Next Day Prep
Next Day Prep #352: Broadcom AI Deal Masks Narrow Rally – Tuesday 10/27/2026
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Episode summary
Tuesday extended the AI-led rebound, with the S&P 500 reclaiming its 50-day moving average and semiconductors surging on a record $63B Broadcom-backed Anthropic financing deal. Energy was the weak spot as crude fell below $100, and Boeing cratered on earnings. All eyes now turn to Wednesday’s FOMC decision and another heavy round of mega-cap earnings.