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Hey, Zach Here!

We have some big news with a US-China trade deal in the works. The market is rising Monday in early trading.

Today’s topics:

1. New Dividend Raises

2. Gold at All-Time Highs

3. Why Google stock is Selling Off

4. US/China Trade Deal

5. My New Buys

🚀 New Dividend Raises

Despite market volatility, businesses keep growing and paying more profits to shareholders.

This week, more than 20 stocks increased dividend payments:

• MUEL - Paul Mueller raises dividend by 30% to $0.30

• HBB - Hamilton Beach Brands raises quarterly dividend by 4.3% to $0.12/share

• MAR - Marriott raises quarterly dividend by 6.3% to $0.67/share

• BKOR - Oak Ridge Financial Services raises dividend by 16.7% to $0.14

• NHC - National Healthcare raises dividend by 4.9% to $0.64

• ESAB - ESAB raises quarterly dividend by 25% to $0.10/share

• KLAC - KLAC raises quarterly dividend by 11.8% to $1.90/share

• PHX - PHX Minerals raises quarterly dividend by 33.3% to $0.04/share

• PX - P10 increases dividend by ~7% to $0.0375

• TTEK - Tetra Tech raises dividend by 12.1% to $0.065

• IBP - Installed Building Products raises dividend by 5.7% to $0.37

• SAR - Saratoga Investment raises quarterly dividend by 1.4% to $0.75/share

• BCO - The Brink's raises dividend by 5% to $0.255

• MTRN - Matterson raises dividend by 4% to $0.14

• UE - Urban Edge raises dividend by 11.8% to $0.19/share

• PBI - Pitney Bowes raises dividend by 16.7% to $0.07/share

• SSD - Simpson Manufacturing raises dividend by 3.6% to $0.29

• WEYS - Weyco raises dividend by 4% to $0.27

• WTS - Watts Water Technologies raises dividend by 21% to $0.52

• CAH - Cardinal Health raises dividend by 1% to $0.5107

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Gold hitting record highs

The price of gold keeps heating up. If the record-breaking year of 2024 wasn't enough, gold hit a major historic 2025 milestone by crossing the $3,000/ounce threshold!

Here are 3 Key Reasons:

1. Looming economic & political uncertainty

2. Increasing central bank demand

3. Rising National Debt - over $36 Trillion

So, could gold surge even higher?

According to a recent statement from Jeffrey Gundlach, famed American business man and investor… “Gold continues its bull market that we’ve been talking about for a couple of years, ever since it was down to $1,800.” He expects gold to reach $4,000/oz.

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The Key Story

Why Google Stock is Selling Off

🎥 Watch the full google stock analysis

👂 Listen on Spotify

What Sparked the Slide

• Apple exec Eddie Cue testified that Safari searches declined for the first time in 22 years, citing users’ shift toward AI assistants.

• He confirmed Apple is testing AI search options (Perplexity, OpenAI, Anthropic).

• This threatens Google’s $20 B/yr “default search” deal—a centerpiece of the DOJ antitrust case now seeking remedies.

Bear Case in a Nutshell

• Loss of the Apple deal could shave ~15 % off Search profits.

• Rising AI competition keeps the “Google is dead” narrative alive.

• CAPEX for AI infrastructure is eating near‑term free cash flow.

• Ongoing antitrust scrutiny may force structural changes.

Why I’m Still Bullish

• Search is still growing—Q1 revenue +10 % YoY; AI Overviews already serve 1.5 B queries/month.

• Alphabet trades at ~17× trailing earnings—a discount to Big‑Tech peers despite superior balance‑sheet strength.

• Core businesses (Search, Cloud, YouTube) throw off $80 B+ in annual FCF even after heavy AI spend.

• Google is an AI leader itself; integrating generative answers directly into Search keeps the ad cash‑cow alive.

• Double‑digit EPS growth projected through 2027, while buybacks shrink the shares outstanding.

My Take & Action

Economic News

US & China Trade Deal in Progress

New Buys

Buying the dip on Google

📅 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