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(AVGO) vs. Marvell (MRVL): Why Morgan Stanley Favors One AI Chip Stock after Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2664805457","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664805457?lang=en_us&edition=fundamental","pubTime":"2026-09-04 01:07","pubTimestamp":1788455230,"startTime":"0","endTime":"0","summary":"Morgan Stanley analyst Joseph Moore is more bullish on Broadcom ($AVGO) than Marvell Technology ($MRVL). Moore maintained his Overweight rating on 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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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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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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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Spotlights AI and Cloud with New Reporting Structure. It's a Big Deal.","url":"https://stock-news.laohu8.com/highlight/detail?id=2664780827","media":"Dow Jones","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664780827?lang=en_us&edition=fundamental","pubTime":"2026-09-03 23:11","pubTimestamp":1788448260,"startTime":"0","endTime":"0","summary":"If it wasn't clear before which businesses were driving Microsoft, there's no shadow of a doubt now.The tech giant late Wednesday announced some major changes to its public reporting structure that 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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. 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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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