Core Viewpoint - The article highlights three high-quality dividend stocks—Brookfield Infrastructure, ExxonMobil, and Prologis—that offer attractive yields above 3% and are expected to continue increasing their dividends due to strong business fundamentals and financial profiles [1][14]. Group 1: Brookfield Infrastructure - Brookfield Infrastructure has a dividend yield of approximately 3.8% and operates a diverse portfolio across utilities, transportation, energy midstream, and data sectors, generating stable cash flows backed by long-term contracts [2][5]. - The company aims to distribute 60% to 70% of its stable cash flows as dividends while retaining the rest for reinvestment, with a backlog of $7.8 billion in capital projects expected to be completed in the next two to three years, primarily in the data segment [3][5]. - Brookfield has secured $1.5 billion in new business deals over the past year and anticipates growing its funds from operations by over 10% annually, which should drive dividend increases of 5% to 9% each year [5][14]. Group 2: ExxonMobil - ExxonMobil has a dividend yield of just over 3% and benefits from a large-scale, integrated business model that mitigates the impact of oil price volatility on earnings [6][8]. - The company expects to achieve $25 billion in earnings growth and $35 billion in cash flow growth by 2030, driven by structural cost savings and high-return capital projects [8][9]. - ExxonMobil plans to generate approximately $145 billion in cumulative surplus cash over the next five years, allowing for continued dividend increases, having raised its dividend for 42 consecutive years [9][14]. Group 3: Prologis - Prologis offers a dividend yield of 3.2%, supported by stable cash flows from long-term leases that typically include annual rental escalations [10][12]. - The REIT maintains a conservative dividend payout ratio and a strong balance sheet, providing financial flexibility for portfolio expansion through development projects and acquisitions [12][13]. - Prologis primarily invests in logistics properties and aims to leverage its land bank and expertise in developing data centers, which should facilitate ongoing dividend growth, having increased its payout at a 13% compound annual rate over the last five years [13][14].

Core Insights - Jim Cramer highlighted International Business Machines Corporation (IBM) as a key player in quantum computing, emphasizing its commercial quantum solutions that are performing well [1] - Cramer stated that IBM is one of the only two companies with viable quantum technology, alongside Google, and noted that many other quantum stocks are speculative and years away from realization [1] - IBM currently operates eight functional quantum machines, positioning itself as a cost-effective option in the quantum computing space [1] Company Overview - IBM provides a range of technology solutions, including hybrid cloud, AI, consulting, and infrastructure services [1] - The company is recognized for its advancements in quantum computing, which is expected to reduce power consumption significantly [1] Market Position - Cramer suggested that IBM's quantum computing solutions are expected to have a practical impact within the next one to two years, contrasting with other speculative quantum stocks [1] - While IBM is seen as a strong investment in quantum computing, there are AI stocks that may offer greater upside potential with less downside risk [1]

Core Insights - Mammoth Energy Services reported a total revenue of $14.8 million for Q3 2025, a decrease from $17.1 million in Q3 2024 and $16.4 million in Q2 2025 [3][4] - The company experienced a net loss from continuing operations of $12.1 million, or $0.25 per diluted share, compared to a loss of $8.9 million, or $0.18 per diluted share, in Q3 2024 [4][22] - Adjusted EBITDA from continuing operations was ($4.4) million for Q3 2025, worsening from ($2.9) million in Q3 2024 [5] Financial Overview - Total liquidity as of September 30, 2025, was approximately $153.4 million, with no debt, providing financial flexibility [3][12] - The infrastructure services segment generated $4.8 million in revenue, up from $4.4 million in Q3 2024, driven by increased fiber optic activity [6] - The rental services segment reported revenue of $2.8 million, an increase from $2.2 million in Q3 2024, attributed to expanded aviation rental offerings [7] - Revenue from natural sand proppant services fell to $2.7 million, down from $4.9 million in Q3 2024, with a decrease in sales volume and average sales price [8] - Accommodation services revenue decreased to $2.3 million from $2.9 million in Q3 2024, with average room utilization dropping [9] - Drilling services revenue increased to $2.3 million from $1.6 million in Q3 2024, primarily due to higher utilization [10] Operational Highlights - Selling, general and administrative expenses decreased to $5.2 million from $6.8 million in Q3 2024, mainly due to lower legal fees [11] - Capital expenditures for Q3 2025 totaled $17.3 million, primarily for the expansion of the aviation rental fleet [14] - As of October 29, 2025, unrestricted cash on hand was $106.6 million, with total liquidity increasing to $166.7 million [13]

Core Insights - IBM reported quarterly earnings of $2.80 per share, exceeding the consensus estimate of $2.64, with quarterly revenue of $16.977 billion, surpassing the estimate of $16.576 billion [1][2] Revenue Performance - Total revenue reached $17 billion, reflecting an 8% increase, and a 5% increase at constant currency [4] - Software revenue increased by 10%, with an 8% increase at constant currency [4] - Consulting revenue grew by 3%, remaining flat at constant currency [4] - Infrastructure revenue rose by 14%, with an 11% increase at constant currency [4] Profitability Metrics - Gross Profit Margin (Non-GAAP) was 60.1%, up 230 basis points [4] - Pre-Tax Income Margin (Non-GAAP) stood at 18.8%, up 110 basis points [4] Cash Flow - Year-to-date net cash from operating activities amounted to $6.1 billion, with free cash flow of $4.8 billion [4] Future Outlook - The company raised its full-year outlook for free cash flow, now expected to exceed $13.5 billion [3]