Software Bounces Back, Meta’s Broadcom Deal, UK’s Growth Warning 4/15/26

About this episode

The episode discusses the rebound in software stocks, Meta's deal with Broadcom, and the UK's economic growth warning due to the Iran War.

What’s behind the rebound in many software names this week? Jefferies’ Brent Thill breaks down some potential drivers. Then What Meta’s deal with Broadcom signals about Mark Zuckerberg’s larger AI ambitions and strategy. Plus, the U.K.’s Rachel Reeves, Chancellor of the Exchequer, with a warning about the Iran War’s impact on growth for the country.

People in this episode

Guest: Brent Thill

Topics covered

• software market rebound
• Meta Broadcom deal
• AI strategy
• UK economic growth
• Iran War impact

Keywords

• software rebound
• Meta
• Broadcom
• Mark Zuckerberg
• UK growth warning
• Iran War
• Brent Thill

Mentioned in this episode

Organizations: Meta, Broadcom, U.K., Chancellor of the Exchequer

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