NASDAQ:AXT 23 May 2026

July 9, 2026, 7:12 PM EDT. Broadcom (AVGO) and Caterpillar (CAT) are showing up as reliable dividend-paying stocks with AI infrastructure exposure. Caterpillar is seeing more demand for its data center power products and has handed back $7.9 billion in buybacks and dividends in FY25, keeping its Dividend Aristocrat label. Broadcom is in on AI with custom chips and networking, pushing sales up 48% year over year and posting a 13.1% five-year annualized dividend growth. Both companies have seen positive earnings revisions and good cash generation, catching the eye of income investors looking for AI-driven growth.