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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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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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vs. Oracle: One AI Stock Is a Buy, the Other’s Future Is Cloudy, Says Top Investor","url":"https://stock-news.laohu8.com/highlight/detail?id=2664087012","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664087012?lang=en_us&edition=fundamental","pubTime":"2026-09-03 22:15","pubTimestamp":1788444946,"startTime":"0","endTime":"0","summary":"Advanced Micro Devices (NASDAQ:AMD) and Oracle (NYSE:ORCL) are both participating in the AI infrastructure boom but they play different roles. AMD ...","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/article/amd-vs-oracle-one-ai-stock-is-a-buy-the-others-future-is-cloudy-says-top-investor?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/article/amd-vs-oracle-one-ai-stock-is-a-buy-the-others-future-is-cloudy-says-top-investor?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["GK","ORCL","AIBU","LRNZ","THNQ","MQQQ","ROBT","QBIG","CLCG","BERZ","VTHR","AMDU","TCAI","WDAI","AMD",".IXIC","GOOX","XPND","QQQW","SMCX","RSPT","AIPI","DARP","GOOL","AIPO","GFS","FAI","PBOT","XAIX","NVDG","IETC","AGIX","ORCU","ADIU","TTEQ","CHAT","QNXT","PLTY","FFND","ORCS","ORCZ","QTOC","AIQU","OGIG","QQJG","AGIQ","UBOT","ARTY","AIFD","GXPT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664342870","title":"Before Deal, Hugging Face Pitched Nvidia on Open-Source AI","url":"https://stock-news.laohu8.com/highlight/detail?id=2664342870","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664342870?lang=en_us&edition=fundamental","pubTime":"2026-09-03 22:02","pubTimestamp":1788444120,"startTime":"0","endTime":"0","summary":"1002 ET - Nvidia's near-$13 billion acquisition of Hugging Face began with a pitch to the chip maker's CEO, Jensen Huang, Hugging Face CEO Clem Delangue says in a joint CNBC interview with Huang. Delangue said his team began to understand the growing importance of open-source AI over the summer. \"So, we went to see Jensen, and we told him, we want to make open source AI big. And he told us, 'Let's do it,'\" Delangue says. \"And a few weeks later, here we are.\" Nvidia had recently led an open letter in support of open-source, and Huang says he was all ears. \"Their vision was spot on,\" he says. Nvidia is up 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Update: Tech Stocks Lean Lower Premarket Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=2664872098","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664872098?lang=en_us&edition=fundamental","pubTime":"2026-09-03 21:13","pubTimestamp":1788441186,"startTime":"0","endTime":"0","summary":"Technology stocks were leaning lower premarket Thursday, with the State Street Technology Select Sector SPDR Fund  slightly declining and the State Street SPDR S&P Semiconductor ETF  down 0.3%.Snowflake  shares were up more than 23% after the company reported higher fiscal Q2 adjusted net income and revenue, and raised its fiscal 2027 product revenue outlook.Broadcom  stock was down more than 3% even after the company posted higher fiscal Q3 adjusted earnings and revenue.Nvidia  has agreed to acquire Hugging Face for $12.93 billion, Chief Executive Jensen Huang said in a blogpost. Nvidia shares were 0.7% higher 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is buying the AI startup that was hacked by OpenAI for nearly $13 billion","url":"https://stock-news.laohu8.com/highlight/detail?id=2664773218","media":"CNN Business","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664773218?lang=en_us&edition=fundamental","pubTime":"2026-09-03 21:07","pubTimestamp":1788440870,"startTime":"0","endTime":"0","summary":"Nvidia announced on Thursday that it will buy artificial intelligence startup Hugging Face for $12.9 billion, a massive bet by the chipmaker to expand the reach of open-source AI technology.Hugging Face, a service for hosting and accessing open-source AI models and data sets, has been in the spotlight recently after it was hacked by OpenAI models that went rogue during a testing incident.Nvidia CEO Jensen Huang has spoken in support of open models, arguing they can improve safety and speed up innovation. The acquisition could also benefit Nvidia’s plans to secure its role as the technology backbone of the AI boom.The chipmaker last week said its sales more than doubled in the most recent quarter to more than $96 billion. But investors continue to question whether the spending spree on AI infrastructure will continue, and whether Nvidia can stay ahead of a growing slate of competitors.Nvidia has made major investments in propping up and expanding the AI ecosystem, including investing 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