the tape · 2026-10-01ACN▲ +15.8%GLND▼ -14.2%SLS▼ -8.0%RDDT▲ +5.0%MSTR▲ +4.8%GEV▲ +3.9%AMAT▲ +3.5%PSX▲ +3.5%DIS▼ -3.4%BA▲ +3.3%TMO▼ -3.3%CRM▲ +3.1%GPRO▲ +3.1%ASTS▼ -3.1%MU▲ +3.0%HPQ▲ +2.8%SNDK▲ +2.7%IBM▲ +2.6%NFLX▼ -2.5%JNJ▼ -2.3%
Video · 2026-10-01
AVGO down 2.1% on Anthropic $42B financing
The catalyst: Anthropic $42B financing.
The 8:30 hosts Julie Hyman, Pras Subramanian, and Jake Conley discuss Broadcom's (AVGO) plans to lend $42 billion in financing for infrastructure spending to Anthropic (ANTH.PVT), Nike's (NKE) release of the Caitlin 1s, and takeaways from Micron's (MU) earnings report.
As reported: “Broadcom lends Anthropic $42B, Nike releases Caitlin 1s, and Micron earnings takeaways” — Yahoo Finance, 2026-10-01.
What happened after
T+1 — pendingT+5 — pendingT+20 — pending
More: AVGO move history · track record · that day's brief · watch on YouTube
The brief, in your inbox
One email every market morning. What moved, why, and what happened after.