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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. 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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 biggest change in the global market cap rankings in August was SpaceX, whose market cap rose to $1.89 trillion with a monthly gain of 32.59%, while Tesla, SK Hynix, and Micron Technology also recorded sizable gains. 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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BID Americas-September Storm","url":"https://stock-news.laohu8.com/highlight/detail?id=2664858206","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664858206?lang=en_us&edition=fundamental","pubTime":"2026-09-01 18:32","pubTimestamp":1788258760,"startTime":"0","endTime":"0","summary":"MORNING BID AMERICAS-September stormSept 1 (Reuters)-What matters in U.S. and global markets todayBy Mike Dolan, Editor-at-Large, Finance and MarketsWorld markets enter September with 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Stock And 2 AI Infrastructure Picks With Strong Earnings Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=2664889746","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664889746?lang=en_us&edition=fundamental","pubTime":"2026-09-01 07:22","pubTimestamp":1788218544,"startTime":"0","endTime":"0","summary":"Global bond yields are staying high as central banks keep policy tight to tackle stubborn inflation. That makes borrowing more expensive and filters through to almost every asset class. In this setting, companies that are expected to grow earnings strongly and keep their balance sheets in reasonable shape look especially interesting. This article highlights three stocks from our Healthy high growth potential screener that fit that profile.\nThe stocks covered below are just a small sample 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Stock (AVGO) Is a Buy, J.P. Morgan Says Ahead of Q3 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2664857388","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664857388?lang=en_us&edition=fundamental","pubTime":"2026-09-01 06:05","pubTimestamp":1788213958,"startTime":"0","endTime":"0","summary":"Semiconductor company Broadcom ($AVGO) is scheduled to announce its fiscal third-quarter results on Wednesday, September 2. Ahead of Q3 FY26 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Inc. Stock Rises 3.8%, Outperforms Peers","url":"https://stock-news.laohu8.com/highlight/detail?id=2664646883","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664646883?lang=en_us&edition=fundamental","pubTime":"2026-09-01 04:35","pubTimestamp":1788208500,"startTime":"0","endTime":"0","summary":"This article was automatically generated by Dow Jones using technology from Automated Insights.Shares of Qualcomm Inc. rose 3.8% to $170.48 on what proved to be an all-around poor trading session for the stock market, with the S&P 500 Index falling 0.3% to 7,686.14 and Dow Jones Industrial Average falling 0.7% to 53,185.90.Qualcomm Inc. closed 34.4% below its 52-week high of $259.92, which the company reached on May 29th.The stock outperformed some of its peers, as NVIDIA Corp. rose 1.5% to $220.78, Broadcom Inc. rose 0.4% to $370.34, and Intel Corp. remained unchanged.Trading volume totaled 11.3 million, compared to the 50-day average of 14.7 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(AVGO) Q3 Earnings Could Trigger an 8% Price Swing, According to Options Traders","url":"https://stock-news.laohu8.com/highlight/detail?id=2664888879","media":"TIPRANKS","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664888879?lang=en_us&edition=fundamental","pubTime":"2026-09-01 03:21","pubTimestamp":1788204088,"startTime":"0","endTime":"0","summary":"Chipmaker Broadcom ($AVGO) is expected to report its Fiscal third-quarter earnings results on September 2, 2026. 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Seen Facing 'Very High Investor Bar' Ahead of 3Q Print","url":"https://stock-news.laohu8.com/highlight/detail?id=2664900090","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664900090?lang=en_us&edition=fundamental","pubTime":"2026-09-01 02:49","pubTimestamp":1788202140,"startTime":"0","endTime":"0","summary":"1449 ET - Broadcom is expected to report another solid quarter, but that may not meet a \"very high investor bar,\" Morgan Stanley analysts write in a note. The company, which reports Wednesday, seems confident in hitting its target of 2027 AI revenue exceeding $100 billion, they write. The analysts also don't see Broadcom at risk of losing its long-term share of the tensor processing unit market. The main risk, therefore, is whether the company's numbers match Wall Street's high expectations. \"Last quarter was a good reminder that very strong results are not necessarily enough when the bar is high,\" the analysts write. \"The underlying business can continue to perform exceptionally well without necessarily exceeding the most aggressive expectations.\" Broadcom trades up 0.3% at 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