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Market Roundup: Broadcom-Apple Extends, Meta's Compute Dilemma, And 0DTE Options Hit A Record
A run through the smaller stories that mattered this week.
Broadcom and Apple extend their silicon partnership through 2031. The two companies expanded their long-running custom chip relationship, with Broadcom set to develop and supply a range of custom ASIC products across multiple future generations of Apple devices. It’s a quiet but important signal: Apple continues to lean on Broadcom for specialized silicon rather than bringing every chip category in-house, and a six-year commitment gives Broadcom unusually long revenue visibility from one of its largest customers.