Beyond AI: Where Investors Can Still Find Dividend Growth In 2026

Tech capex and geopolitics have dominated the headlines this year, but opportunities emerge elsewhere. Dividend growth investing could be hitting its stride amid shifting macro and micro trends. Novel, forward-looking strategies may help asset allocators find alpha beyond traditional income approaches.

Seeking Alpha • Jun 24, 2026

Energy shares fall as Iran deal lowers Hormuz disruption risk

U.S. energy shares fell in premarket trading on Monday as crude prices tumbled after Washington and Tehran reached an initial deal that could end ​the months-long conflict and reopen the vital Strait of Hormuz.

Reuters • Jun 15, 2026

Dividend Safety Check: US Energy Sector Income with IYE

The iShares U.S. Energy ETF (NYSEARCA:IYE) sits at the intersection of two questions every income investor eventually asks: is the yield real, and does it survive the next oil cycle?

24/7 Wall Street • Jun 13, 2026

US airlines fuel costs soared in April to $6.5 billion

U.S. passenger airlines' fuel ​costs jumped 78% ‌in April to nearly $6.5 billion over the ​same month ​last year as the ⁠conflict in the Middle ​East has sharply ​driven up fuel costs, the U.S. Transportation Department ​said Monday.

Reuters • Jun 8, 2026

Oil refining has been underinvested, Saudi Aramco says

The current oil supply crisis ​shows there is underinvestment in ‌oil refining as demand holds resilient, Saudi state-owned Aramco's vice president of ​market analysis and sustainability, Musaab ​Al Mulla, said on Tuesday.

Reuters • Jun 3, 2026

See opportunities in European defense & U.S. LNG : RGA Investments

Rick Gardner of of RGA Investments says higher defense spending commitments across Europe could support the region's defense stocks, which remain relatively cheaper than U.S. peers. He also sees upside for U.S. LNG exporters, producers and refiners if Europe increasingly looks beyond the Gulf region for energy supplies.

CNBC International TV • Jun 3, 2026

Today's Energy Crisis & the Need for Nuclear Tomorrow

For years, governments and industry have discussed the energy trilemma, which is the need for secure, affordable, and low-carbon energy. Following the Paris Climate Accord in 2015, significant emphasis was placed on the low-carbon component as countries and corporations set net-zero emission targets.

ETF Trends • Jun 2, 2026

US natural gas futures fall as LNG export flows hit four-month low

U.S. natural gas futures slid about ​2% on Tuesday as daily flows to liquefied natural gas (LNG) export plants dropped to a four-month low.

Reuters • Jun 2, 2026

After Combing Through the Energy Sector These 3 Oil and Gas ETFs Are Up Over 29 Percent As the Hormuz Crisis Keeps Crude Above $100

Crude is sitting at $112 a barrel, the 98th percentile of the past year, and the driver is clear.

24/7 Wall Street • May 23, 2026

Energy ETFs to Keep Shining Amid Elusive Peace Deal and Supply Risks

Elusive Iran peace talks and supply risks keep the bullish case for energy markets intact. Check these energy ETFs to ride the upside.

Zacks Investment Research • May 22, 2026