Wall Street's Latest Bet Is on ‘HALO' Companies With AI Immunity

Deere and McDonald's have become darlings to investors worried about broad AI disruption.

WSJ • Feb 22, 2026

McDonald's $120B Real Estate Portfolio Paves the Way to Its 50th Consecutive Dividend Hike

The company serves as the landlord for its global network by owning the physical assets for most locations. Rental income from franchisees provides a stable, recurring source of high-margin revenue.

The Motley Fool • Feb 21, 2026

McDonald's Corporation (MCD) is Attracting Investor Attention: Here is What You Should Know

McDonald's (MCD) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Zacks Investment Research • Feb 19, 2026

McDonald's CapEx Steps Higher: What's Supporting the ROI Case?

MCD is lifting 2026 capital spending to as much as $3.9B as it accelerates restaurant openings, targeting 50,000 locations by 2027.

Zacks Investment Research • Feb 19, 2026

The Zacks Analyst Blog Applied Materials, McDonald's, Texas Instruments and Lulu's Fashion Lounge

Applied Materials leads Zacks' top research picks as semiconductor strength fuels gains, alongside fresh insights on McDonald's, Texas Instruments and LVLU.

Zacks Investment Research • Feb 19, 2026

Find Your Balance: 3 Stocks With Incredibly Durable Cash Flow, Dividends, Value and Growth

Finding perfection in the world of individual stocks is so darn difficult. That's why so many investors resort to index funds, exchange traded funds, and other vehicles which allow for passive equity exposure.

24/7 Wall Street • Feb 18, 2026

MCD and TXRH: 2 Low-Risk Restaurant Stocks With Upside

The restaurant sector has often been at the forefront of the debate on the K-shaped economy. While consumer sentiment continues to diverge from actual consumer behavior (especially in the retail sector), the food service industry is a setting in which divergent trends become apparent quickly.

MarketBeat • Feb 17, 2026

Dividend Income: Lanny's December 2025 Summary

In December, we received a dividend income total of $8,010.54. The retirement accounts are composed of HSA investments, ROTH and traditional IRAs, as well as our work 401(k) accounts. In total, dividend increases created $4.44 in additional passive dividend income.

Seeking Alpha • Feb 17, 2026

3 Once-In-A-Decade REIT Opportunities To Win Big

AI is crushing digital businesses, and capital is starting to rotate out of tech. Meanwhile, many REITs trade at 30% discounts to NAV with ~5% yields. We highlight three anti-AI real asset plays that could rerate sharply higher.

Seeking Alpha • Feb 17, 2026

With Sales Climbing, Is Now the Time to Buy McDonald's Stock?

McDonald's saw its same-store sales climb in Q4 and it's off to a good start in 2026. The company has long thrived in periods where value and promotions have reigned.

The Motley Fool • Feb 15, 2026