A massive $63 billion deal to finance AI chips for Anthropic puts the spotlight on the growing cost of the AI boom. Melius Research’s Ben Reitzes joins Squawk on the Street to break down Broadcom’s partnership with Blackstone and major banks, along with new financial details from Anthropic’s S-1 filing. Plus, SoFi CEO Anthony Noto discusses record loan originations as shares surge following strong earnings. And Disruptive CEO Alex Davis unveils a new $10 billion fund targeting the next generation of private technology giants.

Squawk on the Street Disclaimer

11AM Hour: Anthropic Investor Pauline Yang, Royal Caribbean CEO & Hormel CEO 10/27/26

CNBC’s “Squawk on the Street” with Carl Quintanilla, Jim Cramer, David Faber and Sara Eisen is broadcast from the floor of the New York Stock Exchange, on site at the opening bell with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds.