Northrop Grumman (NOC) 2026 analysis: B-21 Raider stealth bomber sole-source production, space and missile defense growth, US defense budget dynamics, dividend growth record, and portfolio positioning for US investors in defense equities.
Southern Company (SO) 2026 analysis: regulated utility moat in the US Southeast, Vogtle Units 3&4 nuclear assets, AI data center electricity demand boom, 20+ year dividend growth record, and rate-sensitive return framework for US investors.
Texas Instruments (TXN) 2026 stock outlook: 22-year dividend growth streak, FCF-per-share capital return philosophy, 300mm fab investment thesis, and analog semiconductor cycle recovery. Tax-efficient placement strategies for US investors.