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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. 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Focus | Alphabet Sees Bullish Call Spreads Stack Up as Institutions Target $365–$415 Upside with Defined-Risk Debit Trades","url":"https://stock-news.laohu8.com/highlight/detail?id=1144363735","media":"Option Witch","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1144363735?lang=en_us&edition=fundamental","pubTime":"2026-09-02 07:01","pubTimestamp":1788303711,"startTime":"0","endTime":"0","summary":"Alphabet closed at USD 332.03, down 1.01%.The session featured notable bullish options flow, headlined by a $445.50 thousand net-debit bull call spread targeting a rise toward $415.00 by 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Focus | Microsoft's $18.96 Million Bear Call Spread Sells $595 Calls Against $705 Calls, While $1.55 Million Put Spread Adds to Bearish Institutional Tone","url":"https://stock-news.laohu8.com/highlight/detail?id=1128421016","media":"Option Witch","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1128421016?lang=en_us&edition=fundamental","pubTime":"2026-09-02 07:01","pubTimestamp":1788303706,"startTime":"0","endTime":"0","summary":"Microsoft closed at $501.02, down 1.24%.The most prominent large options trades on MSFT were decidedly bearish. 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Just Nvidia: These Power and Cooling Firms are Riding the Trillion-Dollar Data Centre Boom","url":"https://stock-news.laohu8.com/highlight/detail?id=2664913864","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664913864?lang=en_us&edition=fundamental","pubTime":"2026-09-02 07:00","pubTimestamp":1788303600,"startTime":"0","endTime":"0","summary":"ANALYSIS-Not just Nvidia: these power and cooling firms are riding the trillion-dollar data centre boomHONG KONG, Sept 2 (Reuters)-While NvidiaNVDA.Ois synonymous with the AI boom, a lesser-known 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Chatter: Google Set To Release New AI Model With Upgraded Coding Capabilities","url":"https://stock-news.laohu8.com/highlight/detail?id=2664861273","media":"MT Newswires Live","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664861273?lang=en_us&edition=fundamental","pubTime":"2026-09-02 05:56","pubTimestamp":1788299798,"startTime":"0","endTime":"0","summary":"Alphabet's  Google is set to release a new AI model with upgraded coding capabilities as soon as Wednesday, the Wall Street Journal reported Tuesday, citing people familiar with the matter.The model, dubbed 3.8 Flash and internally known as \"Skimaki,\" has been preferred by Google engineers over Anthropic's Opus model in head-to-head testing within Jetski, Google's internal coding tool, the report said.The Flash series is designed to be smaller, cheaper and faster to run than Google's larger Pro models. Google has increased research and computing resources devoted to coding and reinforcement learning this year, the report said.Google did not immediately respond to MT Newswires' request for 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up on Defensive Bias - Utilities Roundup","url":"https://stock-news.laohu8.com/highlight/detail?id=2664861913","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664861913?lang=en_us&edition=fundamental","pubTime":"2026-09-02 05:18","pubTimestamp":1788297480,"startTime":"0","endTime":"0","summary":"Shares of power producers ticked up as traders rotated into defensive sectors due to the market shock from a spike in oil futures and bond yields.Geothermal company Fervo Energy signed a major deal to sell power to Alphabet's Google from a Utah project that it plans to turn into the world's largest enhanced geothermal 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Inc. Cl C Stock Outperforms Competitors Despite Losses on the Day","url":"https://stock-news.laohu8.com/highlight/detail?id=2664869670","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664869670?lang=en_us&edition=fundamental","pubTime":"2026-09-02 04:31","pubTimestamp":1788294660,"startTime":"0","endTime":"0","summary":"DJ Alphabet Inc. Cl C Stock Outperforms Competitors Despite Losses On The DayThis article was automatically generated by MarketWatch using technology from Automated Insights.Shares of Alphabet Inc. Cl C  shed 1.01% to $332.03 Tuesday, on what proved to be an all-around poor trading session for the stock market, with the S&P 500 Index  falling 0.71% to 7,631.47 and Dow Jones Industrial Average  falling 0.79% to 52,766.88.This was the stock's second consecutive day of losses.Alphabet Inc. Cl C closed 17.91% short of its 52-week high of $404.47, which the company reached on May 18th.The stock demonstrated a mixed performance when compared to some of its competitors Tuesday, as Microsoft Corp.  fell 1.24% to $501.02, Amazon.com Inc.  fell 1.87% to $254.92, and Meta Platforms Inc.  rose 1.08% to $578.54.Trading volume  remained 6.3 million below its 50-day average volume of 20.6 M.Data source: Dow Jones Market Data, FactSet. Data compiled September 1, 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Largest Companies by Market Cap (August 2026): Nvidia Retains Top Spot, SpaceX Rebounds 32%, Semiconductor Sector Diverges","url":"https://stock-news.laohu8.com/highlight/detail?id=2664866364","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664866364?lang=en_us&edition=fundamental","pubTime":"2026-09-02 03:09","pubTimestamp":1788289773,"startTime":"0","endTime":"0","summary":"As of August 2026, Nvidia retained its top spot globally with a market capitalization of $5.32 trillion, closely followed by Apple, Microsoft, and Alphabet. 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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