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Episode 48: Qualcomm - Broadcom
Acquired
What's Going on in the Semiconductor Space?
SoftBank acquired arm for $32 billion. It's a pittance, small potatoes. But one of the tech theme I was thinking about is are we seeing deals like this that are so highly leveraged in companies carrying so much debt? And do interest rates being low from a macroeconomic sense, spur more consolidation between gigantic companies like this because they can use debt for their acquisitions? Yeah, it's pretty interesting. You might be out of my league here, but you might be able to evaluate this better than me.
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