Shares of data center infrastructure-related companies are higher amid catalysts including Broadcom's plans to finance up to $60 billion of chips for Anthropic and reports suggesting Samsung may raise HBM prices threefold in 2027, both of which support strong demand the AI buildout. Also, a pullback in Fed rate hike bets provides a tailwind for highly leveraged, interest rate-exposed stocks.
Shares of data center infrastructure-related companies are higher amid catalysts including Broadcom's plans to finance up to $60 billion of chips for Anthropic and reports suggesting Samsung may raise HBM prices threefold in 2027, both of which support strong demand the AI buildout. Also, a pullback in Fed rate hike be