10AM Hour: Broadcom’s Deal to Finance Anthropic’s Chips, Sofi CEO on Earnings, ‘Disruptive’ Launches New $10B Tech Fund 10/27/26
Summary
This episode of Squawk on the Street covers key economic data, including a beat on consumer confidence and new home sales, alongside a discussion on inflation pressures from steel prices. Tech analyst Ben Reitz analyzes Anthropic's S-1 filing, highlighting strong inference margins and the impact of open-source models. Additionally, Sofi CEO Anthony Noto discusses the company's strong earnings and growth in a higher-rate environment, while Disruptive founder Alex Davis outlines his new $10 billion fund strategy for late-stage tech and defense investments.
Topics discussed
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Show intro and upcoming segments
New home sales data and housing inventory
Consumer sentiment and durable goods beat
Inflation signals from corporate earnings calls
AI impact on hotels and cruise industry outlook
Fed meeting preview and inflation risks
Interview with Ben Reitz on Anthropic S-1
Sofi earnings preview and Vantage Score ad
Sofi CEO Anthony Noto on growth and rates
Boeing earnings preview and Schwab ad
Boeing Q3 results and stock performance
News update: Israel election and security
Upcoming segments and Hormel CEO preview
Interview with Alex Davis on new $10B fund
Next hour preview: Anthropic and Robinhood
Robinhood options market analysis
CNBC Fed survey results and rate expectations
Discussion on Fed inaction and future hikes
Legal disclaimer and Zepp bound advertisement
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