These growth stocks with wide economic moats make excellent long-term holdings.
Nvidia dominated the AI chip conversation for two years, but a quiet shift toward custom accelerators is reshaping where the real money flows, and one semiconductor company is booking orders deep into 2028 to prove it.
Broadcom's AI revenue is tripling while its stock sits nearly 30% below its peak, creating a gap that either signals a buying opportunity or a warning sign worth understanding before December's earnings report.
Most chipmakers struggle to sustain dividends through brutal industry downturns, but three semiconductor companies have quietly built the cash flow machines and balance sheet discipline to keep raising payouts no matter where the cycle goes.
Broadcom, Marvell, and Oracle have gone in completely opposite directions in 2026, yet analysts see a path where all three deliver the same outsized result in 2027.
The Dividend Harvesting Portfolio was streamlined from over 110 to 84 positions, focusing on higher-conviction holdings and income growth. Portfolio cleanup and reinvestment boosted forward annualized dividend income by $95.91 (2.95%) to $3,347.22, with a portfolio yield of 8.22%. Exited 15 positions, reallocating $2,926.58 into names like HD, MCD, PEP, AVGO, and ORCL, increasing projected annual income by $67.64.
Texas Instruments and Broadcom both raise their dividends every year, but the gap between their yields and growth trajectories forces a choice that retirement investors rarely think through carefully enough.
Every AI boom crowns a new king, and betting on the current one at peak valuation is how investors get caught holding the bag when the throne shifts.
Anchor Number: $8.5 Billion Bank of America estimates that Meta Platforms (NASDAQ:META | META Price Prediction) could save roughly $8.5 billion in 2027 by running AI workloads on its own custom silicon instead of buying third-party chips.
Three names have quietly turned patient shareholders into wealthy ones, and each still has a specific forward case worth mapping out heading into the fall.
Broadcom just posted AI revenue growth of 221% year over year and guided for even bigger numbers ahead, yet the stock sits well off its highs and trades at a fraction of its closest custom-chip rival's multiple.
AI infrastructure spending keeps accelerating. Hyperscalers keep pulling forward orders for custom accelerators, high-bandwidth memory, and high-speed networking silicon, and the three semiconductor names below all delivered raised guidance in their most recent earnings reports.