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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. 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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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Markets-Bonds Breathe Sigh of Relief","url":"https://stock-news.laohu8.com/highlight/detail?id=2664829547","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664829547?lang=en_us&edition=fundamental","pubTime":"2026-09-03 13:36","pubTimestamp":1788413791,"startTime":"0","endTime":"0","summary":"LIVE MARKETS-Bonds breathe sigh of reliefWelcome to the home for real-time coverage of markets brought to you by Reuters reporters. 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Stock Forecast: AI Chip Revenue Surges 221%, Stock Falls Instead of Rising, Can AVGO Stock Still Rise?","url":"https://stock-news.laohu8.com/highlight/detail?id=2664825187","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664825187?lang=en_us&edition=fundamental","pubTime":"2026-09-03 11:40","pubTimestamp":1788406803,"startTime":"0","endTime":"0","summary":"TradingKey - After the market close on September 2 ET, Broadcom (AVGO) released its third-quarter earnings report. The data showed that AI revenue continued to maintain robust growth, but the stock price failed to rally in tandem, dropping over 6% in after-hours trading at one point. What is the reason behind this? 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Cowen Reaffirms Their Buy Rating on Broadcom (AVGO)","url":"https://stock-news.laohu8.com/highlight/detail?id=2664823485","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664823485?lang=en_us&edition=fundamental","pubTime":"2026-09-03 10:55","pubTimestamp":1788404115,"startTime":"0","endTime":"0","summary":"In a report released yesterday, Joshua Buchalter from TD Cowen reiterated a Buy rating on Broadcom, with a price target of $475.00. 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Buy Rating for Broadcom (AVGO), the Technology Giant","url":"https://stock-news.laohu8.com/highlight/detail?id=2664482843","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664482843?lang=en_us&edition=fundamental","pubTime":"2026-09-03 09:55","pubTimestamp":1788400516,"startTime":"0","endTime":"0","summary":"Mizuho Securities analyst Vijay Rakesh reiterated a Buy rating on Broadcom yesterday and set a price target of $530.00. 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Says New TPUs May Outperform Nvidia Rubin GPUs","url":"https://stock-news.laohu8.com/highlight/detail?id=2664844524","media":"Dow Jones","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664844524?lang=en_us&edition=fundamental","pubTime":"2026-09-03 05:51","pubTimestamp":1788385860,"startTime":"0","endTime":"0","summary":"1751 ET - Broadcom's newest tensor processing unit, or TPU, is \"comparable, if not surpasses, the Vera Rubin GPU,\" Chief Executive Hock Tan tells analysts on a call, referring to the long-awaited next-generation Nvidia chip. Production shipments of the Broadcom's newest TPUs for Google have begun, Tan says. Broadcom also shipped Jalapeo chips developed in partnership with OpenAI, which Tan says outperform Nvidia's Grace Blackwell GPUs for inference workloads. The comments come as investors debate whether Nvidia will lose market share to custom chip makers such as Broadcom and 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