Dividend Stocks Keep Crushing The Market As AI Concerns Mount

2026-02-21 08:15:00 ET

I'm not going to sugarcoat this with false modesty.

I'm crushing it.

Lady Luck has smiled upon my portfolio this year in a big way. Those of us who focus on moderate-yielding dividend growth stocks have enjoyed a phenomenal start to the year.

Last year, I started to worry I might just be a plain old buffoon when I warned, week after week, that the circular financing in the AI ecosystem looked fishy and that it is possible the returns on all this infrastructure spending won't be that great. Amid these warnings, the AI ecosystem of stocks just kept going higher. I worried that I was wrong, that my bias as a dividend growth investor with very little tech exposure had too strongly colored my thinking....

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