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Delivered Bullish AI Commentary on Fiscal 2027, 2028 Revenue Outlook, Demand Visibility, UBS Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2664093088","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664093088?lang=en_us&edition=fundamental","pubTime":"2026-09-04 03:15","pubTimestamp":1788462906,"startTime":"0","endTime":"0","summary":"Broadcom  reported incrementally bullish artificial intelligence commentary around its fiscal 2027 and 2028 revenue guidance and longer-term demand visibility, although the update does not fundamentally change the debate, as fiscal 2028 guidance came in only modestly above buy-side expectations heading into the print, UBS Securities said in a note Thursday.The company highlighted strong AI momentum across all six XPU customers and said it sees approximately 30 gigawatts of custom AI infrastructure demand across fiscal 2027 and 2028, according to the note.Consequently, management raised its fiscal 2027 AI revenue outlook to $115 billion from $100 billion and indicated that fiscal 2028 AI revenue could double to $230 billion, roughly $30 billion above UBS' earlier estimate, the note added.UBS models Broadcom's tensor processing unit share materially above MediaTek's, reaching approximately 6 million TPUs in calendar 2027 and potentially 6.5 million to 7 million in 2028.The company 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Hugging Face is a $13 Billion Look into AI's Future","url":"https://stock-news.laohu8.com/highlight/detail?id=2664329809","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664329809?lang=en_us&edition=fundamental","pubTime":"2026-09-04 03:06","pubTimestamp":1788462360,"startTime":"0","endTime":"0","summary":"Hugging Face, a small start-up with an emoji as its logo, has become one of the most important players in artificial intelligence. 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Results, 4Q Guide Missed Nvidia's High Sector Bar","url":"https://stock-news.laohu8.com/highlight/detail?id=2664803450","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664803450?lang=en_us&edition=fundamental","pubTime":"2026-09-04 00:04","pubTimestamp":1788451440,"startTime":"0","endTime":"0","summary":"Broadcom is likely trading down after its fourth-quarter outlook implied earnings per share that missed Street consensus, especially given Nvidia's recent blowout quarter, StoneX analyst Cody Acree writes in a note. Nvidia's results and guidance \"reset the sector bar much higher last week,\" Acree says. \"Broadcom's recent relative underperformance reduced the hurdle, but the quarter still arrived in a market that is penalizing anything short of a step-function surprise.\" He adds that despite Broadcom's impressive long-term guidance for AI revenue, investors may be waiting for more signs of execution before putting their full faith in the forecast. 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2027 Guidance Meets Expectations; 2028 Sets a High Bar, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2664880357","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664880357?lang=en_us&edition=fundamental","pubTime":"2026-09-03 23:48","pubTimestamp":1788450492,"startTime":"0","endTime":"0","summary":"Broadcom's  fiscal Q3 results beat expectations across the board, with revenue and EPS topping Street forecasts, RBC Capital said in a Thursday note.AI revenue surged year over year and exceeded the company's own guidance, while gross margin also came in stronger than expected despite a heavier mix of custom AI chips, according to the note.However, RBC flagged risks to that visibility chip supply, data-center readiness, and multi-supplier relationships could all affect how demand converts to revenue. Outside AI, networking grew strongly on switching and optical products, while software revenue rose 29% on steady recurring growth, the note said.The analysts said they expect the AI chip market hitting roughly $400 billion by 2028, with custom chips taking over $100 billion as cloud providers build more in-house silicon. OpenAI's chip deployment alone could be worth $200 billion to $250 billion, concentrated between 2027 and 2029.RBC maintained its sector perform rating on the stock, 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