Key Takeaways Market volatility, trade tensions and geopolitical risks are boosting demand for higher-yielding dividends.Rapid AI infrastructure buildouts are boosting cash flows but creating near-term margin and capex pressure. Selected companies show solid free cash flow, disciplined payouts and exposure to AI-driven demand.The U.S. stock market has experienced significant volatility at the beginning of 2025 owing to a multitude of factors. The trade policy framework undertaken in the new Trump administra ...