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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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Amazon and 8 More Stocks Set to Win in a $26 Trillion AI Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2664380353","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664380353?lang=en_us&edition=fundamental","pubTime":"2026-09-03 23:39","pubTimestamp":1788449940,"startTime":"0","endTime":"0","summary":"Ignore the skeptics and bet on a future powered by artificial intelligence. 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Dan Loeb Said Nvidia Stock Was Undervalued. Then He Sold All His Shares. Should You Do the Same?","url":"https://stock-news.laohu8.com/highlight/detail?id=2664803314","media":"TIPRANKS","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664803314?lang=en_us&edition=fundamental","pubTime":"2026-09-03 23:36","pubTimestamp":1788449803,"startTime":"0","endTime":"0","summary":"Dan Loeb is one of Wall Street’s best-known activist investors. 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Stock Holds Near $956 as AI Demand Meets Taiwan Labor Risk","url":"https://stock-news.laohu8.com/highlight/detail?id=2664980842","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664980842?lang=en_us&edition=fundamental","pubTime":"2026-09-03 23:00","pubTimestamp":1788447600,"startTime":"0","endTime":"0","summary":"TradingKey - MU closed at $956.08 as AI-memory demand stays exceptional and Taiwan labor risk emerges. Can a break above $970 target 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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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Q2 Results Easily Cleared High Expectations Bar, BofA Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2664080816","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664080816?lang=en_us&edition=fundamental","pubTime":"2026-09-03 22:59","pubTimestamp":1788447548,"startTime":"0","endTime":"0","summary":"Snowflake (SNOW) delivered solid fiscal Q2 results with the company's Product revenue growth increasing to 37% year on year from 34% in Q1, BofA Securities said in a note Thursday.The investment firm 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