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Rail Giants Join Forces to Launch New Intermodal Service

September 17, 2025

In partnership with

Two major players in the freight industry are teaming up to debut a new intermodal service this October that will link Louisville to Los Angeles, Portland, Houston, and beyond, with a key interchange in Kansas City. As these routes expand, we expect dividend increases to follow.

Read more on this and other dividend developments below.

Keep This Stock Ticker on Your Watchlist

They’re a private company, but Pacaso just reserved the Nasdaq ticker “$PCSO.”

No surprise the same firms that backed Uber, eBay, and Venmo already invested in Pacaso. What is unique is Pacaso is giving the same opportunity to everyday investors. And 10,000+ people have already joined them.

Created a former Zillow exec who sold his first venture for $120M, Pacaso brings co-ownership to the $1.3T vacation home industry.

They’ve generated $1B+ worth of luxury home transactions across 2,000+ owners. That’s good for more than $110M in gross profit since inception, including 41% YoY growth last year alone.

And you can join them today for just $2.90/share. But don’t wait too long. Invest in Pacaso before the opportunity ends September 18.

Paid advertisement for Pacaso’s Regulation A offering. Read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals.

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Healthcare

What Happens When Oracle Puts AI at the Core of Medicine?

Oracle (NYSE: ORCL) is rolling AI into its healthcare software, upgrading everything from scheduling to billing and even clinical trials.

The move shifts Oracle from being just another tech vendor to a player aiming to run the backbone of hospitals and insurers.

The scale is big. This is Oracle’s way of planting itself inside one of the toughest industries in the world.

AI Built for Real-World Pain Points

Healthcare bleeds money because of inefficiency, and that is exactly the gap Oracle wants to exploit. If its software can cut costs or speed up drug development, customers will be locked in for the long haul.

That means long-term revenue that is hard for rivals to dislodge. It also means Oracle gets to expand into healthcare with the leverage few others can match.

The Test Will Be in the Execution

Doctors, regulators, and privacy rules can slow down even the best ideas. The challenge will be proving that Oracle’s AI delivers real savings in the messy reality of hospitals.

If it pulls that off, it gains an edge over competitors like Microsoft and Amazon, who are also circling the sector.

And for anyone watching from the sidelines, that edge could turn Oracle into something far bigger than a cloud company.

ORCL currently trades at $299 and pays a dividend of $2.00 per share, a yield of 0.67%.

Capital Flows

JPMorgan Just Shifted Billions With a Single Index Tweak

JPMorgan (NYSE: JPM) is trimming the country weight in its flagship emerging-market bond index. Starting in 2026, no country can take up more than 9 percent of the pie, down from 10 percent today.

On paper, it sounds tiny. In reality, it means billions in capital will shift.

Giants like China, India, and Mexico get trimmed back, while smaller names like Thailand, Poland, and South Africa get pulled forward.

Spreading the Risk Around

Emerging-market debt has always carried the problem of concentration. Too much is tied up in a few big countries, so portfolios live or die by their fortunes.

By shaving the cap, JPMorgan spreads the risk and lets smaller markets grab attention. For bond buyers, that can mean less volatility and a more diverse yield mix.

Quietly Rewriting the Map

This isn’t just index housekeeping. It’s JPMorgan steering global capital toward markets that usually sit in the shadows. Once the benchmark shifts, portfolios everywhere will start tilting with it.

So here’s the kicker: the next wave of flows won’t just chase the usual suspects. They’ll chase the places most people still overlook.

Sometimes the smartest move in markets isn’t to follow the giant; it’s to pay attention to the quiet reshuffle happening in the background.

JPM currently trades at $312 and pays a dividend of $5.60 per share, a yield of 1.79%.

AI (Sponsored)

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The foundation is already in place:

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And right now, the market hasn’t priced it in.

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*Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities.

Retail

Is Home Depot Quietly Building the Strongest Digital Moat in Retail?

Home Depot (NYSE: HD) isn’t just moving lumber and paint cans. It’s quietly turned itself into a digital powerhouse, with online sales climbing 12% in the latest quarter.

That’s not a small bump. Overall sales only rose 1%, so it’s the tech and fulfillment muscle that is keeping growth alive.

Delivery Speed Becomes the Secret Weapon

Management has leaned hard into machine learning to figure out the best place to ship from, which means faster delivery without ballooning costs.

Same-day and next-day delivery now covers more customers than ever, and the payoff is clear: shoppers are spending more each time they hit “order.”

This is the kind of convenience that locks people in. Competing on price is easy, but building this kind of fulfillment engine is not.

Small Tech Tweaks With Big Impact

“Buy it again” buttons and smarter search powered by AI are making repeat orders smoother.

Add in-store tech like apps that let staff batch-pick multiple orders, and suddenly the shopping loop is faster, cheaper, and more accurate.

It’s not flashy, but it works. And every time the system gets smarter, it makes Home Depot harder to copy.

Bottom line, Home Depot isn’t just selling tools and tiles anymore. It’s building a moat out of convenience, scale, and tech, and if the momentum holds, getting in now could feel like catching Amazon before e-commerce exploded.

HD currently trades at $422 and pays a dividend of $9.20 per share, a yield of 2.18%.

Dividend Stocks Worth Watching

The Hershey Company (NYSE: HSY) will make a new addition to its 2024 best-selling candy, the Shaq-A-Licious XL Gummies line.

The incoming collection, Shaq-A-Licious XL Gummies in sneaker shapes, is now available at retailers nationwide.

The collaboration pays homage to basketball star Shaquille O'Neal's sneakers and is available in three flavors: mango, lime, and strawberry. Last year’s collection sold more than 11 million units.

HSY pays a quarterly dividend of $1.37, yielding a 2.95% return. 

Union Pacific (NYSE: UNP) has announced the launch of a new intermodal service in conjunction with Norfolk Southern, to begin in October.

Transit times will be comparable to those of road freight, with the service set to accommodate goods from sectors including automotive, consumer goods, and healthcare.

The service will operate out of Louisville to destinations including Los Angeles, Portland, and Houston. The interchange will take place in Kansas City. 

UNP pays a $1.38 dividend with a yield of 2.57%. 

Gladstone Commercial Corp (NYSE: GOOD) has agreed to a third successive lease extension with global technology solutions provider JBT Marel for its 67,200 square feet of commercial premises in Chalfont, PA. 

The lease expansion is for a period of 10 years, 1 month, providing GOOD with further stability and income certainty.

The large property is described as being mission-critical.

Despite this positive development, GOOD’s stock price has declined by almost 8% over the last month, creating a window of opportunity for investors seeking a low-volatility, high-yield portfolio addition.

GOOD's dividend of 10 cents gives a 9.21% yield.

Dividend Increases

FBP has increased its dividend payment to 23 cents, a 27.78% rise. Its new yield is 4.23%. 

FITB has lifted its dividend payment to 40 cents, a 8.11% rise. Its new yield is 3.51%.

FBNC has boosted its dividend payment to 23 cents, an increase of 27.78%. Its new yield is 1.67%.

Dividend Decreases

TRTX has cut its dividend payment to 24 cents, a reduction of 38.56%. Its new yield is 10.17%. 

LFT has reduced its dividend payment to 4 cents, a cut of 33.33%. Its new yield is 7.05%.

CHMI has cut its dividend payment to 10 cents, a reduction of 33.33%. Its new yield is 13.22%.

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Upcoming Dividend Payers

HD’s ex-dividend date for the forthcoming $2.30 payment is 09/18/25.

FDS’s ex-dividend date for the forthcoming $1.10 payment is 09/18/25.

AJG’s ex-dividend date for the forthcoming 65-cent payment is 09/19/25.

Everything Else

That’s all for today’s edition of the Dividend Brief.

Thanks for reading, and if you have any feedback or dividend stocks you want me to take a look at, just reply to this email!

—Noah Zelvis
DividendBrief.com