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Valuation Remains 'Compelling' for Investors, Morgan Stanley Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2664808162","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664808162?lang=en_us&edition=fundamental","pubTime":"2026-09-03 22:59","pubTimestamp":1788447573,"startTime":"0","endTime":"0","summary":"Broadcom's  valuation remains \"compelling\" for investors as its growth continues to be robust, Morgan Stanley said in a Thursday note.The company posted \"impressive\" fiscal Q3 results, despite Morgan Stanley's warning that market expectations could limit near-term upside, according to the note.Revenue from AI-related business in the second half will more than triple from last year, and projections that revenue will double next year are not surprising, the analysts said, noting that this is in line with their own forecast.Some optimistic investors are anticipating more than $150 billion in AI-related revenue for 2027, but Broadcom has been consistent in being conservative in public statements, guiding to $115 billion in 2027, the analysts said.The high expectations have caused concern among investors about the company's market share in the tensor processing unit ecosystem.However, Broadcom is expanding sales beyond TPU-focused customers, with six customers for its XPUs, including four 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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":null,"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":["MRVU","AVGO","NVD","AMA","CRDU","INTW","ADIU","AMDL","QCML","PSTG","SIMO","SMTC","WDCC","AVGC","SMCX","MUD","NXPG","DIPS","HIMX","ARMW","NVTX","MULL","SOXL","AMD","GFSG","TSMG","SOXS","MRVL","ALAB","NVDA","ANV","NVDO","MRVX","MU","AMBQ","TSMY","LRCC","QCMU","DAMD","WOLF","AVGU","NVDG","NVDB","SWKS","MUU","AMDG","GFS","SOX","UMCX","SNPX","APMI","STXU","AMDW","NVTS","ARM","TSMZ","AMUU","AVGW","ASMZ","AMAU","AVGG","KLAG","ASMG","TSMU","SMTG","STXL","SMCL","QRVO","MIC","UCTX","INYY","NVTC","AMDD","TSM","STXX","STMX","SNDC","PXLW","CRDO","ALA","LRCX","AMYY","AVGX","SMCI","AMDC","ARMU","MUZ","SNDQ","TWSC","UCTT","MCHU","MCHP","ADI","NVDS","MVLL","NVDL","MCHG","QCMD","ASMU","07388","TXN","ON","ONX","SNPS","NVDX","NVDW","SIMX","NVDQ","NVYY","NXPI","SMYY","STSM","LSCC","SMH","SMCC","SNXX","MUG","SMCZ","NVDU","INT","ONG","NVDY","NVII","LRCU","QCOM","ARMG","UMC","ARMA","AMAT","SMCY","AVL","KLAC","07788","RMBS","AVS","TSMX","CRD","SNDK","RMBX","TXNU","UMCU","NXPX","RMBC","WDCX","INTC","NVDD","ASML","MUYY","LINT","LABX","STX","Q","NVC","AMBA","SNDG","AMDY","WDC","SNDU","STM"],"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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Interest Rates Limit Wall Street Pre-Bell; Asia, Europe Muted","url":"https://stock-news.laohu8.com/highlight/detail?id=2664879190","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664879190?lang=en_us&edition=fundamental","pubTime":"2026-09-03 19:25","pubTimestamp":1788434707,"startTime":"0","endTime":"0","summary":"Wall Street futures were mixed pre-bell Thursday, as interest rates eased marginally but global crude oil prices tracked nigher.In the futures, the S&P 500 was flat, the Nasdaq declined 0.1% and the Dow Jones was up 0.2%.West Texas Intermediate crude oil futures traded up 1.3% at $92.21 in morning hours.The VanEck Semiconductor fund  traded down 0.7% before the open.Broadcom  shares traded down 3.1% pre-bell after the semiconductor enterprise overnight reported fiscal Q3 earnings and revenue above expectations, but traders backed away on company guidance.Asian exchanges largely churned overnight, while European bourses edged north midday on the continent.On the economic calendar is the international trade in goods and services report for July, the weekly jobless claims bulletin, and the Q2 productivity and costs release, at 8:30 am ET.The S&P Global US composite August purchasing managers index  logs at 9:45 am, followed by ISM Services Index for August at 10 am.The weekly EIA natural 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Sweep or Split Congress, These are the Trades to Make on the Midterms Outcome, Says JPMorgan","url":"https://stock-news.laohu8.com/highlight/detail?id=2664876603","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664876603?lang=en_us&edition=fundamental","pubTime":"2026-09-03 19:11","pubTimestamp":1788433869,"startTime":"0","endTime":"0","summary":"Some stocks face a vey different environment depending on how America votesThe battle in Texas between Democratic nominee James Talarico, left, and Republican candidate Ken Paxton could swing the 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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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Cramer Sees Broadcom's Business Exploding as CEO Hock Tan Says Custom OpenAI Chip Beats Nvidia's Grace Blackwell at ‘Half the Cost’","url":"https://stock-news.laohu8.com/highlight/detail?id=2664876112","media":"Benzinga Earnings","labels":["productRelease","express"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664876112?lang=en_us&edition=fundamental","pubTime":"2026-09-03 18:53","pubTimestamp":1788432820,"startTime":"0","endTime":"0","summary":"Broadcom pulls an &#39;overtime save&#39; as Q3 AI revenue soars and CEO Hock Tan claims its custom OpenAI chip beats Nvidia at half the 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