Morningstar
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Oct 27, 2026
Broadcom Inc.: Broadcom: New Anthropic Financing Deal Agrees With Our Bullish Forecast for This Top Pick
Summary
Broadcom is one of the largest semiconductor companies in the world and has also expanded into infrastructure software. Its semiconductors primarily serve computing and networking, with custom AI accelerators now accounting for the bulk of the business. It is primarily a fabless
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Analyst Profile
William Kerwin
Equity Analyst
William Kerwin is an associate equity analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar Inc. He provides support for broad coverage of companies within the technology space.Before joining the firm full-time in 2019, Kerwin was an intern on Morningstar's basic- materials team.Kerwin holds a Bachelor of Science in economics with a math emphasis and French from the University of Wisconsin-Madison.
