The 8:30 hosts Julie Hyman, Pras Subramanian, and Jake Conley discuss Broadcom's (AVGO) plans to lend $42 billion in financing for infrastructure spending to Anthropic (ANTH.PVT), Nike's (NKE) release of the Caitlin 1s, and takeaways from Micron's (MU) earnings report. Video Transcript 0:00 spk_0 Ballet. 0:02 spk_1 Alright, good morning everybody. We're talking about what shoes Julie's taking on vacation. Welcome to Thursday. On a more serious note, it's not been a good 24 hour for bonds, and I feel like I've been saying that sentence for like, I don't know, 100 days, 150 days. 0:16 spk_2 Bond hedge, new sneakers. 0:19 spk_1 It is new sneakers. That's right. Also, 0:21 spk_2 I've just come up with the inflation's 0:22 spk_1 rising.
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