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US Top News and Analysis | Tech stocks upgraded by Trivariate Research: 'Outperformance increasingly likely'

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Trivariate Research upgraded the technology sector to “outperform” from “market perform,” arguing that the group’s strong earnings momentum makes a market‑leading rally likely. Founder Adam Parker pointed to an expected 43.1% forward earnings growth for the sector in 2026—driven largely by Micron and Nvidia, which together account for nearly half of the S&P 500’s year‑over‑year growth in the first quarter—and said this earnings power should push price‑to‑earnings multiples higher, a level not seen since 2018. While he remains bearish on software stocks because of obsolescence risk, Parker expects continued robust growth from Nvidia and believes the sector’s earnings strength makes tech outperformance increasingly probable.

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The Bad Place Apr 9

undefined | Buy these dividend stocks poised to raise payouts again, says Trivariate's Adam Parker

Dividends are becoming an increasingly important factor for investors as the S&P 500 yield slips to just 1.15%, its lowest level in half a century. While the broader market has struggled, dividend‑focused funds such as the ProShares S&P 500 Dividend Aristocrats ETF (NOBL) have posted a 3% gain so far in 2026, contrasting with a roughly 1% decline in the index itself. According to Trivariate Research founder Adam Parker, companies that raise their payouts have out‑performed their industry peers since the pandemic, especially in Real Estate, Industrials and Utilities, whereas sectors like Communication Services, Technology and Consumer Staples have lagged.

Parker’s strategy zeroes in on firms with the lowest payout ratios, believing they have the greatest capacity to increase dividends again. Dell Technologies exemplifies this approach: its dividend rose to 63 cents per share—up from about 53 cents—while the stock has surged roughly 47% year‑to‑date on strong demand for AI‑driven servers and a robust fourth‑quarter earnings beat. Analysts rate Dell as overweight, though FactSet’s price target suggests modest upside, underscoring the company’s blend of growth and shareholder return potential.

Two other picks fit the low‑ratio, high‑potential profile. Home‑builder Toll Brothers, with a modest 0.8% yield, lifted its quarterly dividend by 4% to 26 cents and has climbed over 3% this year after beating revenue expectations in its fiscal first quarter. Meanwhile, Steel Dynamics offers about a 1.2% yield and has jumped 9% in 2026, bolstered by previous tariff protections, even as its latest guidance fell short of expectations. Both stocks carry overweight analyst ratings and upside targets, making them attractive candidates for investors seeking reliable, growing dividend income.