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Wall Street’s focus this week will be on a scheduled speech from Federal Reserve Chair Jerome Powell and on earnings, with economic data taking a backseat due to being delayed by the U.S. government shutdown.
Powell is set to speak at a banking conference in Washington, D.C., on Thursday. Traders will be hearing from several other Fed policymakers, including Vice Chair for Supervision Michelle Bowman and Governor Stephen Miran.
This week also marks the final one before the third quarter earnings season begins. Number one U.S. carrier Delta Air Lines (DAL) and the world’s third-largest soft drinks company, PepsiCo (PEP), highlight this week’s reports.
Earnings
Earnings spotlight: Monday, October 6: Constellation Brands (STZ), Aehr Test Systems (AEHR). See the full earnings calendar.
Earnings spotlight: Tuesday, October 7: McCormick & Company (MKC), Saratoga Investment Corp (SAR). See the full earnings calendar.
Earnings spotlight: Wednesday, October 8: Richardson Electronics (RELL). See the full earnings calendar.
Earnings spotlight: Thursday, October 9: PepsiCo (PEP), Delta Air Lines (DAL), Levi Strauss (LEVI), Tilray (TLRY). See the full earnings calendar.
Samuel Smith founded High Yield Investor in 2020 with a bold mission: to demonstrate that dividend investors don’t have to choose between income and growth. The service features three carefully designed portfolios – Core, International, and Retirement – built to deliver the right mix of stability, upside potential, and reliable yield.
A graduate of West Point, Samuel partners with Jussi Askola and R. Paul Drake to provide members with in-depth analysis, actively managed real-money portfolios, timely trade alerts, and educational resources. Together, they’ve built more than just a service – they’ve created a dynamic investor community where insights, strategies, and support flow every day.
Samuel currently believes that dividend stocks offer investors a generational opportunity due to their undervaluation relative to growth stocks (free write-up). As he explains in a recent article:
Dividend stocks have lagged behind technology giants in recent years, leaving them deeply undervalued compared to the broader market. Samuel Smith believes this disconnect has created a rare opportunity for long-term investors. While the S&P 500 trades at stretched valuations, dividend stocks now stand to benefit from several macroeconomic and structural tailwinds. With the Federal Reserve shifting toward rate cuts, income-focused sectors like REITs and energy could enjoy stronger demand and improved valuations. At the same time, artificial intelligence is moving beyond infrastructure into real-world applications, enhancing efficiency across industries from logistics to healthcare. This wave of innovation could support corporate profits, lower costs, and potentially bring down interest rates further, strengthening the case for dividend-paying companies.
Smith also points to pro-growth policies and a broader re-industrialization of the United States as additional catalysts. Deregulatory and tax-friendly initiatives are fueling new investment, while global trade shifts are driving capital into U.S. infrastructure, real estate, and manufacturing. Against this backdrop, Smith highlights opportunities in discounted REITs, energy producers, and infrastructure leaders, as well as companies positioned to benefit from the AI revolution. In his view, dividend stocks today represent both safety and significant upside potential.
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