A Big Week for AI and Software Stocks

February 23, 2026

Happy Monday,

It’s a big week in the stock market. Especially, around the AI narrative which drives the market. Nvidia is reporting, which should have a blowout quarter and likely high guidance based on the Capex numbers reported by Big tech.

Plus, beaten down SAAS companies like Salesforce and Intuit report. We’ll see if the software sell off ends.

Topics Covered:

  • Secret Project Launching This Week

  • New Dividend Raises

  • Earnings Season (Nvidia, Salesforce, etc)

Project Update

I’m Back, with Dividend Data 2.0

Sorry, I’ve been light on the YouTube videos lately. I’ll be back soon.

It was for a good reason. I’ve been burning the midnight oil and working my butt off.

The full launch of Dividend Data for Spreadsheets is coming this week.

Get Excited…

Dividend News

🚀 Dividend Raises This Week

👑 Dividend Kings & Aristocrats

  • KO - Coca-Cola raises quarterly dividend by 3.9% to $0.53/share

  • WMT - Walmart raises annual dividend by 5.3% to $0.99 per share

  • GPC - Genuine Parts raises dividend by 3.2% to $1.062

  • SHW - Sherwin Williams raises quarterly dividend by 1.3% to $0.80/share

  • ESS - Essex Property Trust raises quarterly dividend by 0.8% to $2.59/share

⭐ High-Profile & Popular Dividend Payers

  • NEM - Newmont raises dividend by 4% to $0.26

  • DVN - Devon Energy raises dividend by 31% to $0.315 per share

  • ADI - Analog Devices raises dividend by 11% to $1.10 per share

  • GRMN - Garmin raises dividend by 16.7% to $1.05

  • STLD - Steel Dynamics raises quarterly dividend by 6% to $0.53/share

  • PPL - PPL raises dividend by 4.6% to $0.2850

  • OLED - Universal Display Corporation raises quarterly dividend by 11.1% to $0.50/share

📈 Solid Dividend Growers

  • CRH - CRH raises dividend by 5.4% to $0.39 a share

  • DTM - DT Midstream raises dividend by 7.3% to $0.88

  • RS - Reliance raises dividend by 4.2% to $1.25 a share

  • MTH - Meritage Homes raises quarterly dividend by 12% to $0.48/share

  • CAKE - The Cheesecake Factory raises dividend by 11.1% to $0.30 a share

  • BYD - Boyd Gaming raises dividend by 11% to $0.20

  • FPI - Farmland Partners raises dividend by 50% to $0.09

  • SUI - Sun Communities raises dividend by 8% to $1.12

  • BNL - Broadstone Net Lease raises dividend by 1% to $0.2925

  • GATX - GATX raises dividend by 8.2% to $0.66

  • CDP - CDP Holdings raises quarterly dividend by 4.9% to $0.32/share

  • FIX - Comfort Systems raises dividend by 16.7% to $0.70

  • NOV - NOV raises dividend by 20% to $0.09/share

  • AGO - Assured Guaranty raises dividend by 12% to $0.38/share

  • AVA - Avista raises dividend by 0.5% to $0.4925 a share

  • MLI - Mueller raises quarterly dividend by 40% to $0.35/share

  • ULS - UL Solutions raises dividend by 11.5% to $0.145

  • PRMB - Primo Water raises dividend by 20% to $0.12

  • JXN - Jackson Financial raises dividend by 13% to $0.90

  • GNK - Genco Shipping raises dividend by 233% to $0.50

Earnings This Week

Nvidia, Salesforce, Intuit, O, Lowe’s, Home Depot, etc.

Earnings Calendar

Executive Summary

  • Top Dividend Stocks: Home Depot (HD), Lowe's (LOW), Realty Income (O), Toronto-Dominion Bank (TD), Royal Bank of Canada (RY), American Tower (AMT), Domino's Pizza (DPZ), etc.

  • Top Growth Stocks: Nvidia (NVDA), Salesforce (CRM), MercadoLibre (MELI), Snowflake (SNOW), The Trade Desk (TTD), CAVA Group (CAVA), etc.

Here’s the full list to watch:

Monday (02/23):

  • DPZ - Domino's Pizza Inc.

  • FANG - Diamondback Energy Inc.

Tuesday (02/24):

  • HD - The Home Depot, Inc.

  • AMT - American Tower Corporation

  • O - Realty Income Corporation

  • HPQ - HP Inc.

  • MELI - MercadoLibre, Inc.

  • CAVA - CAVA Group, Inc.

  • FSLR - First Solar, Inc.

Wednesday (02/25):

  • LOW - Lowe's Companies, Inc.

  • TJX - The TJX Companies, Inc.

  • NVDA - NVIDIA Corporation

  • CRM - Salesforce, Inc.

  • VICI - VICI Properties Inc.

  • SNOW - Snowflake Inc.

  • TTD - The Trade Desk, Inc.

  • ZM - Zoom Video Communications, Inc.

Thursday (02/26):

  • TD - The Toronto-Dominion Bank

  • RY - Royal Bank of Canada

  • DELL - Dell Technologies Inc.

  • INTU - Intuit Inc.

  • VST - Vistra Corp.

  • BIDU - Baidu, Inc.

  • WBD - Warner Bros. Discovery, Inc.

  • CELH - Celsius Holdings, Inc.

  • ZS - Zscaler, Inc.

  • DUOL - Duolingo, Inc.

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That’s it for this week’s update. If you want to follow along in real time, analyze these tickers, or track your own portfolio, jump into DividendData.com. You’ll also find our Discord community and my AI research tool there. Hit reply and tell me what you’re buying—I may feature a few notes next week.

📅 Keep Investing. Stay informed.

– Zach
Founder, Dividend Data

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Disclaimer: Dividend Dividend (Dividend Data LLC) is not a professional financial service. All materials released from Dividend Data (Dividend Data LLC) are for educational and entertainment purposes. Dividend Data (Dividend Data LLC) is not a replacement for a professional's opinion. Contributors to the Dividend Data (Dividend Data LLC) might have equities mentioned in the newsletter