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- The Chipmaker Planting a Flag in the Desert Tech Boom
The Chipmaker Planting a Flag in the Desert Tech Boom
Saudi Arabia's push to become an AI superpower is creating a new gravitational pull in the chip world.
One heavyweight is stepping in with a new regional hub designed to accelerate its AI ambitions and secure a front-row seat in the desert tech surge.
Read on for everything you need to know about this story.

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Entertainment
Paramount Skydance Aims for a $71 Billion Shot at Hollywood’s Crown

Paramount Skydance (NASDAQ: PSKY) is gearing up to drop a $71 billion offer for Warner Bros Discovery, a move loud enough to rattle every corner of Hollywood.
The company wants to turn a shaky legacy studio narrative into a global heavyweight story.
Folding WBD under the Skydance umbrella would merge two giant universes of movies, shows, news, games, and streaming.
You can already picture how massive that library becomes when both catalogs sit in the same vault.
Hollywood Prepares To Hold Its Breath
Two major streaming platforms, two historic production machines, and two global distribution networks are suddenly staring at the possibility of becoming one.
The scale is unreal, and the strategy is crystal clear.
Paramount Skydance wants a future built on big franchises, bigger reach, and nonstop licensing power.
Your expectations of what a modern studio looks like may shift overnight if this deal lands.
A Bid With Fire in Its Eyes
Paramount Skydance would jump from defending its turf to leading the next wave of consolidation.
A combined studio brings deeper IP, stronger negotiating weight, and more ways to earn across every platform that matters.
The entertainment world is already stretched thin from costs and cord-cutting, so a move like this hits differently.
You might look back and see this moment as the spark that pushed Hollywood into its next era.
Paramount Skydance just walked up to the table, stacked its chips, and told the whole industry to buckle up.
PSKY currently trades at $16 and pays a dividend of $0.20 per share, a yield of 1.24%.

Aerospace
Lockheed Martin Aims Big as It Builds a New Worldwide Defense Network

Lockheed Martin (NYSE: LMT) just teamed up with Germany’s Diehl Defence in a push that could reshape global air and missile defense.
The company wants a stronger international footprint as demand for layered protection systems climbs fast.
Aegis systems and Vertical Launchers will now stand beside Diehl’s IRIS-T missile family in a combined package.
You end up seeing an alliance that feels built for a world where defense pressure keeps rising.
Aegis Meets Europe in a Big First
A European missile has never been integrated into the Aegis ecosystem, but that door is finally swinging open.
The move opens a new level of cooperation among NATO countries seeking systems that can communicate with each other.
Modular setups give militaries the freedom to mix and match tools depending on the threat.
Your sense of what modern defense looks like might shift once systems start blending across continents.
A Global Strategy With Real Teeth
Lockheed Martin wants customers tied into long-term upgrade paths that keep fleets modern for decades.
A broader catalog means more nations can slot into its architecture without having to start from scratch.
Geopolitical tension across Europe and the Indo-Pacific only fuels the need for stronger shields.
When you zoom out, you might notice Lockheed building a defense network that stretches wider than ever before.
LMT currently trades at $471 and pays a dividend of $13.80 per share, a yield of 2.93%.

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Data Centers
Caterpillar Trades Dirt for Data Centers in a Wild Strategic Jump

Caterpillar (NYSE: CAT) teamed up with Vertiv in a move that puts the company squarely in the center of the AI infrastructure race.
The old industrial image is traded in for a louder role in data centers that keep expanding every month.
The partnership mixes Caterpillar’s gas turbines and heavy-duty engines with Vertiv’s power and cooling systems.
You suddenly see a combo designed to tame the giant energy spikes coming from AI clusters.
Data Centers Want Muscle, Not Manners
AI sites need nonstop power, fast installs, and energy setups that do not melt under pressure.
Caterpillar steps into that chaos with pre-engineered systems meant to plug in and go.
Tighter grids and rising energy demand make on-site generation and combined heat-and-power systems more important.
Your idea of Caterpillar might shift once you picture those yellow machines feeding electricity into the world’s loudest server rooms.
A Whole New Lane Opens Up
This alliance gives Caterpillar a path into long contracts where data centers keep renewing and upgrading for years.
A broader reach means the company touches everything from engine power to thermal management.
AI expansion moves so fast that dependable suppliers become the backbone of entire regions.
When you zoom out, you might realize Caterpillar just grabbed a spot in the next decade’s biggest growth engine.
Caterpillar basically walked out of the mine and straight into the motherboard.
CAT currently trades at $557 and pays a dividend of $6.04 per share, a yield of 1.08%.

Dividend Stocks Worth Watching
BP (NYSE: BP) is said to be in active talks to sell its lubricant brand, Castrol, to Stonepeak.
The oil company is looking to streamline its operations by divesting up to $20 billion in assets as it seeks to move away from renewable energy and become leaner and more efficient by 2027.
A heritage brand with worldwide recognition, Castrol could be worth up to $11 billion on the open market, taking BP more than halfway towards its divestment target.
BP currently pays a 50-cent dividend, yielding 5.58%.
Williams Sonoma (NYSE: WSM) has reported strong Q3 earnings, with sales and profits both rising despite the impact of tariffs on imported furniture.
The retailer outperformed on profitability and raised its full-year operating margin outlook to 17.8%- 18.1%.
Comparable brand revenue rose 4.0% in the quarter, with CEO Laura Alber highlighting the retailer's product design and customer service.
WSM pays a 66-cent dividend, yielding 1.50%.
Qualcomm (NYSE: QCOM) is expanding its presence in the Middle East after confirming plans to open a new engineering center in Saudi Arabia.
This move to the Middle East comes as it strives to make 200 megawatts of AI servers available to Humain AI.
Owned by the Kingdom of Saudi Arabia, Humain AI is central to Saudi Arabia's ambitions to become the world's third-largest AI hub.
Humain already plays a vital role in the Kingdom's HR, finance, legal, operational, and IT departments, and has now launched publicly and already has agreements with key Qualcomm rivals, including Nvidia.
The new QCOM space will be a key hub for the firm and allow it to accelerate the development and deployment of its AI chips in the Emirate.
QCOM currently pays a 89-cent dividend, yielding 2.16%.

Dividend Increases
GFF has increased its dividend to 18 cents, up 22.2%. Its new yield is 1.32%.
MKC has boosted its dividend to 48 cents, a rise of 6.7%. Its new yield is 2.96%.
SBLK has raised its dividend to 11 cents, an increase of 120%. Its new yield is 2.28%.
RGLD has increased its dividend to 47 cents, a 5.6% increase. Its new yield is 1.02%.

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Upcoming Dividend Payers
CHCT’s ex-dividend date for the forthcoming 47-cent payment is 11/21/25.
WSM’s ex-dividend date for the forthcoming 66-cent payment is 11/21/25.
JBHT’s ex-dividend date for the forthcoming 44-cent payment is 11/21/25.
FIX’s ex-dividend date for the forthcoming 60-cent payment is 11/24/25.

Everything Else
Google’s latest AI release, Gemini 3, will provide "better answers to more complex questions," the search engine says. Analysts agree with some describing the AI model as a "meaningful" move forward.
Novo Nordisk has temporarily lowered the prices of its weight-loss drugs, with patients able to obtain Ozempic and Wegovy for $199 per month for 2 months. The offer runs until the end of March.
Disney has finally agreed terms with YouTube to bring channels, including ABC, back to the streaming platform.
Walmart is reportedly in talks to acquire R&A Data. This company monitors online marketplaces for scams, counterfeits and other compliance issues, just as new CEO John Furner prepares to step into the role.

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


