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Additional Reading from MarketBeat Media
5 Stocks Positioned to Benefit From the AI Inference BoomSubmitted by Ryan Hasson. Date Posted: 5/11/2026. 
Key Points
- As the AI buildout shifts from training to inference, NVDA, GOOGL, AMZN, CRDO, and ALAB are among the best-positioned stocks to benefit.
- NVIDIA, Alphabet, and Amazon are leveraging proprietary silicon and platforms to capture inference demand, each reporting strong revenue growth driven by AI workloads.
- Smaller pure-play companies Credo Technology and Astera Labs are posting triple-digit revenue growth as hyperscalers build out large-scale inference clusters.
- Special Report: Elon Musk already made me a “wealthy man”
For the past couple of years, one of the dominant conversations in AI investing has been about training. Which company makes the best chips for training large language models? Which hyperscaler has the most GPU capacity? Those were the right questions for the previous several years. But in 2026, the conversation is quietly shifting, and investors who recognize it early could be rewarded down the line. The new phase, and the key term, is inference. Every time someone uses ChatGPT, asks Google a question powered by Gemini, or runs an AI agent inside an enterprise application, a model is executing a real-time response. That is inference, and it happens billions of times per day at a scale that is now beginning to dwarf total training workloads in terms of compute demand.
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The infrastructure required to run inference efficiently, with low latency, at massive scale, and at a cost that makes commercial deployment viable, is fundamentally different from that used for training. The companies best positioned to supply it could represent one of the most compelling investment themes in the market right now. Here are five of them. NVIDIA: Doubling Down on InferenceNVIDIA (NASDAQ: NVDA) has built clear dominance in AI training. But the company has moved decisively to ensure it owns the inference era too. CEO Jensen Huang has been explicit that inference is now the fastest-growing AI workload, and NVIDIA's Blackwell GPU architecture was designed with inference performance as its primary objective. The company's fiscal year 2026 (FY2026) revenue reached $215.94 billion, up 65% year over year, with earnings of $120.07 billion. Those are numbers that reflect a business still in a steep growth curve. The most forward-looking signal was the late-2025 announced acquisition of Groq, an inference-focused silicon startup founded by former Google TPU architects and valued at $20 billion. Groq developed chips specifically optimized for inference speed and efficiency. By integrating that capability alongside NVIDIA's existing inference software stack, Jensen Huang is ensuring that NVIDIA captures the inference opportunity as comprehensively as it captured the training opportunity. Q1 FY2027 earnings are due May 20, and with the stock trading near its 52-week high and all-time high, that report will be as closely watched as any. Analysts hold a consensus Buy rating across 54 ratings, with a price target of $275.25, implying a hugely impressive 25% upside potential. Alphabet: Processing 16 Billion Inference Tokens Per MinuteAlphabet (NASDAQ: GOOGL) is running inference at a scale that is genuinely difficult to comprehend. Google's first-party models are now processing 16 billion tokens per minute, up 60% quarter over quarter. Every Google Search enhanced by AI, every Gemini response, and every AI Overview is inference in action, and the volume is accelerating. The company's Q1 2026 results made that tangible. Google Cloud revenue hit $20.03 billion, up 63% year over year, with the cloud backlog nearly doubling quarter over quarter to more than $460 billion. What makes Alphabet particularly compelling in the inference context is its proprietary silicon. Google's 8th-generation TPU 8i was built specifically for inference, delivering near-zero latency at a cost per token that is structurally lower than GPU-based inference at scale. That cost advantage matters enormously as inference volume compounds. At a forward P/E of 27, Alphabet remains one of the more reasonably valued mega-cap technology companies despite being one of the biggest outperformers over the past year. The consensus among 54 analysts is Moderate Buy, with a price target of $407.86, suggesting modest upside potential. Amazon: Building the Inference Platform the World Will Run OnAmazon (NASDAQ: AMZN) is building the inference infrastructure that millions of businesses will use to run AI in production. AWS processed more tokens through its Bedrock managed inference platform in Q1 2026 alone than in all prior years combined. That is not just a gradual inflection, but a step change. AWS grew 28% year over year to $37.6 billion in Q1, its fastest growth rate in 15 quarters, driven almost entirely by AI workloads where inference is rapidly becoming the dominant cost category. The Trainium chip program is Amazon's proprietary play on inference economics. The chips business, comprising Trainium, Graviton, and Nitro, has crossed a $20 billion annualized revenue run rate, growing at triple-digit year-over-year rates. Amazon is not just a customer of inference infrastructure; it is becoming one of its most important suppliers. Q2 2026 guidance of $194 billion to $199 billion points to continued momentum. The stock is up close to 20% year to date, and analysts hold a consensus Moderate Buy rating with a price target that forecasts almost 15% upside potential. Credo Technology: The Interconnect Specialist at the Heart of Inference ClustersCredo Technology (NASDAQ: CRDO) is a name many retail investors may not yet have encountered, but institutional investors have been piling in. Over the past 12 months, institutional inflows into this nearly $35 billion company have totaled almost $6.6 billion, versus $3.3 billion in outflows. The company designs high-speed active electrical cables, optical transceivers, and connectivity solutions that help eliminate bandwidth and latency bottlenecks inside AI inference clusters. Its ZeroFlap AECs and OmniConnect memory platform are embedded in the hyperscale data center infrastructure being built at unprecedented scale by the world's largest technology companies. The fundamental numbers have been impressive, to say the least. Fiscal Q3 2026 revenue came in at $407 million, up 201.5% year over year, with earnings per share of $1.07, crushing the 78-cent consensus estimate. Full-year fiscal 2026 revenue is now tracking above $1.3 billion. The recently completed DustPhotonics acquisition brings Silicon Photonics PIC technology in-house, targeting over $500 million in optical revenue in fiscal 2027 alone and positioning Credo as a vertically integrated AI connectivity leader across both electrical and optical interconnects. In total, 19 analysts cover the stock, with a consensus Moderate Buy rating and a target of $207.71, suggesting close to 10% upside. And while the analyst target may not seem impressive at first, it’s worth noting that the stock has surged about 280% over the past 12 months. In that context, it’s significant that analysts still see additional near-term upside for the stock. Astera Labs: Pure-Play Inference Connectivity in a High-Growth PhaseAstera Labs (NASDAQ: ALAB) might be one of the most targeted plays on the inference boom among the five names on this list. The company designs semiconductor-based connectivity solutions that eliminate bandwidth and latency bottlenecks in AI data centers. Its PCIe 6 portfolio, CXL smart solutions, and COSMOS software platform are embedded in the rack-scale infrastructure being built by hyperscalers, which are deploying the largest inference clusters in history. Q1 2026 results came in above consensus estimates and confirmed the momentum. Revenue of $308.4 million grew 93% year over year and 14% sequentially, reaching a new all-time quarterly record. The company launched and began initial shipments of its Scorpio X-Series 320-lane AI scale-up fabric switch, a product specifically designed for the high-radix inference topologies that hyperscalers are now deploying at scale. New design engagements for custom and optical solutions are further expanding the addressable market, and the merchant scale-up market that Scorpio targets is projected to reach $20 billion by 2030. 19 analysts cover the stock with a consensus Moderate Buy rating and a price target of $229.65, representing more than 15% upside. For investors seeking pure-play inference exposure in a company still early in a multi-year growth cycle, Astera Labs may be one of the most compelling names in the entire sector. |
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