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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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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. 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Semiconductor Index Falls 2%; Western Digital, Broadcom down over 5%; Seagate Tech, SK Hynix down over 4%; ASML, SMCI down over 3%; Micron, SanDisk down over 2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1176384912","media":"Tiger Newspress","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1176384912?lang=en_us&edition=fundamental","pubTime":"2026-09-03 21:37","pubTimestamp":1788442663,"startTime":"0","endTime":"0","summary":"Chip, storage shares sank on Thursday. Philadelphia Semiconductor Index down 2%; SOXL down over 6%; Western Digital, Broadcom down over 5%; Seagate Tech, SK Hynix down over 4%; Astera Labs, ARM, ASML, SMCI down over 3%; Micron, SanDisk down over 2%.","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":"330240692f324d079ccf839d9e4180bf","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ANV","ARMU","AMDD","TXNU","SNDK","UMCX","STXX","SMTG","STM","ONG","DIPS","INTC","AVGC","SWKS","PSTG","MVLL","SNDG","NVTC","AMBQ","LSCC","MRVU","SMCC","AMYY","SMCL","SNPS","MUG","RMBX","NVDO","NVC","UCTX","RMBC","AMA","AMDG","NVDS","ARMW","CRDO","SNDC","UMC","SOXL","AMAT","QCMD","ARMG","NVTS","APMI","AVGW","ARMA","MULL","SMYY","ALAB","MRVX","MIC","MCHP","AMD","INT","NVDU","NVDA","SMCY","ADIU","WDCC","SNDU","QRVO","GFS","NVD","TSMX","SMCZ","SMH","MUZ","NVDY","INYY","LRCC","AVGO","WDCX","ASML","STXL","AVGX","NVII","QCMU","TSMU","WOLF","NVDW","ON","NXPX","ALA","AVGU","KLAG","UMCU","GFSG","SOXS","INTW","MCHG","MCHU","AMBA","MUU","NVDQ","SMCX","SOX","AMUU","TSMY","AVS","RMBS","ASMU","NVDD","TSMZ","AMDW","ASMG","MRVL","KLAC","CRD","TXN","AMAU","LRCU","NXPG","ARM","WDC","ASMZ","TSM","STX","NVDG","NVDL","QCML","NVDX","MUYY","UCTT","NVTX","LABX","SNDQ","STXU","STMX","NXPI","ONX","ADI","07788","Q","AMDL","MUD","PXLW","AMDC","SMCI","MU","LINT","TWSC","07388","QCOM","SNPX","DAMD","AMDY","STSM","SMTC","SIMO","SNXX","LRCX","NVYY","AVL","TSMG","CRDU","NVDB","AVGG","HIMX","SIMX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1156749191","title":"Movement Alert｜Broadcom Falls 3.8% in Regular Trading, Q3 Earnings Beat but Q4 Revenue Guidance Disappoints","url":"https://stock-news.laohu8.com/highlight/detail?id=1156749191","media":"Market Focus","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1156749191?lang=en_us&edition=fundamental","pubTime":"2026-09-03 21:33","pubTimestamp":1788442391,"startTime":"0","endTime":"0","summary":"On September 3, Broadcom fell 3.8% in regular trading, trading at $347.18/share, with turnover of $2.125 billion. The decline followed the release of its FY26 third fiscal quarter earnings, where...","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Broadcom Falls as HSBC Cuts Target to $560 on Weak Q4 Guidance","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AVGO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664872098","title":"Sector 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. 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Briefing: Nasdaq Futures Slip 0.15% as Global Bond Markets Take a Breather","url":"https://stock-news.laohu8.com/highlight/detail?id=1190451114","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1190451114?lang=en_us&edition=fundamental","pubTime":"2026-09-03 20:56","pubTimestamp":1788440203,"startTime":"0","endTime":"0","summary":"Stock markets displayed choppy trading patterns on Thursday, while bond yields appeared to stabilize near multi-year peaks. The Japanese yen surged against the US dollar as traders weighed 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Broadcom Stock Couldn't Match up to Nvidia","url":"https://stock-news.laohu8.com/highlight/detail?id=2664054874","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664054874?lang=en_us&edition=fundamental","pubTime":"2026-09-03 20:39","pubTimestamp":1788439140,"startTime":"0","endTime":"0","summary":"Score one to Nvidia. The chip company emerged as the clear winner over rival Broadcom when it comes to the market reaction to their latest earnings report. 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Pre-Market】US Treasury Yields Fall, Stock Futures Mixed; Cybercab Set to Debut, Snowflake Surges Over 24%","url":"https://stock-news.laohu8.com/highlight/detail?id=2664872318","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664872318?lang=en_us&edition=fundamental","pubTime":"2026-09-03 20:00","pubTimestamp":1788436800,"startTime":"0","endTime":"0","summary":"TradingKey - On Thursday (September 3) Eastern Time, futures on the three major U.S. stock indexes were mixed in pre-market trading. Global bond yields pulled back from highs, while U.S. Treasuries extended gains from the previous session, with the 10-year Treasury yield holding largely stable around 4.77%. U.S. ADP employment data for August came in below expectations, shifting market focus further toward Friday's non-farm payrolls report to assess the Federal Reserve's next monetary policy 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