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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 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Nvidia CEO Jensen Huang, whose company agreed to acquire Hugging Face for nearly $13 billion, reiterates that both open and closed AI models are necessary, adding that open models fill a niche for companies that may have reasons preventing them from using a closed 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A conference committee is working to reconcile the Massachusetts House and Senate versions before determining whether the provision remains in the final legislation, the report said.OpenAI has opposed the Massachusetts provision, urging lawmakers to consider requirements more closely aligned with the Illinois law and warning that differing state rules could create fragmented oversight, according to the report.Google has also raised concerns about additional state testing requirements, citing uncertainty over how model 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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. 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