Unsubscribe [Urgent] You’re about to be locked out… (From Eagle Publishing)3 Big Dividend Hikes Hit the Market—1 Just Doubled Its PayoutWritten by Leo MillerThree big-name stocks just announced large dividend increases. Most notably, TKO Group (NYSE: TKO) just delivered a huge win to shareholders; the company doubled its dividend.However, leading names in the semiconductor and software industries also made impressive moves of their own. Below, we’ll dive into the significant dividend news these three firms just released.TKO: Massive Media Deals Lead to a Massive Dividend IncreaseTKO Group is the owner of two well-known sports franchises: World Wrestling Entertainment (WWE) and the Ultimate Fighting Championship (UFC). As of the Sept. 5 close, the stock has provided a total return of around 96% since going public around two years ago. TKO has more than quadrupled its quarterly revenues over that time, as both WWE and the UFC have become increasingly popular. For those following this stock closely, the timing of TKO doubling its dividend may not come as a surprise.The company announced two massive deals in August that should bolster its financial position substantially going forward. The first came with ESPN agreeing to pay $1.6 billion over the next five years for the rights to broadcast several of the WWE’s largest events. Just days later, TKO announced an even bigger deal. The newly formed company, Paramount Skydance (NASDAQ: PSKY), agreed to pay $7.7 billion over the next seven years to exclusively broadcast UFC events. That $1.1 billion going to TKO a year is double the annual revenue it received from ESPN to broadcast UFC events previously. Clearly, TKO has a knack for generating increasingly lucrative media rights deals. Doubling its dividend, just like it doubled its UFC media deal, is a logical way to reward shareholders.The company’s new 76 cents per share quarterly dividend is payable on Sept. 30 to shareholders of record as of the Sept. 15 close. As of the Sept. 5 close, the stock has a solid indicated dividend yield of just under 1.6%. Although TKO is not a high-yield stock, investors should note that its yield is substantially higher than the approximately 1.1% yield of the S&P 500 Index. Additionally, the company said it expects to begin share repurchases under its $2 billion buyback authorization in Q3. This buyback program is equal to around 5.2% of TKO’s market capitalization, allowing the company to significantly reduce its outstanding share count. That’s another win for investors.LRCX Boosts Dividend 13%, Yield Moves to 1%Next up is one of the most important stocks in the semiconductor manufacturing equipment industry, Lam Research (NASDAQ: LRCX). Lam is one of the five dominant players in this space, with a specific focus on making etch and deposition tools.Having grown to a very large market capitalization of approximately $130 billion, Lam states that its technology helps build nearly every advanced chip made today.On Aug. 28, Lam announced a sizable 13% increase to its quarterly dividend. The firm’s new 26-cent per share dividend is payable on Oct. 15 to shareholders of record on Sept. 24. Overall, this new payout gives the firm an indicated dividend yield of approximately 1%.Although this figure is not overly impressive compared to the general market, it is solid when compared to most semiconductor stocks. With 60 or so global large-cap stocks in the semiconductor and semiconductor equipment industry, Lam’s indicated yield ranks in the top 20 highest among this group.INTU Announces Large Dividend Increase, Holds Strong Yield in SoftwareLast up is software giant Intuit (NASDAQ: INTU). With a market capitalization of around $188 billion, Intuit easily ranks among the top 10 most valuable software stocks in the world.Along with releasing its quarterly financials on Aug. 21, Intuit announced a 15% increase to its quarterly dividend.The new $1.20 dividend is payable on Oct. 17 to shareholders of record as of the Oct. 9 close.Overall, the stock has an indicated dividend yield of 0.7%.Although it is also not a high yield, it is important to note that the vast majority of software stocks do not pay a dividend at all.Thus, Intuit’s indicated yield still ranks in the top 10 among large-cap software stocks globally.TKO, LRCX, and INTU Sweeten the Pot for Income InvestorsOverall, these three names are making good on their commitments to return increasingly higher levels of capital to shareholders.Clearly, TKO’s dividend boost really stands out, with the company’s huge media deals allowing investors to put much more income in their pockets. READ THIS STORY ONLINEHe Called Nvidia at $1.10. Now, He Says THIS Stock Will… (Ad)The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million.Now, the man who called Nvidia at $1.10 reveals AI’s Next Magnificent Seven… including one stock he says could become America’s next trillion-dollar giant.SEE HIS FULL BREAKDOWN OF THE SEVEN STOCKS TO OWN NOWWhat NVIDIA’s Big Bet on Rival Quantinuum Means for D-Wave StockWritten by Nathan ReiffThough shares of quantum computing innovator D-Wave Quantum Inc. (NYSE: QBTS) are up an impressive 60% year-to-date (YTD), in the past month they’ve slumped by more than 10%. A post-earnings bump dissolved into a price plateau for QBTS shares. Now, as investors watch for signs of news that could stimulate a continuationof D-Wave’s rally, the company faces increased threats from its rivals.Niche quantum competitors like IonQ Inc. (NYSE: IONQ) and Rigetti Computing (NASDAQ: RGTI) continue to pursue their own technologies and revenue streams, which is already a substantial risk for D-Wave investors. With news in early September that chip giant NVIDIA Corp. (NASDAQ: NVDA) is investing the better part of a billion dollars in Quantinuum—a joint venture of automation, aerospace, and energy conglomerate Honeywell International (NASDAQ: HON)—a well-resourced new competitor has emerged as well. What should D-Wave investors expect as the quantum industry grows more crowded?New $600 Million Investment in QuantinuumQuantinuum is a full-stack quantum computing firm aiming, alongside others in the industry, to develop systems that are broadly commercially viable. Unlike D-Wave, IonQ, and Rigetti, Quantinuum is not an independent publicly traded company. Instead, it is a joint venture created by the major tech company Honeywell. That may not last long, though—Quantinuum is building up investments through equity capital raises in a move analysts view as a precursor to an eventual IPO, potentially in the next two years.While many quantum companies can claim breakthrough technological achievements, the proof often lies in those firms’ partnerships. For a company like D-Wave, recently announced partnerships with Davidson Technologies, Incheon Metropolitan City, and many others demonstrate the perceived value of the firm’s quantum tech among partners across sectors. For Quantinuum, the latest capital raise, which totals around $600 millionand brings the firm’s valuation to $10 billion, includes a transformational partner in NVIDIA.With the investment, Quantinuum becomes a founding partner in NVIDIA’s Accelerated Quantum Research Center. Considering NVIDIA’s keen interest in advancing quantum technology and its significant resources—together with CEO Jensen Huang’s influence over quantum stocks through mere speculation about the technology’s commercial arrival—this move elevates Quantinuum to the top tier of the quantum industry.The Fallout for D-Wave and OthersA high-profile development for a strong competitor is, of course, less than ideal for D-Wave, but shares did not react immediately following the announcement. One reason for that may be that D-Wave and Quantinuum have taken fundamentally different approaches to developing their technologies. D-Wave has centered its efforts on annealing tech(and, increasingly, on gate-model quantum tech), which is seen as strategically advantageous for certain types of problems and cases. Quantinuum, on the other hand, uses trapped-ion hardware, viewed as highly stable but difficult to scale. Both firms thus have numerous and significant obstacles before they become truly viable on a large scale.D-Wave may have the advantage in that last area, though, thanks to growing sales and popularity of its Advantage2 system and cloud offerings. Quantinuum’s products include developer tools and end applications like InQuanto, and its next-gen quantum computing system, Helios, is expected later this year. When this iteration of Helios launches, customers will be able to make a more direct comparison between it and Advantage2 than has previously been possible.While other smaller rivals may struggle to stand up to Quantinuum’s substantial financial backing, D-Wave could be in the best position to do so. Given that the company reached the midpoint of the year with a record cash reserve of more than $800 million, it has the flexibility to adapt in various ways. Management has already pointed to expansion through acquisitions as a goal of D-Wave, but the firm has not offered many clues about possible targets. Whether or not this development with Quantinuum alters that approach remains to be seen.Analyst Views of D-Wave and HoneywellD-Wave remains a unanimous Buy based on 11 analyst ratings, and shares are expected to reach a consensus price target of $19.27, representing more than 25% in upside. Although it’s not a direct comparison, Honeywell is a Moderate Buy, with analysts roughly split between Buy and Hold ratings, although it also has an estimated 19%, roughly, in possible upside. READ THIS STORY ONLINE[Urgent] You’re about to be locked out… (Ad)Trade on Tuesday. Double by Friday. Rinse and Repeat. Jim Fink just unleashed the world’s first “rinse and repeat” trade… and it’s helping average investors double their money in as little as a week like clockwork. This unique trade, dubbed “310F,” goes live on Tuesday… and is designed to hand investors a 100% gain in either 3 or 10 days… and always on a Friday. While no trading system is perfect, we’ve been using this unique “Friday Phenomenon” twice a week since 2015 and it has allowed us to walk away with a win 904 out of 926 trades… that’s a 97.6% win rate!CLICK HERE TO DISCOVER HOW YOU CAN USE THIS “ODD” TRADE FOR YOURSELF.3 Undervalued Stocks Poised to Shine in the Next Market RallyWritten by Gabriel Osorio-MazilliNew all-time highs on stocks have been the average operating stance over the past couple of quarters; however, not all stocks and industries are being treated equally. Most of these returns are in the technology sector, whether for right or wrong, bringing valuations in that space to record levels that have trickled up into the broader S&P 500 index.All this attention (and capital) headed to these select few names leaves a lot of room for others to catch up; all they need is to see their fundamentals recognized by a broader base of investors and media coverage, which makes it a matter of time before they start to outperform their peers and the market as well.With that in mind, investors can now welcome names like Adobe Inc. (NASDAQ: ADBE), Southwest Airlines Co. (NYSE: LUV), and Ulta Beauty Inc. (NASDAQ: ULTA) into their portfolios for the coming months ahead. Not only are their prices disconnected from their intrinsic values, but the price action is also far from that of their close peers, creating some upside opportunities.Adobe Is Missing the Party, But It’s InvitedCompanies that utilize artificial intelligence have been treated differently in this current cycle, as if they could do no wrong simply by being exposed to the fastest-growing technology trend in the world today. Adobe, despite using artificial intelligence in its own software product suite, isn’t getting the same sort of treatment.This company now trades at only 59% of its 52-week high levels, leaving tons of room for it to move higher under the right conditions. These conditions might come about when a rotation is triggered on the coming Federal Reserve interest rate cuts in September 2025.Even with this lackluster performance recently, Adobe still commands a consensus Moderate Buy rating from Wall Street analysts, who also value the stock at $452.7per share, implying a net 29.7% upside potential from its current trading price.One of the biggest tailwinds to bring this forecast home is the fact that content creation (Adobe’s home turf for software solutions) is taking over the entire economy. Whether it is for marketing purposes, education, or even digital products, the fact is that a larger share of business is being done online in this sense more than ever before.Southwest Airlines’ Big Catch UpLow oil prices have created a beneficial environment for transportation companies, especially the fuel-heavy airlines. As the First Trust Nasdaq Transportation ETF (NASDAQ: FTXR) holds most of its picks in the airlines space, investors can see how well this area is doing in real time.The exchange-traded fund (ETF) outperformed the broader S&P 500 by nearly 5% over the past quarter, with most of the biggest American airline names beating on earnings expectations and rallying by double-digits. However, Southwest Airlines has fallen behind by trading at only 83% of its 52-week high, and there’s a reason for that.This company operates in the regional route space, and it’s best known for its ability to hedge fuel costs (which isn’t valued by the market today, given low oil prices). While these aren’t seen as benefits today, potential rate cuts could make these factors attractive again.Lower interest rates could boost domestic travel plans again, and also economic activity, which goes hand in hand with oil demand. If oil prices were to rise, Southwest’s hedging ability would likely be valued at a premium by markets, which is maybe why the stock commands a 47.5x price-to-earnings (P/E) ratio above the industry’s 13.8x average valuation.Ulta Won’t Go Out of Style, Wall Street Knows ThisNo matter what people say, Ulta will continue to perform well, regardless of the Federal Reserve’s actions or the state of the United States economy, as its consumer base will likely always have room in their budgets for skincare and makeup products. This is why some Wall Street analysts have taken this winner into account as a hedge.If the Fed cuts rates, then Ulta can expand its growth plans and consumer benefits. If it doesn’t, then Ulta can be a refuge for disappointed investors. For this reason, a few analysts decided to stand out from the consensus Hold rating and $543.1 per share price target set as the consensus today.One of these standouts was Barclays’ Adrienne Yih, seeing Ulta stock as an Overweight valued at $617 per share (implying 20% further upside). All told, there must be a reason why the company has gone on a 10.6% rally over the past quarter alone; markets know it is up to something. READ THIS STORY ONLINEAI Continues to Surge—Here Are 2 Stocks Still Under $15 (Ad)Markets are volatile—but AI keeps rising. A new report reveals two under-the-radar AI stocks under $15 that could thrive in 2025’s uncertain market. These picks are backed by key trends most investors are missing.DOWNLOAD YOUR FREE REPORT: 2 AI STOCKS UNDER $15 FOR 2025More StoriesEyes on the Sky: AST SpaceMobile Prepares for Commercial Launch2 Data Center REITs That Look Good in Any PortfolioSell this, buy that (Ad)2 Stocks That Could Rocket on a Fed Rate Cut3 Fintech Stocks Beating the Market in 2025What August Labor Data Means for the S&P 500 in SeptemberPotential Rate Cuts Could Benefit These FirmsThe Night Owl is a financial newsletter that provides in-depth market analysis on stocks of interest to individual investors. Published by MarketBeat and Early Bird Publishing, The Night Owl is delivered around 9:00 PM Eastern Sunday through Thursday. If you give a hoot about the market, The Night Owl is the newsletter for you.  View as a Web PageIf you have questions about your account, please email our U.S. based support team at contact@marketbeat.com.Unsubscribe © 2006-2025 MarketBeat Media, LLC. 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