3 Buy-Rated Dividend Stocks to Play the AI Boom

The article highlights three dividend-paying stocks positioned to benefit from the AI boom: Analog Devices, Hewlett Packard Enterprise, and NVIDIA. It argues that AI infrastructure is driving demand for power management, servers, storage, networking, and AI chips. ADI is benefiting from data center growth and a recent acquisition, while HPE is seeing strong Cloud & AI and server revenue growth. NVIDIA remains the core AI beneficiary, with upcoming earnings expected to show nearly 100% YoY earnings growth on 96% higher revenue. The piece is broadly bullish on AI-related equities, noting each stock’s favorable Zacks Rank and continuing earnings estimate revisions, though dividend yields are modest due to prior share gains.