Month: June 2026

Stocks Going Ex Dividend in July of 2026

The following is a short list of some of the many stocks going ex-dividend during the next month, which can be helpful for traders and investors interested in the stock trading technique known as “Buying Dividends” or “Dividend Capture.” This strategy involves purchasing stocks before the ex dividend date and selling them shortly after the ex-date at a similar price, while still being eligible to receive the dividend payment.

Although this dividend capture strategy generally proves effective in bull markets and flat or choppy markets, it is advisable to exercise caution and consider avoiding this strategy during bear markets. To qualify for the dividend, it is necessary to buy the stock before the ex-dividend date and refrain from selling it until on or after the ex-date.

However, it is important to note that the actual dividend may not be paid for several weeks, as the payment date may not be until two months after the ex-dividend date.

For investors seeking a comprehensive list of stocks going ex-dividend in the near future, WallStreetNewsNetwork.com has compiled a downloadable list containing numerous dividend-paying companies. Here are a few examples showcasing the stock symbol, ex-dividend date, periodic dividend amount, and annual yield.

Comcast Corporation Class A (CMCSA)7/1/20260.335.45%
Cisco Systems, Inc. (CSCO)7/6/20260.421.43%
Intuit Inc. (INTU)7/9/20261.201.80%
Morningstar, Inc. (MORN)7/10/20260.501.28%
Phillips Edison & Company, Inc. (PECO)7/15/20260.10833.08%
Horizon Technology Finance Corporation (HRZN)7/16/20260.0915.50%
Prospect Capital Corporation (PSEC)7/29/20260.03521.55%

To access the entire list of over 100 ex-dividend stocks, subscribers will receive an email in the next couple days with the full list. If you are not already a subscriber, you can sign up using the provided signup box below. Don’t miss out on this valuable information, and the best part is that it’s free!

Dividend Definitions

To better understand the dividend-related terms, let’s define them:

Declaration date: This refers to the day when a company announces its intention to distribute a dividend in the future.
Ex-dividend date: On this day, if you purchase the stock, you would not be eligible to receive the upcoming dividend. It is also the first day on which a shareholder can sell their shares and still receive the dividend.
Record date: This marks the day when you must be recorded on the company’s books as a shareholder to qualify for the dividend. Typically, the ex-dividend date is set two business days prior to the record date.
Payment date: This is the day on which the dividend payment is actually made to the eligible shareholders. It’s important to note that the payment date can be as long as two months after the ex-date.

Before implementing the “Buying Dividends” technique, it is crucial to reconfirm the ex-dividend date with the respective company to ensure accuracy and avoid any unexpected changes.

In conclusion, being aware of the stocks going ex-dividend can be advantageous for traders and investors employing the “Buying Dividends” strategy. WallStreetNewsNetwork.com provides a convenient resource to access a comprehensive list of such stocks, allowing individuals to plan their investment decisions effectively. Remember to stay informed and consider market conditions before employing any investment strategy.

Disclosure: Author may have positions in some of the above at the time the article was written. No investment recommendations are expressed or implied.

Dr. Joseph S. Moore: How to Get Rich in American History: Exclusive Interview

by Fred Fuld III

The following informative interview was provided by Historian and Investor, Dr. Joseph S. Moore, author of the book, How to Get Rich in American History: 300 Years of Financial Advice That Worked (& Didn’t). Dr. Moore is a professor whose self-experimentation with history’s wildest financial strategies made him financially independent in his mid-40s. Check out my book review.

This podcast interview contains a lot of great information about attaining wealth. Some of the topics included are as follows:

• The Turning Point from getting by to getting ahead
• Buying land on the moon
• Buying real estate
• Creating his own crypto currency
• Becoming a crypto millionaire
• Fast Time versus Slow Time
• What history has taught us about investing
• What people should do with their money
• and much, much more!

The Joseph Moore Podcast Interview

To stream the interview, click:

HERE


t may take a few seconds to load. You can also download the interview as an mp3 file by right-clicking (or Control clicking) HERE and choosing “save as”.

The Book

The book, How to Get Rich in American History: 300 Years of Financial Advice That Worked (& Didn’t) is available through Amazon and many other book dealers and book stores.

Enjoy the interview!

Neither this site, nor the interviewer, nor the interviewee are rendering tax, legal, or investment advice in this interview. All opinions are those of Joseph Moore, and do not represent the opinions of this site or the interviewer. 

How to Buy Shares of Anthropic Before It Goes Public

by Fred Fuld III

The word “Anthropic” comes from the Greek word anthrōpos which means “human” or “humanity.”

In physics and philosophy, you might hear of the “anthropic principle”—the idea that observations of the universe must be compatible with the conscious life that observes it.

For the company, the founders chose the name as a literal statement of intent: to keep artificial intelligence centered on, aligned with, and safe for humanity. It acts as a daily reminder of their core mission, ensuring that as models grow exponentially more powerful, they remain fundamentally beneficial to human beings.

A Short History of Anthropic


1. The Great OpenAI Schism (2020)

In 2020, Dario Amodei was the Vice President of Research at OpenAI, leading the team that built groundbreaking models like GPT-2 and GPT-3. His sister, Daniela Amodei, was OpenAI’s Vice President of Safety and Policy.

As OpenAI shifted from a pure non-profit to a “capped-profit” structure and signed a massive commercial partnership with Microsoft, the Amodeis and a group of roughly five to ten top OpenAI researchers grew deeply concerned. They felt that commercial pressures were forcing OpenAI to rush powerful models to market before fully understanding how to control them—a dilemma known as the “AI alignment problem.”

2. The Launch (2021)

Unable to resolve these strategic differences, the group left OpenAI. In 2021, they founded Anthropic PBC as a Public Benefit Corporation. This specific legal structure frees them from the traditional corporate obligation to maximize shareholder profit at all costs, legally protecting their right to prioritize safety over speed.

3. Creating “Constitutional AI” (2022)

To build a safer AI, Anthropic pioneered a technique called Constitutional AI. Instead of relying entirely on human reinforcement (where humans manually read and flag thousands of toxic AI responses), they gave their AI a written “constitution”—a set of principles borrowed from documents like the Universal Declaration of Human Rights and Apple’s terms of service. They then trained the AI to critique and correct its own behavior based on those rules.

4. Claude and the Trillion-Dollar Backing (2023–Present)

In early 2023, Anthropic released its flagship chatbot, Claude, to rival ChatGPT. Claude quickly developed a reputation in the industry for possessing a massive “context window” (the amount of text it can process at once) and exhibiting a lower tendency to hallucinate.

Recognizing Anthropic as the premier alternative to OpenAI, tech giants rushed to back them. Amazon and Alphabet poured billions into the company, transforming a small group of worried researchers into a massive corporate ecosystem valued at hundreds of billions of dollars.

Anthropic is currently a private company, meaning it does not have shares available for direct purchase on public stock exchanges. However, several publicly traded companies hold significant stakes in it as investors.

Key Publicly Traded Investors

The three primary publicly traded companies with major investments in Anthropic are:

  • Amazon (AMZN): Amazon has invested billions of dollars in Anthropic. A significant portion of this investment involves providing cloud computing infrastructure via Amazon Web Services (AWS) and access to its custom AI chips. Estimates suggest Amazon holds a substantial stake, often cited in the range of 18%.
  • Alphabet (GOOG / GOOGL): Google’s parent company, Alphabet, is also a major investor. Like Amazon, Alphabet provides Anthropic with cloud computing resources (Google Cloud) and access to its specialized AI hardware. Alphabet’s stake is estimated at approximately 14%.
  • Zoom Video Communications (ZM) owns a stake in Anthropic. While tech giants like Amazon and Google get most of the attention for their multi-billion-dollar investments, Zoom made a highly successful early-stage bet on the AI startup that has quietly turned into a massive windfall.

How Much Did Zoom Invest?

Through its investment arm, Zoom Ventures, the company made an initial strategic investment of approximately $51 million in Anthropic in May 2023. At the time, the deal was primarily positioned as a partnership to integrate Anthropic’s Claude AI models directly into Zoom’s software architecture. Zoom later followed this up with an additional private investment of about $46 million.

How Much is Zoom’s Stake Worth?

In a regulatory filing, Zoom officially disclosed that its minority stake in Anthropic was valued at $1.27 billion, representing an unrealized gain of over $1 billion from its initial investment.

However, because Anthropic’s private valuation has continued to skyrocket, Wall Street analysts view this as a moving target:

  • The Baseline Valuation: Zoom’s $1.27 billion valuation mark on its balance sheet was calculated from a prior Anthropic fundraising round that valued the AI startup at $380 billion.
  • The Current Trajectory: With Anthropic continuously raising capital—including a massive multi-billion-dollar round pushing its valuation toward the $900 billion to $1 trillion range—analysts at firms like Baird estimate that Zoom’s stake, even after accounting for dilution, is actually worth anywhere from $2 billion to $4 billion.

Why This Matters for Investors

While a $2 billion to $4 billion stake is relatively small on the balance sheets of trillion-dollar mega-caps like Google or Amazon, it is incredibly significant for a company of Zoom’s size.

With Zoom’s total market capitalization hovering around $27 billion (and roughly $7.8 billion of that sitting in pure cash), its Anthropic holding represents a massive percentage of its overall corporate value. Because retail investors cannot buy private shares of Anthropic directly, many in the stock market are treating Zoom as a unique, highly reactive “proxy stock” to gain indirect exposure to Anthropic’s pre-IPO growth.

Other Ways to Gain Exposure

Because Anthropic is not yet public, investors looking for exposure to the company have historically relied on a few indirect methods:

  • Publicly Traded Investors: As noted above, buying shares in Amazon or Alphabet is the most common way for public market investors to gain indirect exposure to Anthropic’s growth.
  • Investment Funds/ETFs: Some closed-end funds and investment trusts, such as the Baillie Gifford US Growth Trust, have gained exposure to Anthropic by investing in it while it remains private.
  • Pre-IPO Platforms: There are specialized, niche platforms that allow accredited or institutional investors to purchase private shares of companies before they go public. Additionally, some derivatives platforms (such as Kraken, in certain regions) have offered “pre-IPO perpetual” contracts, which allow traders to speculate on a company’s valuation before it officially lists.

IPO Status

Anthropic is widely expected to go public in the near future. While it has not yet completed an IPO, it is considered one of the most highly anticipated upcoming equity offerings alongside companies like OpenAI. Please note that market conditions and regulatory environments can influence the timing of these filings.

Disclosure: Author owns AMZN. No investment recommendations are expressed or implied.

Book Review: How to Get Rich in American History by Joseph S. Moore, Phd.

by Fred Fuld III

The bestseller, How to Get Rich in American History: 300 Years of Financial Advice That Worked (& Didn’t), is one of my favorite books. The author, Joseph S. Moore, Phd. is a professor and financial historian who really knows how to write, and knows how to interweave his writing with lots of humor. 

The book describes how Dr. Moore used historical financial research to determine what works and what doesn’t to become wealthy and live the American Dream. He actually put his money where his research led him, including testing out get-rich-quick schemes and buying land on the moon.

One of my favorite chapters was Chapter 3: Crypto Isn’t the Future; It’s the Past. And in Chapter 6 (another favorite chapter), Moore discusses how he actually created his own crypto currency, and for a while, was a crypto billionaire.

The following are some examples of just a few of the chapters to pique your interest:

  • Real Estate is a Terrible Way to Make Money
  • Going Broke Is Better Than Ever
  • You Can Beat the Market; You Probably Shouldn’t
  • Stocks Used to be Bad For the Long Term

This gives you an idea of some of the varied topics that are covered, and they are addressed in a very interesting (and even funny) way. 

It may sound unusual for a book about how financial history can guide you to wealth, but How to Get Rich in American History is a can’t-put-it-down book for me, and I highly recommend it.

8 Ways to Invest in SpaceX Before it Goes Public (Even if you are not accredited)

by Fred Fuld III

SpaceX is expected to go public in less than two weeks. Investors are interested in following Elon Musk by investing in the companies he is involved with, other than Tesla (TSLA). With the success that Musk has been having with rockets and satellites, many investors see the growth potential in those areas.

Fortunately, there are eight ways to participate in the growth of SpaceX, even though it is not yet public.

Before I discuss these options, I want to tell you a story about my Apple (AAPL) experience.

Buying Apple Before It Went Public

Many, many years ago, before Apple went public, I was using an Apple II computer with the VisiCalc spreadsheet program to create financial planning worksheets. I couldn’t believe that calculations could be done so easily on a small machine and then printed out. I was working for an investment management firm at the time and wanted to invest in this little Apple Computer company. (That was the name of the company before it was changed to Apple Inc.) 

Unfortunately, it wasn’t publicly traded. But fortunately, I read in a Forbes article that a publicly traded venture capital company called the Nautilus Fund, which was a closed end fund, that had an ownership interest in Apple shares. The fund held shares of mostly public companies but also some shares of a few private companies. So to make a long story short, I bought some shares of the Nautilus Fund, Apple went public, and Apple shares were spun off to the Nautilus Fund shareholders. The rest is history.

Investing If Not Accredited

So you can see why investors, including myself, want to find some way to get access to SpaceX shares.

If you are an accredited investor, you are probably aware of the options available to you for buying shares in private companies, and where there might be a minimum investment of $25,000. These services include Hiive, Forge, Microventures, and even NASDAQ Private Market.

An individual accredited investor is someone who has a net worth over $1 million, excluding primary residence (individually or with spouse or partner) and/or has an income over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same for the current year. There is one other qualification that can allow you to meet the accredited requirement. If you are an investment professional with a Series 7, a Series 65, or a Series 82, then you may qualify. There are different rules for organization investors.

But if you are not an accredited investor, there are still eight ways for you to participate. 

First, let’s cover the history SpaceX.

SpaceX

Space Exploration Technologies Corp., commonly known as SpaceX, is a private aerospace manufacturer and space transportation company founded by entrepreneur Elon Musk in 2002. Musk established SpaceX with the ambitious goal of reducing space transportation costs to make space exploration and colonization more accessible, ultimately aspiring to enable human settlement on Mars. 

Headquartered in Hawthorne, California, the company quickly gained attention for its innovative approach to rocket design and its focus on reusability, a concept that has transformed the aerospace industry.

SpaceX made history in 2008 when its Falcon 1 rocket became the first privately developed liquid-fueled rocket to reach orbit. This success was followed by a series of groundbreaking achievements, including the development of the Falcon 9 rocket, which features reusable first-stage boosters, and the Dragon spacecraft, capable of carrying cargo and crew to the International Space Station (ISS). 

In 2012, Dragon became the first commercial spacecraft to dock with the ISS, marking a significant milestone in public-private partnerships in space exploration.

In 2020, SpaceX achieved another historic milestone with its Crew Dragon spacecraft, which carried NASA astronauts to the ISS as part of the Commercial Crew Program. This made SpaceX the first private company to launch humans into orbit. 

Beyond crewed missions, the company has developed the Starship rocket, intended for deep-space missions and capable of transporting cargo and passengers to the Moon, Mars, and beyond.

SpaceX has also revolutionized global communications with its Starlink project, a satellite internet network designed to provide high-speed internet access worldwide. By combining technological innovation with a vision for humanity’s future in space, SpaceX continues to play a pivotal role in advancing aerospace technology and shaping the future of space exploration.

Ways to Invest

  1. ARK Venture Fund

There is a closed-end fund called ARK Venture Fund (ARKVX), which reportedly has over 10% of it’s assets in SpaceX, in addition to ownership of shares in a couple more Musk companies, X and xAI. 

At the time this article was written, an individual investor would have to buy the stock through SoFi. As a matter of fact, for a limited time, SoFi is offering $25 worth of free stock including fractional shares if you sign up through THIS LINK. There are dozens of choices of free stock that you can choose from.

According to the fund prospectus:

“Unlike an investor in many closed-end funds, Shareholders should not expect to be able to sell their Shares regardless of how the Fund performs. An investment in the Fund is considered illiquid.”

It also says, “Unlike many closed-end funds, the Shares are not listed on any securities exchange. The Fund intends to provide liquidity through quarterly offers to repurchase a limited amount of the Fund’s Shares (expected to be 5% of the Fund’s Shares outstanding per quarter).”

The fund has a management fee of 2.75%. The price of the fund has gone up by 71.8% over the last twelve months.

2. Destiny Tech100

There is one other closed-end fund that owns SpaceX, called Destiny Tech100 Inc. (DXYZ),which trades on the New York Stock Exchange. It currently has over 20 companies in its portfolio with SpaceX making up the largest share at around 15%. Other stocks in the portfolio include Axiom Space, OpenAI, Instacart, Stripe, and Discord. The company has a management fee of 2.5%. In the last twelve months, the stock has gone up by 115.9%.

3. Baron Partners Fund (BPTRX)

The Baron Partners Fund (BPTRX) is a mutual fund that has approximately 33% of its portfolio invested in SpaceX.

4. Baron Asset Fund (BARAX)

The Baron Asset Fund (BARAX) is a mutual fund that has approximately 25% of its portfolio invested in SpaceX.

5. Baron Focused Growth Fund (BFGFX)

The Baron Growth Fund (BFGFX) is a mutual fund that has approximately 21% of its portfolio invested in SpaceX.

6. Baron Global Opportunity Fund (BGAIX)

The Baron Global Opportunity Fund (BGAIX) is a mutual fund that has approximately 20.5% of its portfolio invested in SpaceX.

7. Baron Opportunity Fund (BIOPX)

The Baron Opportunity Fund (BIOPX) is a mutual fund that has approximately 15% of its portfolio invested in SpaceX.

8. The Fundrise Innovation Fund (VCX)

This fund is focused on investing in potentially high-growth private technology businesses. SpaceX makes up roughly 5% of the fund.

If you are considering investing in SpaceX, even indirectly, you may think your investment will go to the moon or Mars. Just remember that there are extensive risks involved. 

Disclosure: Author owns AAPL, TSLA, BPTRX, and DXYZ. No investment recommendations are expressed or implied.