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Yet just a few months ago, Broadcom was hailed by the market as the most certain winner in AI computing power; now, it has become a poster child for unfulfilled expectations. The root of this shift traces back to its Q2 FY2026 financial report released on June 3. While AI semiconductor revenue reached $10.8 billion—up 143% year-over-year—and Q3 guidance projected over 200% year-over-year growth, management merely reiterated its target of \"exceeding $100 billion in AI chip revenue by FY2027\" as unchanged, declining to raise it. Market expectations, already priced at a P/E ratio of around 90x, lost the fuel to expand further, sending the stock price into a continuous decline. As the share price dropped, its valuation also underwent a reset. 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Origin Raises $10 Billion at $140 Billion Valuation in First Outside Funding Round","url":"https://stock-news.laohu8.com/highlight/detail?id=1132370892","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1132370892?lang=en_us&edition=fundamental","pubTime":"2026-09-25 07:30","pubTimestamp":1790292628,"startTime":"0","endTime":"0","summary":"Blue Origin has completed its first round of external financing at a valuation of $140 billion, with founder Jeff Bezos having invested a cumulative total of $30 billion into the space company. 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Reaches 5-Year Deal with BNP Paribas to Expand Access to Gemini Models","url":"https://stock-news.laohu8.com/highlight/detail?id=2670441590","media":"TIPRANKS","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670441590?lang=en_us&edition=fundamental","pubTime":"2026-09-25 05:34","pubTimestamp":1790285640,"startTime":"0","endTime":"0","summary":"Tech giant Google ($GOOGL) and French bank BNP Paribas ($BNPQY) have reached a new five-year Google Cloud agreement that will give BNP access to 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SpaceXAI could take the lead in about 6 months if strong acceleration continues","url":"https://stock-news.laohu8.com/highlight/detail?id=1122306866","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1122306866?lang=en_us&edition=fundamental","pubTime":"2026-09-25 05:30","pubTimestamp":1790285443,"startTime":"0","endTime":"0","summary":"Musk told a netizen, \"I am cautiously optimistic that SpaceX will launch a model reaching the Fable/GPT-6 level within two to three months.\"Some netizens were skeptical of this, replying, 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President Brad Smith to Lead Communications Department","url":"https://stock-news.laohu8.com/highlight/detail?id=2670132754","media":"Reuters","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670132754?lang=en_us&edition=fundamental","pubTime":"2026-09-25 05:29","pubTimestamp":1790285368,"startTime":"0","endTime":"0","summary":"Microsoft President Brad Smith to lead communications departmentSept 24 -Microsoft President Brad Smith will oversee the company's communications department, a company spokesperson confirmed on Thursday.The change puts Smith, one of Microsoft's most prominent public-facing executives, in charge of corporate communications as the company faces issues ranging from artificial intelligence to regulation.Smith has become a prominent voice for Microsoft on public policy issues, including AI governance, technology regulation and the geopolitical implications of the company's global expansion.Brent Colburn, vice president for global public affairs, will serve as interim communications leader during the transition, the spokesperson said.Smith joined Microsoft in 1993, and in 2002 he was named Microsoft's general counsel, a role in which he spent the next decade leading the company's efforts to resolve antitrust disputes with governments around the world and companies across the technology 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Semiconductors N.V. Stock Underperforms Thursday When Compared to Competitors","url":"https://stock-news.laohu8.com/highlight/detail?id=2670138654","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670138654?lang=en_us&edition=fundamental","pubTime":"2026-09-25 04:48","pubTimestamp":1790282880,"startTime":"0","endTime":"0","summary":"DJ NXP Semiconductors N.V. Stock Underperforms Thursday When Compared To CompetitorsThis article was automatically generated by MarketWatch using technology from Automated Insights.Shares of NXP Semiconductors N.V.  slid 2.24% to $230.16 Thursday, on what proved to be an all-around rough trading session for the stock market, with the S&P 500 Index  falling 0.02% to 7,704.13 and Dow Jones Industrial Average  falling 0.31% to 51,349.98.This was the stock's second consecutive day of losses.NXP Semiconductors N.V. closed 32.30% short of its 52-week high of $339.95, which the company achieved on May 27th.The stock underperformed when compared to some of its competitors Thursday, as Qualcomm Inc.  fell 1.51% to $194.26, Texas Instruments Inc.  fell 0.72% to $270.65, and Analog Devices Inc.  fell 0.68% to $382.61.Trading volume  remained 909,467 below its 50-day average volume of 3.8 M.Data source: Dow Jones Market Data, FactSet. Data compiled September 24, 2026.","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1861214812.USD","LU0208291251.USD","LU1823568750.SGD","LU0348723411.USD","LU1046421795.USD","LU2272731782.SGD","LU2247934214.USD","LU1861219969.SGD","LU1273509221.SGD","LU2272731600.USD","NXPI","LU2360107325.USD","BK4612","LU0289739343.SGD","FDRV","NXPG","LU0511384066.AUD","IE00BD6J9T35.USD","LU0320765489.SGD","LU1992135399.USD","LU1992135472.HKD","LU0069063385.USD","LU0289960550.SGD","LU2133065610.SGD","LU0289961442.SGD","BK4605","LU0057025933.USD","LU1718418525.SGD","BK4588","LU0175139822.USD","LU1196032939.SGD","BK4561","BK4512","LU0472753341.HKD","LU0997586515.USD","LU0077335932.USD","BK4585","LU0070302665.USD","NXPX","BK4604","IE00BZ199S13.USD","BK4141"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670418099","title":"New York Closing Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2670418099","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670418099?lang=en_us&edition=fundamental","pubTime":"2026-09-25 04:42","pubTimestamp":1790282520,"startTime":"0","endTime":"0","summary":"Bath & Body Works                BBWI    16.80     -0.22       7,441,312. Berkshire Hathaway Cl B         BRK.B   505.18     -1.99       2,673,932. Dell Technologies Cl C           DELL   536.02    -13.81       7,908,975","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4543","SKYY","LU1236620834.HKD","LU1880398554.USD","BK4575","DIVL","LU1880398471.USD","DINT","LU1894683264.USD","LU1674673428.USD","LU0321505439.SGD","APIE","BK4602","BK4538","IBX","BK4533","IBM","LU1236620750.USD","TDIV","LU1585245621.USD","BK4134","SIBM0main","LU1883839398.USD","BK4585","AADR","LU1674673691.USD","BK4588","LU1778281490.HKD","LU1894683348.USD","WQTM","CVY","LU1430594728.SGD","ARMH","BK4534","LU0321505868.SGD","BK4579","LU0868494617.USD","BK4612","SAPH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670182924","title":"Qualcomm Inc. Stock Underperforms Thursday When Compared to Competitors","url":"https://stock-news.laohu8.com/highlight/detail?id=2670182924","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670182924?lang=en_us&edition=fundamental","pubTime":"2026-09-25 04:34","pubTimestamp":1790282040,"startTime":"0","endTime":"0","summary":"DJ Qualcomm Inc. Stock Underperforms Thursday When Compared To CompetitorsThis article was automatically generated by MarketWatch using technology from Automated Insights.Shares of Qualcomm Inc.  slipped 1.51% to $194.26 Thursday, on what proved to be an all-around dismal trading session for the stock market, with the S&P 500 Index  falling 0.02% to 7,704.13 and Dow Jones Industrial Average  falling 0.31% to 51,349.98.This was the stock's second consecutive day of losses.Qualcomm Inc. closed 25.26% below its 52-week high of $259.92, which the company achieved on May 29th.The stock underperformed when compared to some of its competitors Thursday, as NVIDIA Corp.  fell 0.41% to $224.58, Broadcom Inc.  fell 1.30% to $350.36, and Intel Corp.  rose 3.91% to $127.39.Trading volume  remained 3.6 million below its 50-day average volume of 12.6 M.Data source: Dow Jones Market Data, FactSet. Data compiled September 24, 2026.","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4575","LU0868494708.USD","QCML","LU1244550577.SGD","BK4534","LU0868494617.USD","BK4605","LU1261432733.SGD","LU1066051498.USD","LU1917777945.USD","BK4527","IE00BVYPNP33.GBP","LU1066051811.HKD","LU1069344957.HKD","LU1244550494.USD","BK4512","SG9999015945.SGD","LU2106854487.HKD","SG9999002224.SGD","IE00BGHQDM52.EUR","LU0061475181.USD","BK4554","IE00BSNM7G36.USD","BK4612","BK4581","SG9999015952.SGD","SG9999015986.USD","LU0942090050.USD","LU1066053197.SGD","BK4604","LU1084165304.USD","QCMU","SG9999002232.USD","BK4585","LU0079474960.USD","SG9999001424.SGD","LU2023250504.SGD","LU2247934214.USD","LU1119994496.HKD","BK4573","LU1244550221.USD","LU1496350502.SGD","BK4532","LU0081259029.USD","LU1823568750.SGD","BK4598","LU1046421795.USD","BK4561","LU1035775433.USD","BK4515","SQCOMmain","LU1974910355.USD","FTXL","SG9999015978.USD","QCMD","BK4588","GB00BDT5M118.USD","LU1066051225.USD","QCOM","TDV","IE00BVYPNQ40.USD","BK4141","BK4579"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":77,"pageCount":57,"totalSize":1539,"code":"91000000","status":"200"}]}}