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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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Expands AI Infrastructure Collaboration with Intel and AMD","url":"https://stock-news.laohu8.com/highlight/detail?id=2664803668","media":"Reuters","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664803668?lang=en_us&edition=fundamental","pubTime":"2026-09-03 23:50","pubTimestamp":1788450603,"startTime":"0","endTime":"0","summary":"ASUS expands AI infrastructure collaboration with Intel and AMDASUS formed strategic collaborations with Intel, AMD, IBM, Samsung, Schneider Electric, WD, Aleria, Foxlink to expand its AI 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2027 Guidance Meets Expectations; 2028 Sets a High Bar, 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. 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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Stock (DELL) Hits All-Time High Days After Reporting Blockbuster Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2664803342","media":"TIPRANKS","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664803342?lang=en_us&edition=fundamental","pubTime":"2026-09-03 23:23","pubTimestamp":1788449038,"startTime":"0","endTime":"0","summary":"The technology company is benefitting from the AI boom.","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/dell-stock-dell-hits-all-time-high-days-after-reporting-blockbuster-earnings?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/dell-stock-dell-hits-all-time-high-days-after-reporting-blockbuster-earnings?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["LU1235294995.USD","LU0345770993.USD","BK4170","WLDR","BK4515","LU1046421795.USD","LU0052756011.USD","BK4543","LU0211326839.USD","FXL","LU2265009873.SGD","BK4535","LU1823568750.SGD","BK4585","LU2065171402.SGD","LU0267386448.USD","LU1804176565.USD","DELL","LU0345770308.USD","DLLL","BK4588","LU0128525689.USD","LU0496365809.HKD","LU2065170008.USD","LU1267930227.SGD","LU0976567544.SGD","LU0211326755.USD","LU0310800965.SGD","LU2065171311.SGD","LU2065169927.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664096808","title":"HPE CFO Sees no Changes in Memory Supply Until Fiscal 2028","url":"https://stock-news.laohu8.com/highlight/detail?id=2664096808","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664096808?lang=en_us&edition=fundamental","pubTime":"2026-09-03 23:23","pubTimestamp":1788448980,"startTime":"0","endTime":"0","summary":"11:23 ET--The memory supply environment for HPE hasn't gotten any easier and should stay constrained until the company's fiscal 2028, CFO Marie Myers says in an interview. \"Demand far outstrips supply, as we see it today\" she says, noting that the price increases for memory may moderate in 2027. \"But we don't anticipate any sort of change in the supply environment in the near term here. It's probably more in terms of '28.\" She adds that HPE still has not seen evidence of cancellations or significant pull-ins from customers, and that the company continues to be disciplined about managing its pricing.","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0321505439.SGD","HPEL","BK4585","LU0321505868.SGD","BK4170","LU0306807586.USD","LU0225771236.USD","BK4515","HPE","LU0006061336.USD","LU0225284248.USD","LU0306806265.USD","LU0348723411.USD","LU0985481810.HKD","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664835803","title":"Dell Technologies Inc Stock (DELL) Moved Up by 4.68% on Sep 3: Drivers Behind the Movement","url":"https://stock-news.laohu8.com/highlight/detail?id=2664835803","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664835803?lang=en_us&edition=fundamental","pubTime":"2026-09-03 23:15","pubTimestamp":1788448528,"startTime":"0","endTime":"0","summary":"• Dell reported record fiscal Q2 revenue driven by unprecedented artificial intelligence infrastructure demand.\n• Management raised full-year revenue and profit guidance significantly above prior Wall Street forecasts.\n• AI-optimized server sales doubled year over year, expanding Dell's total backlog to historic highs.","market":"nz","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20240306/01b54cda166c0caeae9061d228e14ac3.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20240306/01b54cda166c0caeae9061d228e14ac3.jpg"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/news/market-movers/262149347-market-movers-dell-20260903","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1235294995.USD","LU0211326839.USD","WLDR","LU0976567544.SGD","DELL","LU1267930227.SGD","LU2065171311.SGD","BK4535","FXL","LU0496365809.HKD","LU0345770993.USD","LU0310800965.SGD","LU2065169927.USD","BK4543","LU0211326755.USD","BK4170","LU2265009873.SGD","DLLL","LU1804176565.USD","LU0267386448.USD","LU1046421795.USD","LU0345770308.USD","LU0128525689.USD","BK4585","BK4515","LU1823568750.SGD","LU2065170008.USD","LU0052756011.USD","BK4588","LU2065171402.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1168914730","title":"Dell Shares Hit Record High, Climbing Over 4% in Thursday Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1168914730","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1168914730?lang=en_us&edition=fundamental","pubTime":"2026-09-03 23:14","pubTimestamp":1788448454,"startTime":"0","endTime":"0","summary":"Continuing its upward momentum from a nearly 16% surge on Wednesday, Dell Technologies Inc. (DELL.US) added more than 4% on Thursday, reaching $515.20 per share and setting a new all-time...","market":"nz","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":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2065169927.USD","BK4515","LU1235294995.USD","LU1804176565.USD","BK4543","LU0267386448.USD","DLLL","DELL","LU0976567544.SGD","WLDR","LU0128525689.USD","LU0052756011.USD","BK4588","LU0211326839.USD","LU0211326755.USD","LU0345770993.USD","BK4535","LU2065171402.SGD","LU1823568750.SGD","UUP","LU2065170008.USD","LU1267930227.SGD","LU2065171311.SGD","LU2265009873.SGD","BK4585","LU1046421795.USD","UDN","LU0345770308.USD","FXL","LU0310800965.SGD","LU0496365809.HKD","BK4170"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664808415","title":"Hewlett Packard Enterprise's Solid Order Growth Backs Upbeat Fiscal 2027 Outlook, Morgan Stanley Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2664808415","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664808415?lang=en_us&edition=fundamental","pubTime":"2026-09-03 23:07","pubTimestamp":1788448025,"startTime":"0","endTime":"0","summary":"Hewlett Packard Enterprise's  solid order growth backs its strong fiscal 2027 guidance, following higher orders across the business in fiscal Q3, Morgan Stanley said in a Thursday note.The company reported fiscal Q3 non-GAAP earnings of $1.11 per diluted share, up from $0.44 a year earlier, as net revenue rose to $12.21 billion from $9.14 billion. The period saw a 36% increase in networking orders and a 75% rise in traditional server orders, while artificial intelligence systems backlog reached about $7 billion, the brokerage noted.Morgan Stanley said the order and backlog trends indicate demand durability into 2027, noting that a bulk of the company's outlook reflects this strong demand. The investment firms sees further upside to Hewlett Packard Enterprise's fiscal 2027 revenue growth outlook of 13% to 17%, according to the note.Supply, however, remains as a limiting factor in the company's servers and networking business, Morgan Stanley noted.Morgan Stanley cut its price target on H","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.mtnewswires.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"mtnewswires_news","symbols":["LU0225284248.USD","LU0006061336.USD","BK4211","BK4515","BK4588","HPEL","LU0306807586.USD","LU0321505868.SGD","LU0348723411.USD","LU0985481810.HKD","BK4585","EFSC","LU0225771236.USD","LU0306806265.USD","LU0321505439.SGD","BK4170","HPE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664808970","title":"Keysight Collaborates with the Centre for Assuring Autonomy at the University of York to Advance AI Safety Assurance for Software-Defined Vehicles","url":"https://stock-news.laohu8.com/highlight/detail?id=2664808970","media":"THOMSON REUTERS","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664808970?lang=en_us&edition=fundamental","pubTime":"2026-09-03 23:00","pubTimestamp":1788447600,"startTime":"0","endTime":"0","summary":null,"market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260903:nTUA6MBZJ2:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"reuters_en_live","symbols":["IE00BD6J9T35.USD","LU1894683348.USD","LU2272731600.USD","KEYS","LU2322448791.USD","LU2322448957.HKD","BK4157","KEYG","KEYX","IE00BMPRXR70.SGD","LU1992135399.USD","IE00BN0W2T93.GBP","LU2473716301.USD","IE00BMPRXN33.USD","BK4585","LU1983260115.SGD","IE00BN0W2W23.USD","LU1894683264.USD","LU2272731865.HKD","LU2272731782.SGD","BK4588","BK4602","IE00BN0W2V16.EUR","LU1992135472.HKD","BK4515"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664808162","title":"Broadcom's 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 $115 billion in 2027, the analysts said.The high expectations have caused concern among investors about the company's market share in the tensor processing unit ecosystem.However, Broadcom is expanding sales beyond TPU-focused customers, with six customers for its XPUs, including four 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Declares Q3 Dividend of R$ 0.49 Per Unit, Payable Oct. 22","url":"https://stock-news.laohu8.com/highlight/detail?id=2664580868","media":"Reuters","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664580868?lang=en_us&edition=fundamental","pubTime":"2026-09-03 22:49","pubTimestamp":1788446985,"startTime":"0","endTime":"0","summary":"HPE declares Q3 dividend of R$ 0.49 per unit, payable Oct. 22Hewlett Packard Enterprise set a cash dividend of R$ 0.49 per unit for fiscal 2026 third quarter.Shares trade with entitlement through Sept. 15.Payment is scheduled for Oct. 22.Disclaimer:This news brief was created by Public Technologies  using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Hewlett Packard Enterprise Co. published the original content used to generate this news brief on September 03, 2026, and is solely responsible for the information contained therein.","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260903:nNDL2XpB5L:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["HPEL","LU0985481810.HKD","LU0306806265.USD","BK4585","LU0348723411.USD","LU0321505868.SGD","LU0306807586.USD","LU0321505439.SGD","BK4515","LU0225284248.USD","LU0006061336.USD","BK4588","HPE","LU0225771236.USD","BK4170"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664280857","title":"Hewlett Packard Enterprise 2027 Estimates Retain Upward Bias, BofA Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2664280857","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664280857?lang=en_us&edition=fundamental","pubTime":"2026-09-03 22:48","pubTimestamp":1788446916,"startTime":"0","endTime":"0","summary":"Hewlett Packard Enterprise's  2027 estimates retain an upward bias because multi-year supply commitments and orders are ahead of revenue, with restructuring efforts and synergies from the Juniper acquisition slated to drive free cash flow, BofA Securities said in a Thursday note.On Wednesday, the company provided its 2027 outlook and now expects revenue growth in the range of 13% to 17%, EPS of $4.40 to $4.60, along with at least $5 billion in free cash flow.BofA said the company will see a higher mix of AI revenue in 2027, which is expected to drive negative gross margin leverage. Hewlett Packard Enterprise is expected to control its operating expenses, which, in turn, will drive operating margin leverage.The investment firm increased its 2026 revenue and earnings per share estimates to $46.6 billion and $3.83 from $45.3 billion and $3.47.BofA raised its price target on the company's stock to $88 from $82 and maintained its buy rating.Shares of Hewlett Packard Enterprise were down nea","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.mtnewswires.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"mtnewswires_news","symbols":["LU0321505439.SGD","LU0348723411.USD","BK4585","BK4211","LU0006061336.USD","BK4515","BK4588","HPE","EFSC","HPEL","LU0306806265.USD","LU0985481810.HKD","LU0225771236.USD","LU0306807586.USD","BK4170","LU0321505868.SGD","LU0225284248.USD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":53,"pageCount":29,"totalSize":1053,"code":"91000000","status":"200"}]}}