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Spotlights AI and Cloud with New Reporting Structure. It's a Big Deal.","url":"https://stock-news.laohu8.com/highlight/detail?id=2664780827","media":"Dow Jones","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664780827?lang=en_us&edition=fundamental","pubTime":"2026-09-03 23:11","pubTimestamp":1788448260,"startTime":"0","endTime":"0","summary":"If it wasn't clear before which businesses were driving Microsoft, there's no shadow of a doubt now.The tech giant late Wednesday announced some major changes to its public reporting structure that 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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 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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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Update: Tech Stocks Lean Lower Premarket Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=2664872098","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664872098?lang=en_us&edition=fundamental","pubTime":"2026-09-03 21:13","pubTimestamp":1788441186,"startTime":"0","endTime":"0","summary":"Technology stocks were leaning lower premarket Thursday, with the State Street Technology Select Sector SPDR Fund  slightly declining and the State Street SPDR S&P Semiconductor ETF  down 0.3%.Snowflake  shares were up more than 23% after the company reported higher fiscal Q2 adjusted net income and revenue, and raised its fiscal 2027 product revenue outlook.Broadcom  stock was down more than 3% even after the company posted higher fiscal Q3 adjusted earnings and revenue.Nvidia  has agreed to acquire Hugging Face for $12.93 billion, Chief Executive Jensen Huang said in a blogpost. Nvidia shares were 0.7% higher 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is buying the AI startup that was hacked by OpenAI for nearly $13 billion","url":"https://stock-news.laohu8.com/highlight/detail?id=2664773218","media":"CNN Business","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664773218?lang=en_us&edition=fundamental","pubTime":"2026-09-03 21:07","pubTimestamp":1788440870,"startTime":"0","endTime":"0","summary":"Nvidia announced on Thursday that it will buy artificial intelligence startup Hugging Face for $12.9 billion, a massive bet by the chipmaker to expand the reach of open-source AI technology.Hugging Face, a service for hosting and accessing open-source AI models and data sets, has been in the spotlight recently after it was hacked by OpenAI models that went rogue during a testing incident.Nvidia CEO Jensen Huang has spoken in support of open models, arguing they can improve safety and speed up innovation. The acquisition could also benefit Nvidia’s plans to secure its role as the technology backbone of the AI boom.The chipmaker last week said its sales more than doubled in the most recent quarter to more than $96 billion. But investors continue to question whether the spending spree on AI infrastructure will continue, and whether Nvidia can stay ahead of a growing slate of competitors.Nvidia has made major investments in propping up and expanding the AI ecosystem, including investing 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