Undercovered Dozen: Western Digital, Penguin Solutions, Millrose Properties And More

The Undercovered Dozen spotlights 12 lesser-followed stocks featured on Seeking Alpha from Oct. 10 to Oct. 16. This curated series aims to surface overlooked investment ideas and foster discussion among sophisticated investors. Readers are encouraged to engage, debate, and share additional undercovered stock ideas in the community.

Seeking Alpha • Oct 22, 2026

AI Stocks Are The Next Dividend Growers

AI and chip stocks are turning into dividend growers, and popular dividend ETFs like FDVV already hold names such as Nvidia, Microsoft, Broadcom, and Alphabet among their top holdings. Free cash flow is fueling the raises: Nvidia produced $48.6B in a single quarter and lifted its dividend from $0.01 to $0.25, while Broadcom keeps almost half of every sale. TDIV and TDV give investors technology-heavy dividend growth in one fund, with TDIV growing its total payout 48.6% over five years and TDV raising its dividend 23% over the last five years.

Seeking Alpha • Oct 17, 2026

4 ETFs to Capitalize on Major Drivers of Q4

Four major Q4 catalysts could support stocks, from holiday spending and strong earnings to midterm-election trends. Here are four ETFs positioned to benefit.

Zacks Investment Research • Oct 6, 2026

ETFs in Spotlight as IBM Rallies Post-Q2 Earnings Despite Top-Line Miss

IBM shares rally despite a Q2 revenue miss as investors focus on AI momentum and margin expansion, shifting focus to ETFs exposed to the tech giant.

Zacks Investment Research • Aug 3, 2026

Markets Rattled By New Chinese AI Model: What Investors Need To Know

New Chinese AI Model Kimi K3 is raising questions for established players. Investors are questioning whether AI industry still has pricing power.

Seeking Alpha • Jul 21, 2026

ETFs to Bet on as Oracle Slides 10% on Massive AI Spending Plans

Oracle's AI spending plans rattle investors, but strong cloud growth, AI demand and ETF exposure keep the tech giant in focus.

Zacks Investment Research • Jun 18, 2026

AI Bubble Or Not, These Dividend ETFs Benefit From The Capex Waterfall

I see persistent debate over whether AI infrastructure spending is a bubble or a sustainable megatrend, with strong arguments on both sides. My current buy list includes three dividend growth ETFs positioned to benefit from AI trends regardless of bubble risk. I believe inflation remains primarily an oil-driven phenomenon, with the Fed facing unexpected pressure to hike rates rather than cut.

Seeking Alpha • Jun 13, 2026

TDIV: Technology Growth With A Focus On Dividend-Paying Companies

First Trust NASDAQ Technology Dividend Index Fund ETF offers exposure to high-quality, dividend-paying technology companies with durable cash flows. TDIV has outperformed the S&P 500 since the last coverage, delivering a 57.5% total return and benefiting from AI sector expansion. While the current yield is modest at 1.2%, TDIV's 10-year dividend CAGR of 6.34% supports long-term income growth for patient investors.

Seeking Alpha • Jun 8, 2026

Why U.S. And International Dividend Strategies Are Working Again

Despite continued concentration in mega-cap technology stocks, US dividend-focused strategies have generally remained competitive and historically experienced more shallow drawdowns than broader equity markets. Last year, US companies paid a record US$704.8 billion in dividends - the 15th consecutive annual record. Concurrently, dividend growth accelerated across several international markets, highlighting the continued strength of shareholder-return trends.

Seeking Alpha • Jun 7, 2026

A Barbell Approach To Passive Income As Inflation Roars Back To Life

Inflation relentlessly erodes purchasing power, making dividend growth essential for income investors to maintain real income. A barbell strategy—combining moderate-yielding dividend growth stocks/ETFs and 6.5%+ yielding investment grade preferreds—offers both growth and current income. AI-driven capex by large-cap S&P 500 firms is powering economic growth and masking weakness among lower-income consumers.

Seeking Alpha • Jun 6, 2026