AI's explosive growth means the next wave of opportunity lies ahead of us. You've missed the previous wave, don't miss out the next. Higher order thinking is necessary at this part of the cycle.
American semiconductor giant Broadcom (NASDAQ: AVGO) has received a major vote of confidence from Wall Street after earning an upgrade from HSBC.
I highlight 15 dividend-paying stocks from Bloomberg's 50 Companies to Watch that meet my 'safer' criteria: free cash flow yields exceed dividend yields. The top ten dividend focus stocks offer an estimated average net gain of 15.48% by June 2026, with diversified sector representation and generally lower volatility. Five stocks - China Hongqiao, ITV, Vodacom, Subsea 7, and Advanced Info - stand out as 'ideal' for income investors, combining safety and attractive yield-to-price ratios.
This commentary first appeared on Forbes Great Speculations , where Schaeffer's Investment Research is a regular contributor.
Chipmaker Broadcom (AVGO) has had a busy month. The semiconductor company cleared the $1 trillion market cap level on the way to a record high of $265.43 on June 4.
Regardless of the recent stock market volatility, the explosive demand for semiconductors and microchips that has grabbed news headlines and led the market higher over the past few years remains.
The AI trade has jumped back into favor over recent weeks following some strong quarterly releases, with AI favorites such as NVIDIA, Innodata, and Broadcom all seeing big gains.
Broadcom (NASDAQ: AVGO) announced robust results for the second quarter of fiscal 2025 (ending in October), exceeding consensus estimates for both revenue and earnings. The company reported $15.0 billion in revenue, a 20% year-over-year increase, and adjusted earnings of $1.58 per share, up 44% year-over-year.
Pre-market futures had been up +0.25% or so across the board, but came back down to “unched” from yesterday's close following a few key economic data points. These data points were not bad across the board, but they do continue to narrative a subtle unraveling in things like a stout, impervious labor market.
Pre-market futures are rebounding back into the green on a report that President Trump and President Xi have spoken on the phone this morning.
This Zacks Thematic screen features diverse companies involved in AI, ranging from creators of software and hardware that power AI to those applying and utilizing this technology through automation, diagnostics, cognitive tasks, and more.
Broadcom (NASDAQ:AVGO) is scheduled to report its earnings on Thursday, June 5, 2025. Historically, AVGO stock has often seen a positive reaction to its earnings announcements.