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AI Revenue Guidance Delivers","url":"https://stock-news.laohu8.com/highlight/detail?id=2664878576","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664878576?lang=en_us&edition=fundamental","pubTime":"2026-09-03 17:17","pubTimestamp":1788427020,"startTime":"0","endTime":"0","summary":"0917 GMT - Broadcom's revenue guidance delivered on high expectations given the group's massive estimate for 2028 AI revenue, Bernstein analysts write. The chip design and cloud computing company said its AI revenue would hit $230 billion in 2028, a number that \"should be well ahead of expectations,\" the analysts say. Bearish investors will raise concerns that Google demand will weaken, making frontier AI labs OpenAI and Anthropic Broadcom's largest customers. However, the labs' spending aspirations are dependable, they say, while Broadcom will benefit from being less reliant on just Google. Broadcom shares fall 2.4% 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Projects AI Chip Sales to Double in Both 2027 and 2028","url":"https://stock-news.laohu8.com/highlight/detail?id=1158155018","media":"Deep News","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1158155018?lang=en_us&edition=fundamental","pubTime":"2026-09-03 17:00","pubTimestamp":1788426024,"startTime":"0","endTime":"0","summary":"Broadcom Inc (NASDAQ: AVGO) has released financial results for the quarter ending August 2, revealing a significant 86% year-over-year revenue surge to $29.6 billion. This growth signals that its AI...","market":"other","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":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AIBU","AIVC","AVGC","AVGU","GPTZ","AVGW","WISE","AVGG","03191","AIS","ALAI","FAI","LRNZ","AVL","AVGX","AIFD","EPAI","AVS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664491820","title":"Broadcom Slips as Q4 Revenue Outlook Below Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=2664491820","media":"Reuters","labels":["dataReport","express"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664491820?lang=en_us&edition=fundamental","pubTime":"2026-09-03 16:56","pubTimestamp":1788425762,"startTime":"0","endTime":"0","summary":"BUZZ-Broadcom slips as Q4 revenue outlook below estimates** Broadcom'sAVGO.Oshares down 2.2% to $359.36 in premarket trading** Co raised its long-term AI chip revenueforecastbut provided Q4 revenue outlook below estimates** Co now expects AI chip rev of about $115 bln in fiscal 2027, up from over $100 bln, and sees that doubling to roughly $230 bln in fiscal 2028, citing strong customer demand** \"We see the guidance as credible and believe underlying AI infrastructure demand will continue rising through 2030,\" Morningstar analysts say** AVGO expects Q4 revenue of ~$34.8 billion, compared with analysts' average estimate of $35.03 billion - data compiled by LSEG** Forty-seven analysts rate stock \"buy\" on average; median PT is $525 - data compiled by LSEG** As of last close, stock up 6.1% 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Snowflake And 3 Stocks To Watch Heading Into Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=2664471821","media":"Benzinga Earnings","labels":["express"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664471821?lang=en_us&edition=fundamental","pubTime":"2026-09-03 14:32","pubTimestamp":1788417149,"startTime":"0","endTime":"0","summary":"Stocks in focus: Snowflake beats Q2 estimates, shares jump 23%; Broadcom beats Q3 but guides weakly. 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