The Dividend ETF Quietly Delivering Double-Digit Returns While Most Investors Aren't Paying Attention

The Schwab U.S. Dividend Equity ETF (SCHD) has gained 26% over the past year as investors rotate money away from crowded AI and tech stocks into dividend-paying companies. The ETF, which has less than 10% tech exposure and focuses on established blue-chip dividend payers, offers a 3.07% yield, low 0.06% expense ratio, and fair valuation metrics, making it an attractive portfolio complement.

10/17/2026, 7:50 AM • The Motley Fool

Advantest Announces Call for Papers for VOICE 2027 Developer Conference in San Jose, Calif.

Advantest Corporation announced a global call for papers for its VOICE 2027 Developer Conference, scheduled for June 14-16, 2027 in San Jose, California. The conference will focus on leading-edge semiconductor testing technologies including AI, high-performance computing, silicon photonics, and automotive applications. Paper submissions are due by November 16, 2026.

10/14/2026, 3:05 AM • GlobeNewswire

Schwab's Dividend ETF's Worst Year Since 2012 Was a 5.5% Loss. The Cost Showed Up in the Good Years.

The Schwab U.S. Dividend Equity ETF (SCHD) had only three losing years between 2012-2025, with its worst loss being 5.5% in 2018. While this defensive positioning protected it during market downturns like 2022 (down 3% vs S&P 500 down 18%), it significantly underperformed in rising markets. Over 14 years, $10,000 in SCHD grew to ~$49,000 compared to ~$70,500 in the S&P 500, demonstrating the trade-off between downside protection and upside participation.

10/11/2026, 6:22 AM • The Motley Fool

Tesla Wants to Build 10 Million Robots a Year. Here Are the Supply Chain That Needs to Exist First and the Stocks Set to Benefit.

Tesla aims to produce 10 million humanoid robots (Optimus) annually at $25,000 each, potentially generating $250 billion in annual revenue. The article identifies supply chain companies that could benefit from this ambitious robotics initiative, including mechanical parts suppliers, sensor manufacturers, and computer chip makers.

10/02/2026, 2:05 PM • The Motley Fool

Insulated Gate Bipolar Transistors Global Market Size, Share, and Forecast 2026-2035 | EV and Renewable Energy Demand Drives 7.3% CAGR to US$14.82 Billion

The global IGBT market is projected to grow from USD 8.45 billion in 2025 to USD 14.82 billion by 2035, expanding at a 7.3% CAGR. Growth is driven by rising EV/HEV production, renewable energy inverter demand, industrial motor drives, and railway traction investments. Asia-Pacific leads with 42.5% of global revenue, while the EV/HEV segment accounts for 32.8% of market share.

09/29/2026, 4:56 AM • GlobeNewswire

Prediction: Robotics Will Be the Biggest Opportunity Within the AI Supercycle. 1 Dividend Growth Stock to Own.

While AI chips like those from Nvidia are crucial, robotics represents the biggest opportunity in the AI supercycle. Texas Instruments, a leading analog chipmaker, is positioned to benefit significantly as robots require analog chips to convert real-world stimuli into digital signals. The company offers an attractive 2.2% dividend yield with 23 years of consecutive annual increases and 10% annualized growth over the past decade, making it appealing for dividend growth investors.

09/26/2026, 11:15 AM • The Motley Fool

RF System-on-Chip Market Set for Strong Growth as 5G, IoT and Edge Applications Unlock New Value Chain Opportunities Through the Forecast Period

The global RF System-on-Chip (SoC) market is projected to grow at a compound annual growth rate of 8.5% to 10.5% from 2026 through 2031, driven by 5G deployment, IoT expansion, and automotive applications. The market is valued between USD 5.9 billion and USD 10.7 billion in 2026, with Asia-Pacific leading regional growth. Key technology trends include direct RF-sampling, advanced manufacturing processes (RF-SOI, SiGe, CMOS), and multiprotocol support for smart-home connectivity.

09/24/2026, 5:51 AM • GlobeNewswire

Texas Instruments (TXN) Soars 3.3%: Is Further Upside Left in the Stock?

Texas Instruments shares rallied 3.3% to $266.64 following a 7% quarterly dividend increase marking 23 consecutive years of raises. Strong demand in industrial, automotive, and data center markets drove Q2 revenue up 23% YoY with data center revenue doubling. However, unchanged earnings estimate revisions over the past 30 days may limit further near-term gains. The stock holds a Zacks Rank #2 (Buy) with expected quarterly EPS of $2.39 (+61.5% YoY) and revenues of $5.91B (+24.7% YoY).

09/21/2026, 1:39 AM • Zacks

Nvidia Sells the Brains of the AI Boom. Something Else Is Selling the Muscle -- and It's Not on Wall Street's Radar.

While Nvidia dominates AI chip sales, an overlooked opportunity exists in 800-volt power distribution equipment for data centers. This technology offers ~10% cost savings over conventional power supplies and is being developed by companies like Vertiv and Nvidia. Though the transition could take years given the industry's $700 billion annual AI infrastructure spending, this emerging sector presents significant long-term potential.

09/01/2026, 2:15 PM • The Motley Fool

Why I Think the Best Dividend Stock Isn't a Tech Name: It's Realty Income

The author argues that Realty Income (O), a REIT with a 5.1% dividend yield and 31 consecutive annual dividend increases, is a superior choice for dividend investors compared to tech stocks. While tech stocks offer growth potential, they are volatile and unpredictable. Realty Income provides a stable income foundation through its diversified portfolio of over 15,500 properties, including retail, industrial, casinos, and data centers, while also expanding into debt investments and asset management services.

08/29/2026, 4:15 PM • The Motley Fool

Gate Driver IC Market Size to Surpass USD 2.91 Billion by 2035 | Research by SNS Insider

The global Gate Driver IC market is expected to expand at a CAGR of 5.19% through 2035, driven by electric vehicle adoption, renewable energy infrastructure development, and advanced power electronics. The U.S. market will grow from USD 0.45B to USD 0.78B, while Europe is estimated to reach USD 0.75B by 2035. High voltage gate driver ICs and silicon carbide semiconductors are expected to see the strongest growth, with Asia Pacific currently dominating at 38.76% market share.

08/04/2026, 3:30 AM • GlobeNewswire

Texas Instruments Stock Is Down 16% From Its 52-Week High. Is It a Buy?

Texas Instruments shares have declined 16% from their 52-week high despite strong Q2 earnings (23% revenue growth, 52% EPS growth) and doubled data center revenue. The stock sell-off was driven by soft Q3 guidance below analyst expectations, though management attributes this to timing of price increases rather than weak demand. The company benefits from AI infrastructure buildout, strong industrial demand, and offers an attractive 2.1% dividend yield with 22 consecutive years of increases.

08/01/2026, 5:12 AM • The Motley Fool

Nvidia Is Finally Cheap: Here’s How to Buy It and Get a 7.4% Dividend

The article argues that semiconductor stocks, particularly NVIDIA and Micron, have been unfairly sold off despite strong underlying demand and reasonable valuations. The author recommends the BlackRock Technology and Private Equity Term Trust (BTX), a closed-end fund yielding 7.4% that holds these undervalued semiconductor stocks and is trading at a 13.7% discount to NAV that is narrowing, presenting an attractive opportunity for dividend income and capital appreciation.

07/16/2026, 6:39 AM • Investing

Automotive Microcontrollers Market Size to Worth USD 34.31 Billion by 2035 | SNS Insider

The global automotive microcontrollers market, valued at $15.49 billion in 2025, is expected to grow to $34.31 billion by 2035 at a CAGR of 8.28%. Growth is driven by ADAS adoption, vehicle electrification, and software-defined vehicle architectures. Asia Pacific leads with 46% market share, while North America is expected to register the highest growth rate.

07/16/2026, 3:30 AM • GlobeNewswire

Logic Analyzer Market Size to Worth USD 3.73 Billion by 2035 | Research by SNS Insider

The global logic analyzer market is projected to grow at a CAGR of 4.97% from 2026 to 2035, driven by rising semiconductor design complexity, automotive multi-protocol validation, cloud-based solutions, and 5G protocol validation. Digital logic analyzers currently dominate with 52% market share, while mixed signal analyzers are expected to see the highest growth. North America leads the market, with Asia-Pacific emerging as the fastest-growing region.

07/13/2026, 7:30 AM • GlobeNewswire