" $Intel(INTC)$ contract manufacturing business has suffered a setback after tests with chipmaker $Broadcom(AVGO)$ [...], dealing a blow to the company's [Intel] turnaround efforts"AVGO incentive. 90% of FY23 wafers were fabbed by $Taiwan Semiconductor Manufacturing(TSM)$ A smartphone with a displayed Intel logo is placed on a computer motherboard in this illustration taken March 6, 2023. REUTERS/Dado Ruvic/Illustration/File PhotoTSM produced 90% of AVGO wafer in FY22 and FY23Increasing trend over the years (see tweet)Broadcom would have a meaningful incentive to reduce this concentration risk. Cost and security of supply via geopolitical risk among others ImageAV

Ex-dividend this week：Apple $Apple(AAPL)$ will pay dividend on 12AUG, 0.5% yield; 15% payoutMicrosoft $Microsoft(MSFT)$ will pay dividend on 15AUG, 0.7% yield; 29% payoutKLA $KLA-Tencor(KLAC)$ will pay dividend on 15AUG, 0.8% yield; 26% payoutStarbucks $Starbucks(SBUX)$ will pay dividend on 16AUG, 3.0% yield; 67% payoutNovo Nordisk $Novo-Nordisk A/S(NVO)$ will pay dividend on 16AUG, 1.0% yield; 64% payoutMSCI $MSCI Inc(MSCI)$ will pay dividend on 16AUG, 1.2% yield; 39% payouthttps://x.com/DividendWave/status/1822987425230078241

Ex-dividend this weekCVS Health $CVS Health(CVS)$ will pay dividend on 22JUL , and current yield is 4.5%, 39% FCF payout.Caterpillar $Caterpillar(CAT)$ will pay dividend on 22JUL , and current yield is 1.6% yield, 25% FCF payoutLowe's $Lowe's(LOW)$ will pay dividend on 24JUL , and current yield is 1.9% yield, 30% FCF payoutCostco Wholesale $Costco(COST)$ will pay dividend on 26JUL , and current yield is 0.6% yield, 25% payout (regular dividend)https://x.com/DividendWave/status/1815141105714745586