Thanks for signing up for DividendStocks.com! It's the daily newsletter built for dividend and income investors. Before we can begin sending your daily updates, there’s one quick step left. Please confirm your subscription using the link below so our emails reach your inbox. Click Here to Confirm Your Subscription to DividendStocks.com Here’s a small glimpse of what you’ll get access to: Dividend Stock Ideas — Each newsletter features dividend stocks with high yields, sustainable payouts, and strong growth potential. Ex-Dividend Stocks — Want to capture upcoming dividend payouts? Find out which stocks are going ex-dividend this week. Market News and Events — Stay in the loop on the latest developments impacting popular dividend names like AT&T, Exxon Mobil, IBM, Procter & Gamble, and Verizon. Bonus: As a thank-you for confirming, you’ll also receive a free PDF copy of Automatic Income, our popular guide to building wealth through dividend investing. Let’s get your dividend journey started! Discover Top Income-Generating Stocks Here See you in your inbox soon,
The DividendStocks.com Team P.S. Don’t miss out click here to verify your subscription and secure your daily dividend insights and your free investing guide!
Further Reading from MarketBeat.com
3 Under-The-Radar Small Caps Making New All-Time HighsBy Dan Schmidt. Date Posted: 5/10/2026. 
Key Points
- Small caps often offer the promise of more upside, but also greater volatility and potential for missteps.
- When performing due diligence on small caps, it's important to consider fundamental and technical factors.
- Three small-cap companies—AXT, NWPX Infrastructure, and Arteris—have each surged to new all-time highs, raising questions about the extent of further upside versus profit-taking.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
When stocks hit all-time highs, investors must decide whether to let winners run or trim positions and lock in profits. The right move usually depends on your risk tolerance and investment timeline, but it’s important to evaluate each company individually before making a buy-or-sell decision. In the case of small-cap stocks, you should also be prepared for a bit more volatility if you choose to hold. Small caps are typically more volatile than larger stocks because these companies often have uneven revenue and minimal, or even negative, net income. Many small caps trade on future potential, so risk management is essential when sizing positions and placing trades. While all-time highs often lead to even higher highs, smaller companies remain prone to sharp pullbacks that may create better entry points if the long-term trend stays intact.
Trump's team has officially code-named America's new AI initiative 'Golden Dawn' - a government project involving 40,000 scientists building an AI system described as 283 trillion times more powerful than today's leading data centers.
Louis Navellier, who manages a $1.1 billion portfolio including $358 million in AI stocks, says Golden Dawn represents the biggest investment event of his 40-year career - and has identified one specific stock he believes sits at the center of it. He's named the ticker in a free presentation, with a May 5th date flagged as key. Watch Louis Navellier's free Golden Dawn presentation and get the ticker
Three small-cap companies recently surged to new all-time highs: AXT Inc. (NASDAQ: AXTI), NWPX Infrastructure (NASDAQ: NWPX), and Ateris Inc. (NASDAQ: AIP). Is it time to take profits, or do these stocks still have room to run? AXT Inc: Feeding the Growing Data Center Power SurgeBased in Fremont, AXT is a semiconductor wafer manufacturer specializing in critical substrates, including indium phosphide (InP). Substrates such as InP are used to connect photodetectors in high-speed optical transceivers, a vital component of AI data center infrastructure. Data center energy usage is expected to be a major tailwind for companies like AXT. The Lawrence Berkeley National Laboratory estimates that total data center power use could reach 580 TWh by 2028, more than triple what data centers consumed in 2024. InP is the catalyst behind AXTI shares rising nearly 600% year-to-date (YTD). During the company’s Q1 2026 earnings call on April 30, management reported $26.9 million in revenue, with InP sales accounting for more than half at $13.6 million. Net losses also narrowed to negative $0.01 per share, and the company projects Q2 EPS between $0.06 and $0.08. Both earnings per share (EPS) and revenue exceeded analyst consensus estimates, and the Q2 guide suggests the company is on track for its first profitable quarter since 2022. In addition, a $100 million backlog provides plenty of revenue runway in the years ahead. 
AXTI’s 500% surge lifted the company’s market cap above $7 billion, but the stock now trades at 80 times sales, and investors would be wise to watch for a pullback following April’s $550 million equity raise. Shares stalled around the latest intraday all-time high of $110, allowing the Relative Strength Index (RSI) to move out of overbought territory. However, the Moving Average Convergence Divergence (MACD) indicator formed a bearish crossover, suggesting a slowdown in buying momentum. The long-term growth story remains intact, supported by a strong backlog and data center tailwinds, but valuation and technical signals are short-term red flags. NWPX Infrastructure: Water Infrastructure Supplier With Multi-Decade TailwindsWe now step outside the tech sector for a company with tailwinds that could extend far beyond the AI and data center boom. According to the Environmental Protection Agency (EPA), U.S. water infrastructure will need more than $625 billion in upgrades over the next two decades. Replacing billions of dollars’ worth of piping infrastructure is a long-term tailwind for NWPX Infrastructure, which produces pipes and concrete infrastructure. Business is booming so far this year: the company just reported record quarterly revenue of $138 million and EPS of $1.08, with the latter beating consensus by nearly 40%. The company’s backlog now exceeds $430 million, and its cash position is expected to end 2026 within a range of $50 million to $56 million. 
NWPX is up 75% YTD, but it's still undervalued relative to market averages. The stock trades at just 22 times forward earnings and has a price-to-sales (P/S) ratio of 2.01. Its balance sheet also shows practically no debt. Shares jumped more than 25% in the week following the Q1 2026 earnings beat on April 30, and technical signals point to the potential for an extended rally. The stock is now trading well above its 50-day moving average, but there is less concern about a violent pullback given its fundamental strength and relatively low beta of 1.06. Arteris Inc: High-Margin Licensing Model Boosted by AI Training WorkloadsArteris is a $1.37 billion market cap ‘picks and shovels’ play in the semiconductor industry. Instead of building fabs to produce chips, Arteris develops interconnectivity and integration software that connects various CPUs and GPUs. This System-on-a-Chip (SoC) is sold through a typical software model, with high-margin intellectual property licenses that must be renewed. Gross margins reached 92% in fiscal Q4 2025, and the full-year revenue of $70.6 million represented a 22% year-over-year increase. The company has long-term structural tailwinds from the growing workload of training AI models, as each GPU cluster requires an IP license to move data. 
The stock broke out of a multi-month consolidation pattern following the company’s collaboration announcement with MIPS, gaining more than 60% in just 30 days. The next catalyst is also just around the corner: fiscal Q1 2026 results are due May 12, and the company will need to keep posting strong bookings numbers to justify its new valuation. |
