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AI Cloud Math is Broken, and It's Creating a Power Shift Within Big Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2664487608","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664487608?lang=en_us&edition=fundamental","pubTime":"2026-09-03 19:00","pubTimestamp":1788433200,"startTime":"0","endTime":"0","summary":"To answer that question, you first need to calculate the cost of buying versus renting the same equipment. The RTX PRO 6000 Blackwell is a useful measuring stick, since it's sold both to the cloud providers and the companies that would otherwise rent from them. Nvidia ships the server version of the card through Dell Technologies , Hewlett Packard Enterprise  and Lenovo  , and the large clouds rent it by the hour. Amazon uses it in its G7e instances, describing the configurations as cost-effective for generative AI inference, which is the everyday workflow in which a trained AI model answers questions or processes documents.Amazon's four-GPU instance costs $16.57 an hour, or about $12,100 a month. A server built around the same four processors costs about $75,500 to put on your own premises. Run that Amazon instance around the clock, and you have spent the same amount of money in a little over six months. Run your own machine seven hours a day, and it pays for itself in under two 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price target lowered to $460 from $530 at BofA","url":"https://stock-news.laohu8.com/highlight/detail?id=2664760868","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664760868?lang=en_us&edition=fundamental","pubTime":"2026-09-03 18:55","pubTimestamp":1788432948,"startTime":"0","endTime":"0","summary":"BofA lowered the firm’s price target on Broadcom (AVGO) to $460 from $530 and keeps a Buy rating on the shares. Following the company’s earnings 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Snowflake, HPE, NetApp, and More Stocks That Explain Today's Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2664876505","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664876505?lang=en_us&edition=fundamental","pubTime":"2026-09-03 18:41","pubTimestamp":1788432060,"startTime":"0","endTime":"0","summary":"Stock futures were rising on Thursday as bond yields fell back, easing investors' worries about the recent run-up in borrowing costs.Broadcom slid 3.6% ahead of the opening bell. The chip maker reported solid third-quarter results, but failed to ease concerns about data-center financing and major customer Google's design deal with rival Marvell.Snowflake surged 24% after the software company smashed Wall Street's second-quarter targets. 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Buzz: Wallstreetbets Stocks Mixed Pre-Bell Thursday; Snowflake to Advance, Broadcom to Decline","url":"https://stock-news.laohu8.com/highlight/detail?id=2664801876","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664801876?lang=en_us&edition=fundamental","pubTime":"2026-09-03 18:35","pubTimestamp":1788431752,"startTime":"0","endTime":"0","summary":"The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Thursday's opening bell.Snowflake  rose by 23.6% in pre-bell activity, reversing a 4.4% decline from Wednesday's session. Snowflake posted higher fiscal Q2 adjusted net income and revenue, and raised its fiscal 2027 product revenue outlook.AST SpaceMobile  advanced by 0.8% pre-bell, following an 11.8% rise at Wednesday's close.Meta Platforms  was up 0.8% premarket, after a 2.5% increase at Wednesday's close.Nvidia  was 0.1% higher hours before market open, following a 3.2% rise from the previous session.Broadcom  declined by 3.6% in premarket hours, after a 0.7% fall at Wednesday's close.Hewlett Packard Enterprise  fell by 3.4% pre-bell, swinging from a 1.9% increase at Wednesday's close.Dell Technologies  was 1.5% lower in pre-bell activity, after closing Wednesday with a 15.8% rise.Micron Technology  was down 0.8% premarket, following a 2.4% increase from the previous 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and China Chip Makers Fight for Market Share. There's One Big Loser.","url":"https://stock-news.laohu8.com/highlight/detail?id=2664875294","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664875294?lang=en_us&edition=fundamental","pubTime":"2026-09-03 18:22","pubTimestamp":1788430920,"startTime":"0","endTime":"0","summary":"South Korea's SK Hynix looks to be feeling the pressure as its DRAM market share dropped to 25% from 29% in the preceding quarter. In NAND, Sandisk's market share fell to 11% from 13%.Micron shares were down 0.6% in Wednesday's premarket. American depositary receipts of SK Hynix were falling 2.8% and Sandisk shares were slipping 0.7%.Of course market-share figures don't tell the full story. For one thing, the memory-chip market is growing so fast that there is still massive revenue and profit growth for all the participants even with a dip in share. The DRAM market grew 57% in the second quarter from the prior quarter and NAND grew 70%, Counterpoint said.Another thing to bear in mind is companies are shifting their resources. SK Hynix for example has redirected some of its manufacturing toward high-bandwidth memory, the specialized form of DRAM used in artificial-intelligence hardware, sacrificing some of the broader market for a stronger position in the most valuable future market.Sti","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","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":null,"symbols":["BK4605","LU0081259029.USD","QQQG","LU2543165471.USD","LU0708995401.HKD","LU0963586101.USD","LU2360106780.USD","MU","SG9999001424.SGD","LU1778281490.HKD","LU0672654240.SGD","LU0082616367.USD","LU0683600562.USD","IE00BJLML261.HKD","LU0642271901.SGD","LU0061475181.USD","LU2471134796.USD","LU0096364046.USD","LU0689472784.USD","WLDR","LU0889566641.SGD","MUYY","LU0133085943.USD","FDTX","CHPX","SCHM","FXL","LU1868836591.USD","SNXX","COWG","LU0210536198.USD","IE00BK4W5L77.USD","IETC","SHOC","LU2357627491.SGD","LU2357305700.SGD","LU1720051017.SGD","688825","LU2750360641.GBP","AIQ","LU0203345920.USD","IE0034235303.USD","LU1868837300.USD","SNDK","XLK","LU1267930730.SGD","LU1267930813.SGD","IE00BK4W5M84.HKD","VGT","TMSL","BK4543","IE00BWXC8680.SGD","LU2213496289.HKD","BOBP","LU1868837136.USD","SNDC","LU1989764748.USD","LU1803068979.SGD","IE00B5949003.HKD","LU1989764664.SGD","LU0054578231.USD","LU2168564495.EUR","BAI","IE00B7SZLL34.SGD","LU0256863902.USD","LU1551013342.USD","LU0154236417.USD","LU1280957306.USD","IE00BKDWB100.SGD","BK4533","BK4579","LU1868836914.USD","MUG","BK4512","BK4141","LU0320765059.SGD","SGXZ81514606.USD","LU0109392836.USD","HBMX","SMU00main","IE0002270589.USD","LU2896262040.SGD","LU1551013425.SGD","LU1861220033.SGD","LU0238689110.USD","LU0127658192.USD","BK4554","EGGY","IE00BSNM7G36.USD","BK4566","LU0943347566.SGD","LU2471134523.USD","LU0719512351.SGD","LU2286300806.USD","GB00BDT5M118.USD","LU1316542783.SGD","LU2023250330.USD","LU2211815571.USD","LU2458330169.SGD","LU1674673691.USD","LU0109391861.USD","LU2931357623.SGD","LU1548497426.USD","TRFK","EMSF","SNDQ","LU2756315318.SGD","LU0203347892.USD","LU2360107168.USD","LU2290526834.HKD","MIC","EFIV","BK4553","BK4575","FCUS","LU1145028129.USD","LU1861215975.USD","IE00B1XK9C88.USD","LU2471134879.HKD","BK4532","LU0256863811.USD","LU0820561909.HKD","LU0417517546.SGD","SNDG","LU1674673428.USD","LU2756315664.SGD","BK4588","LU1323610961.USD","LU0820561818.USD","LU1629891620.HKD","LU2102340556.USD","WUGI","ARTY","LU0787776722.HKD","FAI","LU2054465674.USD","MUU","LU0792757196.USD","CHAT","LU0274383776.USD","IE00B19Z3581.USD","LU1720051108.HKD","BK4585","LU2063271972.USD","FSMD","LEGR","IXN","LU0859254822.USD","CGGO","LU2168564065.EUR","LU2458330243.SGD","BK4527","LU2403377893.USD","AIS","BK4170","IE0009356076.USD","LU0323591593.USD","SCHA","LU0964807845.USD","USXF","JGRO","TTXU","LU0056508442.USD","LU2471134952.CNY","SGXZ51526630.SGD","LU2168564222.USD","FTEC","LU0157215616.USD","LU0640476718.USD","LU1366333091.USD","LU2089985449.USD","LU2250418816.HKD","SGXZ99366536.SGD","LU2048586759.USD","LU2750360997.AUD","SNDU","LU0889565833.HKD","AIFD","PTF","LU1868836757.USD","IE000M9KFDE8.USD","XNTK","LU0820562030.AUD","RULE","LU2168564149.EUR","OPTZ","MUZ","CNAV","LU1852331112.SGD","LU1914381329.SGD","IE00B19Z3B42.SGD","LU2168563687.JPY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664435875","title":"Nvidia Stock Rises in Premarket Trading Today, Sept. 3 — Here’s Why","url":"https://stock-news.laohu8.com/highlight/detail?id=2664435875","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664435875?lang=en_us&edition=fundamental","pubTime":"2026-09-03 18:15","pubTimestamp":1788430500,"startTime":"0","endTime":"0","summary":"Nvidia ($NVDA) stock is up 0.60% in premarket trading today after gaining 3.21% in the previous session. 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Stock Fall 3% as Investors Weigh Guidance. Here's What Wall Street Analysts are Saying","url":"https://stock-news.laohu8.com/highlight/detail?id=2664820755","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664820755?lang=en_us&edition=fundamental","pubTime":"2026-09-03 17:52","pubTimestamp":1788429175,"startTime":"0","endTime":"0","summary":"Shares in Broadcom fell in premarket trading.Shares in Broadcom dipped more than 2% in premarket trading on Thursday despite topping analysts' expectations for its fiscal third quarter.\"Broadcom is a technology infrastructure powerhouse with unmatched scale and technology capabilities in the industry, securing its leadership positions in a diverse set of end markets,\" analysts at JPMorgan said, adding that although guidance for the November-ending period was in-line with Wall Street consensus, it was possibly below market expectations. The company  sees revenue reaching $34.8 billion in the fiscal fourth quarter, marginally higher than estimates of $34.7 billion.For analysts at Morgan Stanley, headed by Joseph Moore, Broadcom's results were \"impressive,\" but they highlighted some challenges for the stock, including worries over the company's market share in the tensor processing unit sector.Analysts at Cantor, led by C.J. Muse, were also impressed by the report, noting that while they 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to Watch: Snowflake, Broadcom, HPE, Ultragenyx","url":"https://stock-news.laohu8.com/highlight/detail?id=2664878017","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664878017?lang=en_us&edition=fundamental","pubTime":"2026-09-03 17:30","pubTimestamp":1788427800,"startTime":"0","endTime":"0","summary":"Snowflake : The cloud-storage company reported a narrower quarterly loss, saying AI drove its business. Its stock surged more than 20% ahead of the bell.Broadcom : The company was bullish about demand for its custom chips over the next two years; shares slipped premarket.Hewlett Packard Enterprise : The company's results beat analyst expectations, helped by AI demand. It also lifted its long-term goals; alas, this wasn't enough to boost its shares, which fell around 4% ahead of the bell.Impala Platinum : Higher precious-metal prices gave the South African miner's earnings a boost; its shares climbed.Ultragenyx Pharmaceutical : The pharma company said a drug in its pipeline failed to meet its primary endpoint in a late-stage trial; its stock plunged about 45% ahead of the 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Opinions Are Mixed on These Technology Stocks: Broadcom (AVGO) and NetApp (NTAP)","url":"https://stock-news.laohu8.com/highlight/detail?id=2664873575","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664873575?lang=en_us&edition=fundamental","pubTime":"2026-09-03 17:20","pubTimestamp":1788427209,"startTime":"0","endTime":"0","summary":"Analysts have been eager to weigh in on the Technology sector with new ratings on Broadcom (AVGO) and NetApp (NTAP). Broadcom (AVGO) Bernstein 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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. Broadcom shares fall 2.4% 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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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