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Results, 4Q Guide Missed Nvidia's High Sector Bar","url":"https://stock-news.laohu8.com/highlight/detail?id=2664803450","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664803450?lang=en_us&edition=fundamental","pubTime":"2026-09-04 00:04","pubTimestamp":1788451440,"startTime":"0","endTime":"0","summary":"Broadcom is likely trading down after its fourth-quarter outlook implied earnings per share that missed Street consensus, especially given Nvidia's recent blowout quarter, StoneX analyst Cody Acree writes in a note. Nvidia's results and guidance \"reset the sector bar much higher last week,\" Acree says. \"Broadcom's recent relative underperformance reduced the hurdle, but the quarter still arrived in a market that is penalizing anything short of a step-function surprise.\" He adds that despite Broadcom's impressive long-term guidance for AI revenue, investors may be waiting for more signs of execution before putting their full faith in the forecast. Broadcom is down 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Expands AI Infrastructure Collaboration with Intel and AMD","url":"https://stock-news.laohu8.com/highlight/detail?id=2664803668","media":"Reuters","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664803668?lang=en_us&edition=fundamental","pubTime":"2026-09-03 23:50","pubTimestamp":1788450603,"startTime":"0","endTime":"0","summary":"ASUS expands AI infrastructure collaboration with Intel and AMDASUS formed strategic collaborations with Intel, AMD, IBM, Samsung, Schneider Electric, WD, Aleria, Foxlink to expand its AI 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2027 Guidance Meets Expectations; 2028 Sets a High Bar, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2664880357","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664880357?lang=en_us&edition=fundamental","pubTime":"2026-09-03 23:48","pubTimestamp":1788450492,"startTime":"0","endTime":"0","summary":"Broadcom's  fiscal Q3 results beat expectations across the board, with revenue and EPS topping Street forecasts, RBC Capital said in a Thursday note.AI revenue surged year over year and exceeded the company's own guidance, while gross margin also came in stronger than expected despite a heavier mix of custom AI chips, according to the note.However, RBC flagged risks to that visibility chip supply, data-center readiness, and multi-supplier relationships could all affect how demand converts to revenue. Outside AI, networking grew strongly on switching and optical products, while software revenue rose 29% on steady recurring growth, the note said.The analysts said they expect the AI chip market hitting roughly $400 billion by 2028, with custom chips taking over $100 billion as cloud providers build more in-house silicon. OpenAI's chip deployment alone could be worth $200 billion to $250 billion, concentrated between 2027 and 2029.RBC maintained its sector perform rating on the stock, 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Amazon and 8 More Stocks Set to Win in a $26 Trillion AI Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2664380353","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664380353?lang=en_us&edition=fundamental","pubTime":"2026-09-03 23:39","pubTimestamp":1788449940,"startTime":"0","endTime":"0","summary":"Ignore the skeptics and bet on a future powered by artificial intelligence. 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Dan Loeb Said Nvidia Stock Was Undervalued. Then He Sold All His Shares. Should You Do the Same?","url":"https://stock-news.laohu8.com/highlight/detail?id=2664803314","media":"TIPRANKS","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664803314?lang=en_us&edition=fundamental","pubTime":"2026-09-03 23:36","pubTimestamp":1788449803,"startTime":"0","endTime":"0","summary":"Dan Loeb is one of Wall Street’s best-known activist investors. 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