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Cortex Code, Snowflake's coding assistant, is the company's \"killer AI capability,\" the analyst says. Registered accounts for the AI co-pilot jumped by more than 2,000 on-quarter, surpassing 9,100 in total and driving headline revenue growth higher, Thill writes. Users of Cortex Code are also using the U.S. cloud-based AI company's overall platform more, \"reinforcing our view that AI is additive rather than cannibalistic,\" Thill says. Snowflake guided for third-quarter revenue growth well-ahead of analysts' expectations, the analyst notes. 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Opinions Are Mixed on These Technology Stocks: Broadcom (AVGO) and NetApp (NTAP)","url":"https://stock-news.laohu8.com/highlight/detail?id=2664873575","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664873575?lang=en_us&edition=fundamental","pubTime":"2026-09-03 17:20","pubTimestamp":1788427209,"startTime":"0","endTime":"0","summary":"Analysts have been eager to weigh in on the Technology sector with new ratings on Broadcom (AVGO) and NetApp (NTAP). Broadcom (AVGO) Bernstein 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AI Revenue Guidance Delivers","url":"https://stock-news.laohu8.com/highlight/detail?id=2664878576","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664878576?lang=en_us&edition=fundamental","pubTime":"2026-09-03 17:17","pubTimestamp":1788427020,"startTime":"0","endTime":"0","summary":"0917 GMT - Broadcom's revenue guidance delivered on high expectations given the group's massive estimate for 2028 AI revenue, Bernstein analysts write. The chip design and cloud computing company said its AI revenue would hit $230 billion in 2028, a number that \"should be well ahead of expectations,\" the analysts say. Bearish investors will raise concerns that Google demand will weaken, making frontier AI labs OpenAI and Anthropic Broadcom's largest customers. However, the labs' spending aspirations are dependable, they say, while Broadcom will benefit from being less reliant on just Google. Broadcom shares fall 2.4% 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Chatter: Global Corporate Giants Draw Regulatory Attention to Blacklisted Groups in Supply Chains","url":"https://stock-news.laohu8.com/highlight/detail?id=2664787889","media":"MT Newswires Live","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664787889?lang=en_us&edition=fundamental","pubTime":"2026-09-03 17:09","pubTimestamp":1788426568,"startTime":"0","endTime":"0","summary":"Tesla , Nokia , Amazon , Volkswagen and other global groups have named businesses blacklisted by Western regulatory authorities as potentially embedded in their supply chains, the Financial Times reported.More than 160 US companies and at least 10 based overseas included one or more of four gold refiners subject to US, European Union or UK sanctions in their latest conflict minerals or supply chain disclosures, according to FT analysis of regulatory filings.\"UK businesses are expected to ensure compliance with all UK sanctions regulations as part of their business operations, including performing due diligence checks on all of their clients, suppliers and partners,\" The UK's Treasury told MT Newswires, while declining to comment on specific issues.\"Non-compliance with UK sanctions is a serious offence and punishable through financial penalties or criminal prosecution,\" it added.Nokia, Amazon and Tesla, as well as the US Treasury, the European Commission and the US Securities and 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Slips as Q4 Revenue Outlook Below Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=2664491820","media":"Reuters","labels":["dataReport","express"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664491820?lang=en_us&edition=fundamental","pubTime":"2026-09-03 16:56","pubTimestamp":1788425762,"startTime":"0","endTime":"0","summary":"BUZZ-Broadcom slips as Q4 revenue outlook below estimates** Broadcom'sAVGO.Oshares down 2.2% to $359.36 in premarket trading** Co raised its long-term AI chip revenueforecastbut provided Q4 revenue outlook below estimates** Co now expects AI chip rev of about $115 bln in fiscal 2027, up from over $100 bln, and sees that doubling to roughly $230 bln in fiscal 2028, citing strong customer demand** \"We see the guidance as credible and believe underlying AI infrastructure demand will continue rising through 2030,\" Morningstar analysts say** AVGO expects Q4 revenue of ~$34.8 billion, compared with analysts' average estimate of $35.03 billion - data compiled by LSEG** Forty-seven analysts rate stock \"buy\" on average; median PT is $525 - data compiled by LSEG** As of last close, stock up 6.1% 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