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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. Broadcom is down 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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":["NXPX","DIPS","SNXX","MUU","AVGX","NVDW","07788","MCHP","NVDD","AVS","SNPX","AVGO","NVYY","APMI","MRVU","QCOM","AVGW","ALA","SOXL","NVDX","CRD","LRCU","ONX","AMDW","NVDS","UMCX","MUG","AMDC","NXPI","ASMU","STXX","NVD","QCML","TWSC","STX","LABX","UMC","SNDK","UMCU","MRVL","SOXS","STMX","SMCL","LRCX","ARM","WDCC","MUYY","AVGC","NVDB","NVDA","AMDL","WDC","NVDY","AMD","AVGU","NVDQ","TSMY","ON","LSCC","MCHU","MCHG","SOX","NVDO","ARMA","ASMG","LINT","MUZ","ARMG","SMCZ","ANV","QCMU","INYY","STSM","SWKS","STM","UCTX","SMCC","TSMX","NVTX","STXU","NVDL","NVTS","SNPS","INTW","AMAT","07388","MRVX","HIMX","AMBA","TXN","TSMU","NVDG","MIC","AMA","STXL","SMH","AMBQ","GFSG","TSMG","WDCX","RMBX","WOLF","SMCY","TSM","SIMO","AMDD","KLAC","SNDQ","RMBC","KLAG","ADIU","NVDU","TSMZ","AVL","DAMD","Q","ARMW","ALAB","PXLW","ADI","MU","GFS","INTC","INT","QRVO","AMDG","SMYY","SMCX","ARMU","LRCC","RMBS","AMAU","MULL","CRDO","AMDY","AVGG","AMUU","ONG","SMTG","SNDU","SNDG","TXNU","ASMZ","MVLL","NVII","UCTT","NVC","SNDC","MUD","QCMD","SMTC","AMYY","SIMX","PSTG","NXPG","ASML","SMCI","NVTC","CRDU"],"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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