Episode Details

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.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.