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Valuation Remains 'Compelling' for Investors, Morgan Stanley Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2664808162","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664808162?lang=en_us&edition=fundamental","pubTime":"2026-09-03 22:59","pubTimestamp":1788447573,"startTime":"0","endTime":"0","summary":"Broadcom's  valuation remains \"compelling\" for investors as its growth continues to be robust, Morgan Stanley said in a Thursday note.The company posted \"impressive\" fiscal Q3 results, despite Morgan Stanley's warning that market expectations could limit near-term upside, according to the note.Revenue from AI-related business in the second half will more than triple from last year, and projections that revenue will double next year are not surprising, the analysts said, noting that this is in line with their own forecast.Some optimistic investors are anticipating more than $150 billion in AI-related revenue for 2027, but Broadcom has been consistent in being conservative in public statements, guiding to $115 billion in 2027, the analysts said.The high expectations have caused concern among investors about the company's market share in the tensor processing unit ecosystem.However, Broadcom is expanding sales beyond TPU-focused customers, with six customers for its XPUs, including four 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Face Attacks by OpenAI Models Underscores Open Model Importance, CEO Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2664808698","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664808698?lang=en_us&edition=fundamental","pubTime":"2026-09-03 22:48","pubTimestamp":1788446880,"startTime":"0","endTime":"0","summary":"1048 ET - Incidents in which OpenAI's models broke out of sandboxed testing and hacked into Hugging Face's servers earlier this summer emphasized the need for open source models, Hugging Face CEO Clem Delangue says on CNBC. \"We couldn't defend ourselves with proprietary closed source APIs, so we had to use open models to defend ourselves,\" he says. Nvidia CEO Jensen Huang, whose company agreed to acquire Hugging Face for nearly $13 billion, reiterates that both open and closed AI models are necessary, adding that open models fill a niche for companies that may have reasons preventing them from using a closed 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Chatter: Anthropic, OpenAI Take Different Positions on Massachusetts AI Safety Bill","url":"https://stock-news.laohu8.com/highlight/detail?id=2664705558","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664705558?lang=en_us&edition=fundamental","pubTime":"2026-09-03 22:06","pubTimestamp":1788444377,"startTime":"0","endTime":"0","summary":"Amazon-backed  Anthropic is supporting AI-safety language in a Massachusetts Senate bill that would require major artificial intelligence developers to undergo independent evaluations of catastrophic risks from their models, putting the company at odds with Microsoft-backed  OpenAI and Alphabet's Google , The Information reported Thursday.The proposal, included in a broader economic development bill, would require independent assessments of AI models every four months. A conference committee is working to reconcile the Massachusetts House and Senate versions before determining whether the provision remains in the final legislation, the report said.OpenAI has opposed the Massachusetts provision, urging lawmakers to consider requirements more closely aligned with the Illinois law and warning that differing state rules could create fragmented oversight, according to the report.Google has also raised concerns about additional state testing requirements, citing uncertainty over how model 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Delangue said his team began to understand the growing importance of open-source AI over the summer. \"So, we went to see Jensen, and we told him, we want to make open source AI big. And he told us, 'Let's do it,'\" Delangue says. \"And a few weeks later, here we are.\" Nvidia had recently led an open letter in support of open-source, and Huang says he was all ears. \"Their vision was spot on,\" he says. Nvidia is up 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Microsoft Share Gains Lead Dow's Nearly 475-Point Climb","url":"https://stock-news.laohu8.com/highlight/detail?id=2664087771","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664087771?lang=en_us&edition=fundamental","pubTime":"2026-09-03 21:45","pubTimestamp":1788443100,"startTime":"0","endTime":"0","summary":"DJ Salesforce, Microsoft Share Gains Lead Dow's Nearly 475-Point ClimbThis article was automatically generated by MarketWatch using technology from Automated Insights.Led by positive momentum for shares of Salesforce and Microsoft, the Dow Jones Industrial Average is climbing Thursday morning.Shares of Salesforce  and Microsoft  are contributing around 25% of the blue-chip gauge's intraday rally, as the Dow  is trading 470 points  higher.Salesforce's shares have gained $9.26, or 3.6%, while those of Microsoft are up $14.00 , combining for a roughly 138-point boost for the Dow.Goldman Sachs , Alphabet Inc. Cl A , and IBM  are also contributing significantly to the gain.A $1 move in any one of the 30 components of the Dow equates to a 5.94-point swing.Data source: Dow Jones Market Data, FactSet. 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