Apollo and Blackstone Back Anthropic's $35 Billion Capacity Expansion with Broadcom Partnership

Apollo Global Management and Blackstone have formed a new partnership with Broadcom to support artificial intelligence company Anthropic's $35 billion capacity expansion plan. The collaboration aims to finance Anthropic's growth objectives. Broadcom will provide custom semiconductor solutions as part of this expansion. Anthropic plans to scale up the infrastructure required to train and run its AI models. The involvement of major investment firms like Apollo and Blackstone strengthens the project's financial backing. This partnership is seen as a significant step at the intersection of the technology and finance sectors. Broadcom's role in the deal will not be limited to custom chip design and supply; it will also provide support in networking and data center technologies. This is critical to meeting Anthropic's infrastructure needs. This is not investment advice.

📊 AVGO — Piyasa Yorumu

▲ up · 60%

The news reinforces Broadcom's strategic partnership in AI infrastructure and reflects strong investor confidence. Technical indicators point to oversold conditions (RSI at 29.4), suggesting short-term recovery potential. The MACD is in negative territory but approaching the signal line, which could signal a weak improvement in momentum. The recent 8.5% decline at the last close may be partially offset by the positive impact of the news. However, trading below the SMA20 and SMA50 indicates that any upside may remain limited.

RSI 14

29.4

MACD

-14.09

24h Δ

-8.46%

📊 BX — Piyasa Yorumu

▲ up · 65%

The news points to major investments in artificial intelligence infrastructure, which could positively impact semiconductor companies like Broadcom. Technically, the RSI at 56 is in neutral territory, while the MACD is above its signal line and positive, supporting short-term upward momentum. The price is trading above the 20- and 50-day moving averages, indicating an upward trend. However, the 1.15% decline in the last 24 hours may signal short-term profit-taking. Overall, the positive news impact and strong technical structure offer limited upside potential.

RSI 14

56.1

MACD

0.51

24h Δ

-1.15%

📊 GOOGL — Piyasa Yorumu

▲ up · 65%

The news points to significant investments in artificial intelligence infrastructure, and the Broadcom partnership could be a positive signal for GOOGL. However, the stock closed down 2.6% in the last session, with an RSI of 41.7 in weak territory. The MACD is below the signal line, and short-term moving averages (SMA20, SMA50) are trending downward. Therefore, while there is upside potential, caution is warranted in the short term.

RSI 14

41.7

MACD

-2.05

24h Δ

-2.59%

📊 APO — Piyasa Yorumu

▲ up · 65%

The news indicates that Apollo is involved in a major artificial intelligence infrastructure investment, which serves as a positive catalyst for the stock. Technical indicators also support this view: the RSI at 58.8 is in neutral territory but with upward momentum, and the MACD line is above the signal line and positive. The price is trading above both the 20-day and 50-day moving averages. However, I am not highly confident due to the size of the investment and the partnership structure, which could create short-term uncertainty.

RSI 14

58.8

MACD

0.65

24h Δ

1.65%

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