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Update: Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2664555809","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664555809?lang=en_us&edition=fundamental","pubTime":"2026-09-04 03:19","pubTimestamp":1788463167,"startTime":"0","endTime":"0","summary":"Tech stocks were higher late Thursday afternoon, with the State Street Technology Select Sector SPDR ETF  rising 1.3% and the State Street SPDR S&P Semiconductor ETF  up 0.2%.The Philadelphia Semiconductor index was fractionally lower.In corporate news, Palantir  and PwC expanded their strategic alliance to help companies deploy AI tools, PwC said Thursday. Palantir shares climbed 8%.","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://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":["LU1861558580.USD","IE00B19Z9Z06.USD","PLTD","PTIR","IE00B894F039.SGD","PLYY","IGV","PLTL","PLTR","PLOO","SHLD","EYES","PLTA","PLTI","PLTG","IE00BZ9MQY76.HKD","PLTU","XSD","BK4588","IE00B19Z9P08.USD","BK4023","SOX","AIPI","PLT","GUNZ","LU1861559042.SGD","BK4543","PLTW","BK4613","PLTZ","SPLTRmain","BK4585","BK4547","PLTY","XLK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664093088","title":"Broadcom Delivered Bullish AI Commentary on Fiscal 2027, 2028 Revenue Outlook, Demand Visibility, UBS Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2664093088","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664093088?lang=en_us&edition=fundamental","pubTime":"2026-09-04 03:15","pubTimestamp":1788462906,"startTime":"0","endTime":"0","summary":"Broadcom  reported incrementally bullish artificial intelligence commentary around its fiscal 2027 and 2028 revenue guidance and longer-term demand visibility, although the update does not fundamentally change the debate, as fiscal 2028 guidance came in only modestly above buy-side expectations heading into the print, UBS Securities said in a note Thursday.The company highlighted strong AI momentum across all six XPU customers and said it sees approximately 30 gigawatts of custom AI infrastructure demand across fiscal 2027 and 2028, according to the note.Consequently, management raised its fiscal 2027 AI revenue outlook to $115 billion from $100 billion and 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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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