By Joel South
Publication Date: 2026-06-02 18:27:00
Quick Read
Broadcom (AVGO) paid $0.65 quarterly dividend with 15 consecutive annual increases since 2011 and 68% adjusted EBITDA margins from its 65% semiconductor and recurring software revenue base, while Nvidia (NVDA) grew revenue 85% year-over-year to $81.6B but offers minimal yield at $0.25 quarterly against a $226 share price and faces China export headwinds that cost $4.6B in prior-year H20 shipments.
Retirement-focused investors should favor Broadcom’s durable dividend income and earnings stability despite Nvidia’s faster growth because income generation and cyclical resilience matter more than headline expansion rates for portfolios designed to fund decades of spending.
The analyst who called NVIDIA in 2010 just named his top 10 stocks and Broadcom wasn’t one of them. Get them here FREE.
Two AI chip giants, one retirement portfolio slot, and a clear question: Should income-focused investors own NVIDIA (NASDAQ:NVDA) or Broadcom (NASDAQ:AVGO) right…
