The article highlights eight dividend-paying stocks with yields up to 8.3% that are expected to increase their payouts soon. These companies have demonstrated strong earnings growth and maintain low payout ratios, suggesting room for dividend increases. The stocks span various sectors including construction, healthcare, aerospace, HVAC, telecommunications, tobacco, investment management, and energy infrastructure.

The article argues that Howmet Aerospace and TransDigm Group are more attractive aerospace and defense investments than SpaceX, citing their strong EPS growth profiles, high-margin aftermarket businesses, and disciplined acquisition strategies. Both companies benefit from aging aircraft fleets requiring maintenance and possess significant pricing power through proprietary products and sole-source supplier relationships.

Micron Technology reported record sales and earnings, demonstrating that the memory bottleneck is real and benefiting the memory and SSD industry. The author also discusses defense contractors developing advanced aerospace technology and recommends selling cryptocurrencies due to Bitcoin's significant decline and a strengthening U.S. dollar.

Memory and AI-related technology stocks are experiencing a buying opportunity as Micron Technology prepares to announce record earnings on Wednesday. Analysts have revised consensus earnings estimates up 4.8%, and the author expects continued strong performance through 2029 due to a 3-year order backlog in AI and data center stocks. Recent market corrections are viewed as temporary dips in an otherwise bullish trend.

Howmet Aerospace and Generac Holdings are highlighted as long-term industrial stock buys following strong year-over-year performance. Howmet benefits from the growing aerospace market projected to double by 2035, while Generac is capitalizing on data center backup power demand. However, both stocks have elevated valuations and may face short-term volatility after significant recent gains.

Lockheed Martin and Howmet Aerospace have both benefited from increased defense spending tied to Iran conflict, with shares rising 21-25% this year. While Howmet shows stronger growth (18% EPS growth forecast), Lockheed Martin is recommended as the better buy due to its lower valuation (20.6x forward P/E vs. 54x for Howmet), higher dividend yield (2.28% vs. 0.18%), massive $194 billion backlog, and greater business diversity.

As mega-cap tech stocks' dominance wanes, Zacks Investment Research identifies five non-technology stocks poised for growth in 2026: MasTec (AI infrastructure), Caterpillar (construction/mining), Walmart (retail/e-commerce), Eli Lilly (pharmaceuticals/weight loss drugs), and Howmet Aerospace (aerospace/defense). All five are trading at 5-year highs with expected double-digit earnings growth, though valuations are elevated with forward P/E ratios ranging from 30 to 56.

Howmet Aerospace has acquired Brunner Manufacturing, a Wisconsin-based manufacturer of agricultural, industrial and commercial vehicle fasteners and high-strength components. Brunner will become part of Howmet Fastening Systems. The acquisition allows Howmet to expand its product portfolio and manufacturing capabilities, particularly in larger-size fasteners and structural threaded bolts. Angle Advisors served as the exclusive investment banking advisor.

Howmet Aerospace has acquired Brunner Manufacturing Company, a Wisconsin-based manufacturer of agricultural and industrial fasteners with over 60 years of operating history. The acquisition expands Howmet Fastening Systems' product portfolio and manufacturing capabilities, particularly in larger-size fasteners and structural threaded bolts. Angle Advisors served as the exclusive investment banking advisor for the transaction.

Congress approved an $839 billion defense spending bill for fiscal 2026, allocating $9.8 billion toward autonomous and unmanned systems development. The global AI in defense and aerospace market is projected to grow from $4.2 billion in 2026 to $42.8 billion by 2036 at a 26.4% CAGR. Major defense contractors including Howmet Aerospace, Curtiss-Wright, Parsons, and HII secured significant contracts and partnerships to support military modernization and AI integration initiatives.

The bull market is broadening beyond tech into cyclical and value sectors including Energy, Materials, Consumer Staples, and Industrials. Several upcoming investor days and analyst conferences from major non-tech companies in utilities, energy, industrials, and banking sectors will provide insights into Main Street economic momentum. Key events include Xcel Energy's analyst day, Williams' Q4 update, FedEx's investor day on February 12th, and JPMorgan Chase's business update on February 23rd, which could signal whether the bull market is entering a more diversified phase.

Howmet Aerospace Inc. (NYSE: HWM) announced that its Board of Directors declared a quarterly dividend of 12 cents per share on common stock, payable on February 25, 2026, to shareholders of record as of February 6, 2026.