Enbridge is experiencing surprising upside from AI-related tailwinds in its renewable power business, with significant growth opportunities from partnerships with companies like Meta.
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BIG Buying Opportunity: 2 Retirement Dividend Stocks With NEW AI Catalysts
Jul 28, 2026
The creator discusses how many dividend stocks have underperformed the broader market due to the AI boom, which has favored tech stocks. He highlights two dividend growth stocks that he believes are positioned to benefit from AI tailwinds. The first stock discussed is Realty Income, a triple net lease REIT, which the creator notes has historically delivered strong total returns and stable economic performance due to its diversified portfolio and high occupancy rates. While acknowledging its past performance, he doesn't expect similar returns moving forward due to its size and macro concerns.
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Brookfield is mentioned as a competitor in data center development.
Blue Owl Capital is mentioned as a competitor in the data center leasing space.
Blackstone is mentioned as a competitor in the data center leasing space.
Realty Income is presented as an interesting dividend growth stock with potential AI tailwinds, historically delivering equity-like returns with bond-like volatility.
Coca-Cola is mentioned as a 'boring' consumer goods stock that has trailed the market.
Procter & Gamble is mentioned as a 'boring' consumer goods stock that has trailed the market.
The AI boom has fueled interest in tech stocks like Nvidia.
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