Here’s Broadcom’s (AVGO) Role in the AI Market

ClearBridge Investments, an investment management company, released its “ClearBridge Dividend Strategy” fourth-quarter 2025 investor letter. The strategy focuses on generating high current income, income growth, and capital preservation by investing in high-quality large-cap companies that offer attractive dividends and potential for significant dividend growth. A copy of the letter can be downloaded here. The market continued its high degree of concentration in the fourth quarter of 2025. This is the third consecutive year of an AI-driven market. The market-cap-weighted S&P 500 Index...