enjoying a cyclical tailwind fueled by geopolitical events. But that’s only part of the story. The current infrastructure buildout in the United States will span the rest of this decade and likely beyond. And while renewables may be the future, oil is still very much part of the present.
Like Coca-Cola, Chevron is part of the Berkshire Hathaway portfolio. One reason is the company’s growing dividend and commitment to share buybacks. The company is a Dividend Aristocrat, having increased its dividend for 38 consecutive years. In addition to an attractive 3.34% yield, Chevron pays $7.12 per share annually.
CVX is up nearly 40% in 2026, more than three times the S&P 500’s gain through early September. Including dividends, the stock’s total return is even stronger.
Merck Stock Benefits From Oncology Growth and a Strong Pipeline
Merck & Co. (NYSE: MRK) rounds out this group of blue-chip stocks that have outperformed the S&P 500 in 2026. The company is best known for its blockbuster oncology drug, Keytruda.
It’s hard to overstate the impact of Keytruda on Merck’s financials. The drug, which is approved for several types of cancer across 44 indications and 19 tumor types, accounts for over 55% of the company’s pharmaceutical sales.
That's why investors are eyeing the company’s strategy for managing the patent cliff for Keytruda, which begins for some indications in 2028. One reason for optimism is the company’s deep pipeline.
That includes the drug it’s developing with Moderna (NASDAQ: MRNA), which delivered positive topline data in a Phase 3 study in August. This will help position Merck in the emerging field of personalized medicine, particularly in oncology.
MRK is up over 40% in 2026, with dividends pushing its total return above that level to over 43%. The company’s dividend yields 2.35% and pays $3.40 per share annually. Merck has increased that dividend for 14 consecutive years.
Ready to Rumble: Anthropic Rings the AI Bell
Reported by Jeffrey Neal Johnson. Article Published: 9/15/2026.
Key Points
- Rumble signed a six-year, $13.7 billion hosting and compute deal with Anthropic, shifting its business toward enterprise AI infrastructure.
- Shares of Rumble rose 11.6% on heavy volume while competitors CoreWeave and Nebius fell, as investors rotated capital toward the new contract.
- Execution risks remain, including unfinanced construction costs for a 250MW Georgia facility and potential dilution from warrants tied to Anthropic's expansion.
- Special Report: SpaceX is offering you shares. Don't take them.
When investors assess artificial intelligence infrastructure, established hyperscalers like Amazon.com Inc. (NASDAQ: AMZN) and specialized operators like CoreWeave (NASDAQ: CRWV) usually dominate the discussion. However, one of the most intriguing transformations in the technology sector is emerging from an unexpected corner of digital media.
Rumble Inc. (NASDAQ: RUM) is undergoing a structural transition, shifting from an alternative video-sharing network into an enterprise compute supplier. Confirmation of a six-year, $13.7 billion hosting and compute agreement with AI research lab Anthropic has altered Rumble's operational trajectory.
Here’s Why Trump Won’t End The Iran War (Ad)
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up.
One day it's a ceasefire, the next it's bombs again. The back and forth may be masking a bigger story most investors are missing.
See the real reason this conflict may never fully end.
Uncover the real reason Trump may never end this warThis commercial agreement provides multi-year revenue visibility, decoupling Rumble's cash flow from cyclical digital advertising budgets and anchoring it to high-performance computing (HPC). For a business with trailing 12-month sales of about $100.62 million, a multibillion-dollar backlog could significantly recalibrate valuation expectations. Delivering the physical infrastructure will create substantial operational demands, but the arrangement demonstrates how power-ready facilities can help address the current data center capacity shortage.
The $13.7B Heavyweight Deal
Under the contract, Rumble will supply Anthropic with dedicated AI hosting and computing infrastructure over six years. The agreement represents approximately $2.28 billion in contracted annual revenue. For context, the total contract value is more than three times Rumble's market capitalization of about $3.8 billion in mid-September 2026.
The announcement prompted immediate movement across the rented-compute ecosystem. Shares of competitors CoreWeave and Nebius Group (NASDAQ: NBIS) each fell roughly 5% to 7% on Sept. 14 as details of the arrangement emerged. Capital rotated toward Rumble, which closed up 11.6% at $8.58 per share, with trading volume topping 25 million shares—well above its 30-day average of about 3.93 million shares.
Compute customers face tight capacity constraints among legacy cloud operators. By locking in dedicated access to electrical power and server racks, Anthropic secures an independent deployment corridor for training advanced models. For Rumble, the transaction provides third-party validation that its compute division can compete for top-tier institutional workloads.
Heavy Lifting: 22,000 GPUs Build a New Compute Grid
Rumble's entry into infrastructure hardware mirrors developments across other power-intensive sectors. In recent quarters, operators ranging from cryptocurrency miners to regional industrial sites have repurposed electrical substations and cooling infrastructure to capture rising demand for AI server clusters. Rumble accelerated its transition by planning to acquire German computing operator Northern Data AG in late 2025.
In September 2026, Rumble increased its ownership of Northern Data to approximately 98% through a share exchange with strategic backer Tether (USDT), initiating squeeze-out proceedings to obtain full control. The integration brought in an active fleet of roughly 22,000 GPUs from NVIDIA (NASDAQ: NVDA), including H100 and H200 systems across nine operational data centers.
Rumble organized its business into two operating units: the consumer video-sharing application and Quake AI, its cloud infrastructure arm. Quake AI generated $10.1 million in revenue during its first 13 days of operation in the second quarter of 2026. Management has targeted a long-term annual run rate of $3 billion for the unit, positioning Quake AI as a dedicated compute provider.
Anthropic's workloads will center on a 250-megawatt (MW) campus currently under construction in Maysville, Georgia. The facility is expected to open with an initial phase delivering between 120MW and 180MW of capacity, supported by liquid-cooled infrastructure.
A Squeeze in the Ring: 8% Short Float Meets New Math
Sell-side analyst models have historically evaluated Rumble through the lens of a small-cap social media platform. Consensus coverage on Wall Street has tilted toward a Sell rating, weighed down by operating losses and an advertising market sensitive to broader economic cycles. Rumble recorded a net loss of $81.83 million over the trailing 12 months, including a quarterly net loss of 28 cents per share in the second quarter of 2026.
Measured against trailing annual sales of $100.62 million, Rumble traded at a trailing price-to-sales multiple of approximately 33.7x. Incorporating the Anthropic backlog changes that mathematical baseline. The agreement introduces approximately $2.28 billion in annualized contracted revenue, reducing the forward price-to-contracted-sales multiple to less than 1.8x.
This shift in valuation fundamentals comes alongside significant pessimistic market positioning. Short interest has declined substantially in recent days but remains at about 21.7 million shares, representing approximately 8% of the publicly traded float. The days-to-cover ratio is around five days, leaving short sellers with limited exit liquidity. As institutional investors digest the pivot from speculative video streaming to contracted data center capacity, short covering could add further upward momentum to trading volume.
Going the Distance: Key Checkpoints for Patient Investors
The contract's overall scope is substantial, but investors must balance its commercial potential against the execution requirements. Building and outfitting a 250MW high-density facility requires considerable capital. Industry estimates indicate that a project of this scale could require between $6.4 billion and $10.25 billion in total capital expenditures. In public filings, Rumble stated that it does not have fully committed financing for the entire buildout, suggesting potential reliance on debt facilities, customer prepayments or partner-assisted financing arrangements.
Dilution is another factor to consider. The agreement provides Anthropic with a 10-year warrant package covering up to 50.8 million shares at an exercise price of 1 cent per share. The warrants vest in two equal tranches: The first 25.4 million shares align with server installations at the Maysville site, while the remaining 25.4 million shares unlock only if Anthropic contracts an additional 400MW to 500MW across a second location. This framework ties equity dilution directly to operational expansion, though it implies an eventual share count increase of approximately 10.3%.
Site construction schedules represent another key variable. The Maysville location is still under development and has not yet energized commercial hardware. Securing power hookups, transformer deliveries and cooling hardware on schedule will be necessary to avoid operational bottlenecks.
Investors watching Rumble Inc. may find it helpful to evaluate the business through the lens of an emerging utility supplier rather than an ad-dependent media network. Tracking upcoming quarterly earnings releases for updates on site construction progress, capital expenditure funding terms and institutional accumulation can help investors gauge how effectively management converts this $13.7 billion agreement into recurring operating cash flow.
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