is that the lease their that broadcom is a company involved in more chipmaking, more storage for companieshe equity might play here. google's and amazon are getting into this, more and more, it could make sense. >> thank you so much. back to scarlet and matt. scarlet: you can also catch more radio interviews on serious and them on the bloomberg. we coming back down to session lows. the s&p basic the unchanged while the dow is falling 10 points and then as that, although a red arrow there, also unchanged. at the assets trading other than equities. you can see down 3.7%, it looks like the market wants to follow crude today. opec cuts or an production freeze, kind of fall apart, falling 1.8%. 3.7%, the energy index is off by 1.1%. down by greater than 1%. anytime you have utilities, some of those safer stocks, doing very well, getting by at least 1.2%. matt: we will talk politics. this is bloomberg. ♪ . . matt: from bloomberg's world headquarters in new york, this is bloomberg markets. i'm matt miller. scarlet: and i'm scarlet fu. let's get a check on commodity markets with julie hyman. seen