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
Mentioned in this episode
Organizations: Meta, Broadcom, U.K., Chancellor of the Exchequer
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