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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. OpenAI's chip deployment alone could be worth $200 billion to $250 billion, concentrated between 2027 and 2029.RBC maintained its sector perform rating on the stock, 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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":["TXNU","ALA","ARMG","UMCU","MIC","AMBQ","AVGW","NVDB","INTC","AMDD","ADIU","SOX","STXL","STXX","AVGU","SIMX","STXU","UCTT","SMCY","SNDC","TSMX","RMBS","LRCU","ASMZ","ASML","MVLL","CRDU","WDC","INTW","QRVO","MU","MUZ","AVS","NVDO","QCML","SNDQ","NVDY","NVYY","MUYY","TWSC","AMDG","AVL","LSCC","NVDQ","NVDG","AMD","NVII","NXPX","LRCX","QCMU","ARMA","STM","LABX","NVDA","MCHU","SNPX","STSM","PXLW","CRD","LRCC","AMAU","HIMX","INT","AMA","ONG","TSMU","MCHG","DIPS","AMAT","CRDO","ASMG","RMBX","NVC","ARMU","KLAC","SMTG","UMC","QCMD","ON","SMCC","AMDY","TSMG","AVGG","SMTC","RMBC","TSM","WOLF","INYY","NXPI","SMCX","AMBA","SNDK","AVGO","STMX","ANV","07788","NXPG","SMCI","ALAB","NVDS","AVGC","WDCC","MRVU","SMCL","MUD","MRVX","WDCX","SOXL","ARMW","SOXS","MRVL","SMCZ","NVDU","NVTS","SMYY","MCHP","TSMY","AMDL","SNDU","AMDC","TXN","AMYY","ARM","KLAG","UCTX","ADI","SNPS","ONX","SIMO","SNDG","SNXX","NVD","NVDD","AMUU","GFSG","AVGX","LINT","SWKS","STX","AMDW","MUG","ASMU","PSTG","QCOM","TSMZ","APMI","SMH","DAMD","07388","UMCX","NVDW","MUU","NVTC","GFS","MULL","NVTX","NVDL","NVDX","Q"],"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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