Broadcom rStock

Broadcom is a diversified semiconductor and infrastructure software company. Its semiconductor portfolio includes networking switches, custom AI accelerators, Ethernet AI interconnect, broadband, server storage connectivity, wireless RF, and industrial chips. Its software portfolio includes VMware, CA, Symantec, and related enterprise infrastructure software assets. Broadcom serves hyperscalers, networking OEMs, enterprise IT customers, and communications operators. The current growth thesis is driven by AI semiconductors, Ethernet networking for AI clusters, custom accelerator programs, and the integration and monetization of VMware Cloud Foundation within enterprise infrastructure.