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Results, 4Q Guide Missed Nvidia's High Sector Bar","url":"https://stock-news.laohu8.com/highlight/detail?id=2664803450","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664803450?lang=en_us&edition=fundamental","pubTime":"2026-09-04 00:04","pubTimestamp":1788451440,"startTime":"0","endTime":"0","summary":"Broadcom is likely trading down after its fourth-quarter outlook implied earnings per share that missed Street consensus, especially given Nvidia's recent blowout quarter, StoneX analyst Cody Acree writes in a note. 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. 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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. 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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. 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Still Sees Core Business Growth as Main Directive, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2664038718","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664038718?lang=en_us&edition=fundamental","pubTime":"2026-09-03 23:33","pubTimestamp":1788449598,"startTime":"0","endTime":"0","summary":"Dropbox's  management still believes growth in its core business is the main directive, RBC Capital Markets said in a note emailed Thursday after hosting investor meetings with senior Dropbox executives.The investment firm said that Dropbox has seen \"meaningful progress across funnel optimization, retention, and AI integration.\"The company's \"pricing and packaging have been simplified to better align price to value, early churn identifiers are being deployed to reduce attrition,\" the note said, adding the growth of its Teams product has also \"flipped positive\" for the first time in more than two years.RBC noted that the company still has some work ahead, but that its \"management indicated these improvements are durable [with] a healthy runway ahead.\"Meanwhile, the company is also testing projects with AI-automated workflows, RBC said, adding the company's management presented a strategy to manage workflows for content-heavy verticals via agentic and AI features. \"Management is 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