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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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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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Delangue said his team began to understand the growing importance of open-source AI over the summer. \"So, we went to see Jensen, and we told him, we want to make open source AI big. And he told us, 'Let's do it,'\" Delangue says. \"And a few weeks later, here we are.\" Nvidia had recently led an open letter in support of open-source, and Huang says he was all ears. \"Their vision was spot on,\" he says. Nvidia is up 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Microsoft Share Gains Lead Dow's Nearly 475-Point Climb","url":"https://stock-news.laohu8.com/highlight/detail?id=2664087771","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664087771?lang=en_us&edition=fundamental","pubTime":"2026-09-03 21:45","pubTimestamp":1788443100,"startTime":"0","endTime":"0","summary":"DJ Salesforce, Microsoft Share Gains Lead Dow's Nearly 475-Point ClimbThis article was automatically generated by MarketWatch using technology from Automated Insights.Led by positive momentum for shares of Salesforce and Microsoft, the Dow Jones Industrial Average is climbing Thursday morning.Shares of Salesforce  and Microsoft  are contributing around 25% of the blue-chip gauge's intraday rally, as the Dow  is trading 470 points  higher.Salesforce's shares have gained $9.26, or 3.6%, while those of Microsoft are up $14.00 , combining for a roughly 138-point boost for the Dow.Goldman Sachs , Alphabet Inc. Cl A , and IBM  are also contributing significantly to the gain.A $1 move in any one of the 30 components of the Dow equates to a 5.94-point swing.Data source: Dow Jones Market Data, FactSet. Data compiled September 3, 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