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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. 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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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Teams up with Google Cloud, Nvidia and AWS to Advance Physical AI for Factory Robotics","url":"https://stock-news.laohu8.com/highlight/detail?id=2664880805","media":"Reuters","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664880805?lang=en_us&edition=fundamental","pubTime":"2026-09-03 23:20","pubTimestamp":1788448859,"startTime":"0","endTime":"0","summary":"FANUC teams up with Google Cloud, Nvidia and AWS to advance Physical AI for factory roboticsFanuc entered collaborations with Google Cloud, Nvidia, AWS to advance “Physical AI” for industrial 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Spotlights AI and Cloud with New Reporting Structure. It's a Big Deal.","url":"https://stock-news.laohu8.com/highlight/detail?id=2664780827","media":"Dow Jones","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664780827?lang=en_us&edition=fundamental","pubTime":"2026-09-03 23:11","pubTimestamp":1788448260,"startTime":"0","endTime":"0","summary":"If it wasn't clear before which businesses were driving Microsoft, there's no shadow of a doubt now.The tech giant late Wednesday announced some major changes to its public reporting structure that 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Face Attacks by OpenAI Models Underscores Open Model Importance, CEO Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2664808698","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664808698?lang=en_us&edition=fundamental","pubTime":"2026-09-03 22:48","pubTimestamp":1788446880,"startTime":"0","endTime":"0","summary":"1048 ET - Incidents in which OpenAI's models broke out of sandboxed testing and hacked into Hugging Face's servers earlier this summer emphasized the need for open source models, Hugging Face CEO Clem Delangue says on CNBC. \"We couldn't defend ourselves with proprietary closed source APIs, so we had to use open models to defend ourselves,\" he says. Nvidia CEO Jensen Huang, whose company agreed to acquire Hugging Face for nearly $13 billion, reiterates that both open and closed AI models are necessary, adding that open models fill a niche for companies that may have reasons preventing them from using a closed 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