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How to Position Your Portfolio for the Next AI Wave, According to Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=2670413827","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670413827?lang=en_us&edition=fundamental","pubTime":"2026-09-25 17:37","pubTimestamp":1790329038,"startTime":"0","endTime":"0","summary":"There's still room for AI hardware stocks to rise,  but analysts at Morgan Stanley say it's time to diversify into a wide variety of industries that are starting to realize AI benefitsAirbnb has laid 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Stock Forecast: Down Over 30% Since June, Can the Stock Rebound From Here?","url":"https://stock-news.laohu8.com/highlight/detail?id=2670419891","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670419891?lang=en_us&edition=fundamental","pubTime":"2026-09-25 08:00","pubTimestamp":1790294400,"startTime":"0","endTime":"0","summary":"On September 16, Broadcom (AVGO) hit a recent intraday low of $335.80, pulling back 32% from its all-time high of $494.20 and almost entirely erasing its year-to-date gains. Yet just a few months ago, Broadcom was hailed by the market as the most certain winner in AI computing power; now, it has become a poster child for unfulfilled expectations. The root of this shift traces back to its Q2 FY2026 financial report released on June 3. While AI semiconductor revenue reached $10.8 billion—up 143% year-over-year—and Q3 guidance projected over 200% year-over-year growth, management merely reiterated its target of \"exceeding $100 billion in AI chip revenue by FY2027\" as unchanged, declining to raise it. Market expectations, already priced at a P/E ratio of around 90x, lost the fuel to expand further, sending the stock price into a continuous decline. As the share price dropped, its valuation also underwent a reset. Could this now mark a turning point for the 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Technology vs. Broadcom: Which AI Chip Stock Is Better for Long-Term Holding, MRVL or AVGO?","url":"https://stock-news.laohu8.com/highlight/detail?id=2670413617","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670413617?lang=en_us&edition=fundamental","pubTime":"2026-09-25 05:00","pubTimestamp":1790283600,"startTime":"0","endTime":"0","summary":"TradingKey - Both Marvell Technology (MRVL) and Broadcom (AVGO) provide custom AI chips, switching chips, and high-speed interconnect products to cloud service providers, but the two companies differ significantly in business scale and revenue 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Inc. Stock Underperforms Thursday When Compared to Competitors","url":"https://stock-news.laohu8.com/highlight/detail?id=2670418170","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670418170?lang=en_us&edition=fundamental","pubTime":"2026-09-25 04:31","pubTimestamp":1790281860,"startTime":"0","endTime":"0","summary":"DJ Broadcom Inc. Stock Underperforms Thursday When Compared To CompetitorsThis article was automatically generated by MarketWatch using technology from Automated Insights.Shares of Broadcom Inc.  slid 1.30% to $350.36 Thursday, on what proved to be an all-around grim trading session for the stock market, with the S&P 500 Index  falling 0.02% to 7,704.13 and Dow Jones Industrial Average  falling 0.31% to 51,349.98.This was the stock's second consecutive day of losses.Broadcom Inc. closed 29.22% below its 52-week high of $495.00, which the company reached on June 3rd.The stock demonstrated a mixed performance when compared to some of its competitors Thursday, as NVIDIA Corp.  fell 0.41% to $224.58, Qualcomm Inc.  fell 1.51% to $194.26, and Intel Corp.  rose 3.91% to $127.39.Trading volume  remained 1.8 million below its 50-day average volume of 22.6 M.Data source: Dow Jones Market Data, FactSet. Data compiled September 24, 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data shows mixed options sentiment in Broadcom with shares down 1.26%","url":"https://stock-news.laohu8.com/highlight/detail?id=2670418647","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670418647?lang=en_us&edition=fundamental","pubTime":"2026-09-25 04:15","pubTimestamp":1790280950,"startTime":"0","endTime":"0","summary":"Cboe data shows mixed options sentiment in Broadcom (AVGO), with shares down $4.46 near $350.53. 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Diplomatic mediation in the Middle East and the restoration of a key Saudi oil pipeline kept international oil prices below $100 per barrel, temporarily easing energy inflation concerns. 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to Bet on Risky, High-Beta Stocks? Why You Should Wait for Mid-October","url":"https://stock-news.laohu8.com/highlight/detail?id=2669127227","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669127227?lang=en_us&edition=fundamental","pubTime":"2026-09-23 19:24","pubTimestamp":1790162683,"startTime":"0","endTime":"0","summary":"Coming soon is one of the only weeks of the year in which aggressive traders should bet that the highest-beta stocks will beat the lowest ones.High-beta stocks, of course, are those that tend to 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Chatter: Anthropic Eyes Up to 1 GW of Data Center Capacity From Apollo-Backed Stream","url":"https://stock-news.laohu8.com/highlight/detail?id=2669106492","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669106492?lang=en_us&edition=fundamental","pubTime":"2026-09-23 16:11","pubTimestamp":1790151072,"startTime":"0","endTime":"0","summary":"Amazon-backed  Anthropic is in early discussions to lease up to 1 gigawatt of data center capacity from Stream Data Centers, which is majority-owned by Apollo Global Management , The Information reported Tuesday, citing people familiar with the talks.The facilities could house Alphabet's Google  and Broadcom -designed TPUs, as well as Nvidia  graphics processing units, with Anthropic also discussing a potential credit guarantee from Google, according to the report.The discussions remain in the early stages, with the final capacity and transaction structure still under discussion and an agreement potentially months away, the report added.The arrangement would give Anthropic more direct control over data center capacity used to train and run its AI models, according to the report.Anthropic and Apollo Global Management didn't immediately reply to requests for comment from MT 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The AI company could 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