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2 Shining Lights in Market's Bond-Yield Gloom","url":"https://stock-news.laohu8.com/highlight/detail?id=2664819627","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664819627?lang=en_us&edition=fundamental","pubTime":"2026-09-02 19:48","pubTimestamp":1788349680,"startTime":"0","endTime":"0","summary":"Good morning. I'm Rupert Steiner, Barron's London Bureau Chief. You might see my name pop up in your inbox occasionally to help you make sense of market moves when Callum Keown is otherwise engaged. So let's dive in!Dell boosts annual sales outlook on surging server demandDell Technologies raised its annual revenue forecast by $25 billion, to $192 billion, fueled by massive demand for servers that run AI tasks. The company exited the quarter with a record $95 billion backlog in its AI server business. COO Jeff Clarke noted that in the past 12 months, Dell has booked more than $130 billion in server orders as IT environments shift from cost centers to value drivers.&#128738;?Palo Alto results confirm AI is a tailwind for cybersecurityLike last week's earnings for its competitor CrowdStrike, Palo Alto Networks' results confirm that cybersecurity stands out as a likely winner from AI among 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SOXL Down over 4%; Marvell Down Nearly 3%; SK Hynix, Intel, AMD, Micron, SanDisk Down over 1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1138236786","media":"Tiger Newspress","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1138236786?lang=en_us&edition=fundamental","pubTime":"2026-09-02 17:57","pubTimestamp":1788343054,"startTime":"0","endTime":"0","summary":"Chip, storage shares fell in premarket trading. Credo down nearly 9%; UMC down over 5%; SOXL down 4%; Wolfspeed, Marvell down around 3%; SK Hynix, Intel, AMD, Micron, SanDisk down over 1%.","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":["QCMD","SMCI","ONG","SMCX","SOXS","WDC","QRVO","ASMU","ARMA","KLAG","STSM","UCTT","HIMX","UCTX","AMYY","INTC","MUYY","NXPG","MRVX","NVDY","SMTG","AVS","MUZ","ONX","STXX","AMBQ","LSCC","UMCU","ADIU","SMTC","PXLW","MUD","UMCX","SOX","CRDO","LRCX","ON","NVDG","AMA","NVYY","TSMZ","SMH","APMI","07788","AMBA","CRD","NVDX","AVGO","NVDD","NVTX","AMAU","MRVL","GFSG","PSTG","SMCY","STXU","TWSC","AMDL","NVDS","AVGU","SNDU","AMAT","AMDG","NVDA","AMUU","SMCC","MUU","ARMW","07388","MUG","MCHG","SMCZ","MU","SNDC","NVD","ANV","STM","MRVU","KLAC","STMX","NVDW","WDCX","AVGG","LINT","AMD","INT","TSMU","NVDQ","NXPX","NVTC","SMYY","DAMD","RMBC","ALAB","LABX","NVII","SIMX","TXNU","ASMG","SWKS","TSMY","SNXX","MCHU","AMDD","ARMU","INTW","AMDY","SNDG","ALA","ARMG","AVGW","SNDK","WDCC","RMBX","QCOM","NVC","NVDL","NXPI","SMCL","NVDO","QCMU","UMC","TSMG","QCML","AMDW","SNDQ","SNPX","NVTS","STX","TXN","SNPS","TSMX","NVDB","CRDU","ADI","ASML","MIC","STXL","MCHP","MVLL","SIMO","TSM","AVL","ARM","ASMZ","INYY","LRCC","DIPS","MULL","NVDU","Q","SOXL","AVGX","WOLF","RMBS","GFS","LRCU","AMDC","AVGC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664890738","title":"Stocks to Watch: GitLab, Dell, Broadcom","url":"https://stock-news.laohu8.com/highlight/detail?id=2664890738","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664890738?lang=en_us&edition=fundamental","pubTime":"2026-09-02 17:36","pubTimestamp":1788341760,"startTime":"0","endTime":"0","summary":"GitLab . Shares of the maker of software-development tools soared premarket after its second-quarter result topped expectations both on revenue and earnings.Dell Technologies : Shares rose 9% premarket after it reported a big earnings and revenue beat thanks to demand for its servers.BP : The U.K. oil major said that its interim chairman Ian Tyler would take on the role permanently, succeeding Albert Manifold, who was removed in May.Volvo Car : The Swedish automaker posted lower global car sales in the three months through August compared with the previous quarter. Shares declined in Stockholm.Broadcom : The chip maker reports earnings after markets 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