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CBRS up over 4%; Wolfspeed, SanDisk up around 3%; Navitas, SMCI, Micron, Seagate Tech, STM up around 2%; Western Digital, Nvidia up over 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2 Shining Lights in Market's Bond-Yield Gloom","url":"https://stock-news.laohu8.com/highlight/detail?id=2664819627","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664819627?lang=en_us&edition=fundamental","pubTime":"2026-09-02 19:48","pubTimestamp":1788349680,"startTime":"0","endTime":"0","summary":"Good morning. I'm Rupert Steiner, Barron's London Bureau Chief. You might see my name pop up in your inbox occasionally to help you make sense of market moves when Callum Keown is otherwise engaged. So let's dive in!Dell boosts annual sales outlook on surging server demandDell Technologies raised its annual revenue forecast by $25 billion, to $192 billion, fueled by massive demand for servers that run AI tasks. The company exited the quarter with a record $95 billion backlog in its AI server business. COO Jeff Clarke noted that in the past 12 months, Dell has booked more than $130 billion in server orders as IT environments shift from cost centers to value drivers.&#128738;?Palo Alto results confirm AI is a tailwind for cybersecurityLike last week's earnings for its competitor CrowdStrike, Palo Alto Networks' results confirm that cybersecurity stands out as a likely winner from AI among 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Broadcom And 3 Stocks To Watch Heading Into Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=2664773899","media":"Benzinga Earnings","labels":["express"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664773899?lang=en_us&edition=fundamental","pubTime":"2026-09-02 14:43","pubTimestamp":1788331400,"startTime":"0","endTime":"0","summary":"US stock futures mixed. OLLI to post earnings. PANW reports strong results and buys Console. AVGO and DELL also report earnings. 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& Preview: September Blues","url":"https://stock-news.laohu8.com/highlight/detail?id=2664862350","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664862350?lang=en_us&edition=fundamental","pubTime":"2026-09-02 07:55","pubTimestamp":1788306900,"startTime":"0","endTime":"0","summary":"Another week, another chip giant is up to bat.Just days after Nvidia reported earnings, rival Broadcom will do the same on Wednesday. Given the Nasdaq's difficult start to November, the news could provide a much-needed boost to the tech sector.However, the bar is high: Nvidia is projecting 70% top-line growth next year, so investors will be expecting similar bullishness from Broadcom.\"Nvidia proved the AI party isn't over. Now Broadcom has to prove it's getting a bigger invitation,\" writes Jay Woods, chief market strategist at Freedom Capital Markets. \"Will they keep raising the bar?...investors will want another strong outlook showing that AI growth carries into fiscal 2027 while margins remain healthy.\"Yet perhaps the bigger question is whether or not the market will even care. Despite its huge weighting in the S&P 500, Nvidia's earnings barely moved stocks last week.The CalendarBroadcom, Brown-Forman, C3.Ai, Five Below, Gold.com, Hewlett Packard Enterprise, NetApp, Phreesia, PVH, 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DAY-over and Rout","url":"https://stock-news.laohu8.com/highlight/detail?id=2664876861","media":"Reuters","labels":["event"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664876861?lang=en_us&edition=fundamental","pubTime":"2026-09-02 05:00","pubTimestamp":1788296400,"startTime":"0","endTime":"0","summary":"TRADING DAY-Over and routORLANDO, Florida, Sept 1 (Reuters)-Theglobal bond routaccelerated on Tuesday, withJapanese yieldsscaling key levels not breached for over 30 years, as investors bet that 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The Philadelphia Semiconductor Index rose 1.98% in August, staging a modest recovery from a sharp 20.61% correction in 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Earnings Need to Answer These Questions for the Stock to Rally Again","url":"https://stock-news.laohu8.com/highlight/detail?id=2664865286","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664865286?lang=en_us&edition=fundamental","pubTime":"2026-09-02 02:54","pubTimestamp":1788288840,"startTime":"0","endTime":"0","summary":"Investors are wondering if Broadcom will update its AI revenue guidance, and how durable growth in its AI business will be going forward, J.P. Morgan saysBroadcom reports July-quarter earnings 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