Zacks.com featured highlights Dell, Hewlett and Taiwan

For Immediate ReleaseChicago, IL – June 25, 2026 – Stocks in this week’s article Dell Technologies DELL, Hewlett Packard HPE and Taiwan Semiconductor TSM.Bet on These 3 Dividend Growth Stocks Amid AI Spending FearsMajor U.S. stock indices slipped yesterday, pulling Wall Street lower on June 23, as a sharp sell-off in semiconductor and artificial intelligence (AI) stocks overshadowed a drop in oil prices. The dismal performance reflected mounting investor anxiety over costly, debt-funded AI spending, coupled with a persistently hawkish Federal Reserve stance.Against this backdrop, risk-averse investors may find that steady dividend-growth stocks offer a more balanced mix of income and stability than high-beta growth plays at this stage.These dividend-growth stocks boast a consistent track record of raising payouts, underscoring the balance-sheet strength and cash-flow resilience required to navigate a period in which the traditional growth narrative is being reassessed.Stocks with a strong history of year-over-year dividend growth can help build a resilient portfolio with greater potential for capital appreciation compared to simple dividend-paying or high-yield stocks.We have selected three dividend growth stocks — Dell Technologies, Hewlett Packard and Taiwan Semiconductor — that could be solid choices for your portfolio.Why Is Dividend Growth Better?Stocks with a strong history of dividend growth are typically associated with mature companies that are less prone to sharp market swings, allowing them to serve as a hedge against economic or political uncertainty, as well as broader market volatility. Their steadily rising payouts provide a measure of downside protection.These companies are generally backed by solid fundamentals, making them attractive long-term dividend-growth investments. Key strengths include durable business models, consistent profitability, expanding cash flows, healthy liquidity, strong balance sheets and attractive valuations.A consistent history of dividend growth underscores the potential for continued growth ahead.Although these stocks do not necessarily have the highest yields, they have outperformed the broader stock market or any other dividend-paying stock for an extended period.These few criteria alone narrowed the universe from more than 7,700 stocks to just three.Here are the three stocks that fit the bill:Texas-based Dell Technologies is a leading provider of servers, storage, and persona computers. The company’s IT solutions support customers in traditional infrastructure and multi-cloud environments. The Zacks Consensus Estimate for DELL’s fiscal 2026 revenues suggests a year-over-year improvement of 47.4%. The stock boasts a long-term (three-to-five years) earnings growth rate of 26.40%. It has an annual dividend yield of 0.59%.DELL currently sports a Zacks Rank #1 and has a Growth Score of A. You can see the complete list of today’s Zacks #1 Rank stocks here.Headquartered in Texas, Hewlett Packard is an enterprise-facing hardware and service business that focuses on servers, supercomputers, storage, networking and cloud services. The Zacks Consensus Estimate for HPE’s fiscal 2026 revenues suggests a year-over-year improvement of 31.30%. The stock boasts a long-term earnings growth rate of 32% and has an annual dividend yield of 1.17%.HPE currently sports a Zacks Rank #1 and a Growth Score of B.Taiwan-based Taiwan Semiconductor is the world's first dedicated semiconductor foundry. It manufactures integrated circuits for its customers based on their proprietary IC designs using its advanced production processes. The Zacks Consensus Estimate for TSM’s 2026 revenues suggests a year-over-year improvement of 32.2%. The stock boasts a long-term earnings growth rate of 22.40% and has an annual dividend yield of 0.69%.TSM currently carries a Zacks Rank #2 and a Growth Score of B.Why Haven't You Looked at Zacks' Top Stocks?Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can access their live picks without cost or obligation.See Stocks Free >>For the rest of this Screen of the Week article please visit Zacks.com at: https://www.zacks.com/stock/news/2942268/bet-on-these-3-dividend-growth-stocks-amid-ai-spending-fearsDisclosure: Officers, directors and/or employees of Zacks Investment Research may own or have sold short securities and/or hold long and/or short positions in options that are mentioned in this material. An affiliated investment advisory firm may own or have sold short securities and/or hold long and/or short positions in options that are mentioned in this material.About Screen of the WeekZacks.com created the first and best screening system on the web earning the distinction as the "#1 site for screening stocks" by Money Magazine.  But powerful screening tools is just the start. That is why Zacks created the Screen of the Week to highlight profitable stock picking strategies that investors can actively use.Strong Stocks that Should Be in the NewsMany are little publicized and fly under the Wall Street radar. They're virtually unknown to the general public. Yet today's 220 Zacks Rank #1 "Strong Buys" were generated by the stock-picking system that has more than doubled the market from 1988 through 2016. Its average gain has been a stellar +25% per year. 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This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.Beyond Nvidia: AI's Second Wave Is HereThe AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. AI’s second wave is moving from infrastructure to implementation and these companies are at the forefront of this transition, positioned to become what Amazon and Google were to the internet era.See Stocks Now >>This article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks