10AM Hour: Broadcom’s Deal to Finance Anthropic’s Chips, Sofi CEO on Earnings, ‘Disruptive’ Launches New $10B Tech Fund 10/27/26
Podcast: Squawk on the StreetPublished On: Tue Oct 27 2026
Description: A massive $63 billion deal to finance AI chips for Anthropic puts the spotlight on the growing cost of the AI boom. Melius Research’s Ben Reitzes joins Squawk on the Street to break down Broadcom’s partnership with Blackstone and major banks, along with new financial details from Anthropic’s S-1 filing. Plus, SoFi CEO Anthony Noto discusses record loan originations as shares surge following strong earnings. And Disruptive CEO Alex Davis unveils a new $10 billion fund targeting the next generation of private technology giants.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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