Shares of AI cloud services companies are trading higher amid catalysts including Broadcom's plans to finance up to $60 billion to provide chips for Anthropic and reports suggesting Samsung may raise HBM prices threefold in 2027, both of which support strong demand for compute. Also, a pullback in Fed rate hike bets provides a tailwind for growth-oriented stocks.
Shares of AI cloud services companies are trading higher amid catalysts including Broadcom's plans to finance up to $60 billion to provide chips for Anthropic and reports suggesting Samsung may raise HBM prices threefold in 2027, both of which support strong demand for compute. Also, a pullback in Fed rate hike bets pr