6/1/2026
By Karina Hernandez, Senior Research Analyst

Dividends are starting to gain traction, and over the past three weeks, they have been in recovery mode and starting to catch up with the S&P 500 (SPX):

• S&P 500: +6.22%
• Vanguard Dividend Appreciation Index (VIG): +4.00%

Broadcom (AVGO) has done the heavy lifting and is -currently open in the model portfolio - which is up almost 80% over the past year, as artificial intelligence (AI) semiconductor revenue reached $8.4 billion in the last quarter. Management is guiding second quarter of 2026 (Q226) AI revenue to $10.7 billion. The company is scheduled to report earnings on June 3^rd.

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Karina Hernandez
Wall Street Strategies