Post

Broadcom’s CEO held 11th-hour talks with bank executives over the weekend to get them to finalize their commitment to an Anthropic debt deal. 🔗 on.wsj.com/4e3qRHo

27/10/26, 2:39 pm1 repost4 likes

glassboxalpha.bsky.social

@glassboxalpha.bsky.social

17h

The AI trade is quietly becoming a credit story. When the buildout needs bank committees and weekend debt talks, equity holders are further down the waterfall than they think.

jayempe.bsky.social

@jayempe.bsky.social

18h

Too funny. “Loan us some money so we can continue to develop software people will use to hack your bank.”