Jim Kramer here to share a short preview of my take on the market from today's members-only

CBC Investing Club morning meeting. Join the club for full access to the morning meeting every day

at 1020 a.m. Visit CnBC.com slash morning take to sign up today. That's one word morning take.

Well, there was a big deal announced last night between Broadcom and Alphabet.

The two companies announced they entered a long-term agreement to develop and supply TPUs.

That's the custom AI accelerators for Google's future generation of TPUs. It's a supply

agreement as well. Broadcom will be supplying networking and other components to be used in these

next-gen AI racks through 2031. It really hits back at the bare thesis that has been building

in Broadcom that, yes, they have

this big relationship with Google, but maybe Google would take away some share from

Broadcom over time, maybe look at other partners, maybe do some their own custom tooling.

So it pushed back on that and you can see Broadcom rallying.

There was also an anthropic part of the equation as well.

They're increasing their TPU capacity by half a gigawatt.

Yeah.

And beginning in 2027.

So good news on the Broadcom front.

Yeah, you know, it's funny.

When I looked at Broadcom, I said, yeah, maybe go over with Jeff to sell something

because it's up big, but I know that we felt that it had already, if you go back to Brocom, it had dropped a great deal. And there was no easy. If you have Procom, it's down 100 points and it's starting to come back. The last thing you want to do is start selling it. That's when people say, you know what?

This thing could really be on the warpath. It might move. And, of course, that is the perfect reverse head and shoulders. So I come back and I say, don't sell it. This is when it's finally getting out of the problems that's been having. And last week when Marvell announced that partnership with NVIDIA, we did feel it was a move against Broadcom,

a little bit of an incremental negative there. Yes, I thought so. But I think Broadcom, you know,

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