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Bloomberg139d agoneutral
Apollo, Blackstone Weigh $35 Billion Financing for Broadcom

(Bloomberg) -- Apollo Global Management Inc. and Blackstone Inc. are among private credit lenders involved in talks with chipmaker Broadcom Inc. over a roughly $35 billion financing, the latest indication that companies are mobilizing all sources of capital to fund the AI build-out. Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogUS Fires on Iranian Targets as Trump Demands Deal From

Broadcom guidance reveals one signal getting unusual attention
TheStreet141d agoneutral
Broadcom guidance reveals one signal getting unusual attention

Numbers in earnings reports come and go. Every quarter brings a new beat, a new record, a new reason to pay attention. But occasionally, a single line in a guidance statement stops you cold. For Broadcom (AVGO), that line came from CEO Hock Tan on March 4, 2026, buried inside the company's ...

Anthropic commits to spending $200 billion on Google's cloud and chips, the Information reports
Reuters142d agoneutral
Anthropic commits to spending $200 billion on Google's cloud and chips, the Information reports

Anthropic has committed to spend $200 billion with Google Cloud over five years as part of a recent agreement, The Information ‌reported on Tuesday, citing a person with knowledge of the matter. The ‌commitment suggests the AI startup accounts for more than 40% of the revenue backlog Google disclosed ​to investors last week, according to the report. Google parent Alphabet shares were up about 2% in extended trading on Tuesday following the report.

Big Tech Earnings Show Split Between AI Trade Winners and Losers
Bloomberg144d agoneutral
Big Tech Earnings Show Split Between AI Trade Winners and Losers

(Bloomberg) -- The world’s biggest technology companies posted strong earnings last week, showing that the artificial intelligence boom is alive and well. But in the stock market, investors are getting more granular as they try to divvy up the winners and losers in the AI trade.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Tho