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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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Down on Retreat from AI Risk; Dell Rallies in Late Trading - Tech Roundup","url":"https://stock-news.laohu8.com/highlight/detail?id=2664861921","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664861921?lang=en_us&edition=fundamental","pubTime":"2026-09-02 05:18","pubTimestamp":1788297480,"startTime":"0","endTime":"0","summary":"Shares of technology companies fell as traders retreated from risky artificial-intelligence ventures.Companies taking on major debt loads to fund AI activity, including Oracle and Dell Technologies 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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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Stock Holds $215 Gap Support as MediaTek Deal Expands AI Reach","url":"https://stock-news.laohu8.com/highlight/detail?id=2664685978","media":"TradingKey","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664685978?lang=en_us&edition=fundamental","pubTime":"2026-09-01 23:00","pubTimestamp":1788274800,"startTime":"0","endTime":"0","summary":"TradingKey - NVDA trades near $220.78 as NVIDIA invests $3.5B in MediaTek and holds $215 support. 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Semiconductor Index Drops 3%; Marvell Down Nearly 5%; ARM, Qualcomm Down Around 4%; Intel, AMD Down 3%; Nvidia, SK Hynix Down over 2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1197106675","media":"Tiger Newspress","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1197106675?lang=en_us&edition=fundamental","pubTime":"2026-09-01 21:53","pubTimestamp":1788270787,"startTime":"0","endTime":"0","summary":"Chip, storage shares slid on Tuesday. SOXL down 6%; Wolfspeed down 5%; Qualcomm down 4%; Navitas, Marvell, Credo, Astera Labs, Intel, ARM down over 3%.","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":"330240692f324d079ccf839d9e4180bf","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ARMG","SNDK","07388","AMDW","AMDG","AMD","WDCC","SMH","SNXX","DAMD","AVGW","SOXS","AVGG","LABX","TSM","AMUU","TSMX","CRDO","STX","LRCC","NVDG","AMBQ","PXLW","ALAB","MCHG","STXL","SMCZ","ONX","NVDX","SMYY","MU","NVDB","NVDO","LRCX","NVTS","NVDD","GFSG","RMBC","QRVO","SNDU","QCMU","NVDL","AVS","RMBX","AMAT","HIMX","QCOM","ASML","SOX","AMAU","SNDG","APMI","NVDW","ARMU","UMCU","NXPX","STSM","NVTX","AMDC","MUU","NVTC","NXPI","SNPS","UCTX","MCHP","ADIU","ALA","UMCX","SIMX","SMCL","LINT","ANV","NVD","LRCU","STXU","TWSC","TSMG","AMYY","SMCX","WOLF","SNDQ","AMA","AMDY","TXN","ONG","AVGC","NVDY","SMCI","MCHU","CRDU","INTW","SMCY","STXX","WDC","AVGU","ARMA","TXNU","Q","CRD","MVLL","MRVX","ADI","STM","ARM","RMBS","MUD","TSMU","ASMU","AVL","ON","SMCC","PSTG","MRVL","NVC","DIPS","MUYY","MULL","WDCX","ASMG","QCMD","ASMZ","NVDS","NVDU","KLAG","SNPX","AMDD","SMTG","LSCC","TSMZ","KLAC","UCTT","TSMY","MUZ","AMDL","SOXL","AMBA","SMTC","NVII","INTC","MIC","SNDC","INYY","STMX","INT","SWKS","NVDA","AVGX","MUG","NVDQ","AVGO","UMC","ARMW","SIMO","07788","QCML","GFS","MRVU","NXPG","NVYY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664854700","title":"Nvidia Corp., Caterpillar Share Losses Lead Dow's Nearly 225-Point Fall","url":"https://stock-news.laohu8.com/highlight/detail?id=2664854700","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664854700?lang=en_us&edition=fundamental","pubTime":"2026-09-01 21:45","pubTimestamp":1788270300,"startTime":"0","endTime":"0","summary":"DJ NVIDIA Corp., Caterpillar Share Losses Lead Dow's Nearly 225-Point FallThis article was automatically generated by MarketWatch using technology from Automated Insights.The Dow Jones Industrial Average is trading down Tuesday morning with shares of NVIDIA Corp. and Caterpillar seeing the biggest losses for the blue-chip average.The Dow  was most recently trading 224 points, or 0.4%, lower, as shares of NVIDIA Corp.  and Caterpillar  have contributed to the blue-chip gauge's intraday decline.NVIDIA Corp.'s shares are down $5.03  while those of Caterpillar have declined $16.32 , combining for a roughly 127-point drag on the Dow.Also contributing significantly to the decline are Amazon.com Inc. , Sherwin-Williams Co. , and Home Depot .A $1 move in any one of the 30 components of the Dow results in a 5.94-point swing.Data source: Dow Jones Market Data, FactSet. Data compiled September 1, 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Week In Cloud AI - AI-Driven Optical Networks Reshape Global Market Dynamics","url":"https://stock-news.laohu8.com/highlight/detail?id=2664591978","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664591978?lang=en_us&edition=fundamental","pubTime":"2026-09-01 20:07","pubTimestamp":1788264449,"startTime":"0","endTime":"0","summary":"The global optical transceiver market is experiencing significant transformation, propelled by the increasing convergence of artificial intelligence (AI) and high-speed optical networking. Recent developments highlight substantial investments, including NVIDIA's $2 billion commitment to Lumentum and Marvell's planned acquisition of Celestial AI for up to $5.5 billion, underscoring the increasing demand for high-bandwidth connectivity driven by hyperscale AI infrastructures. 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