Sept 2 2026

Broadcom beats on revenue and earnings, AI semiconductor revenue up 220%, but shares fall as fourth-quarter guidance merely matches the current growth rate

MONEYCHIPS

Original reporting

No source was cited for this one in the issue that logged it. The link above searches for it instead of guessing at a URL.

Q3 FY26 revenue $29.59B vs $29.47B expected, AI semiconductor revenue $16.7B. Q4 of $34.8B came in below the ~$35B analysts wanted; shares fell as much as 3.6% after hours despite the beat.

Named in this event

Broadcom

Open calls that touch this

Broadcom's Anthropic chip financing closes at $60 billion or more · 65%, resolves June 30th 2027
Jalapeño serves OpenAI production traffic by mid-2027 · 70%, resolves June 30th 2027

Issues that mention Broadcom

Around the same time

Sep 3 2026SAFETYADOPT

OpenAI commits $1B in subsidized Daybreak access for frontline defenders: community banks, water systems, school districts

search for coverage

Sep 3 2026ADOPTMODEL

Tesla puts the Cybercab into commercial robotaxi service in Austin: no steering wheel, no pedals, 45 vehicles authorized

search for coverage

Sept 2 2026MODELSAFETY

Google ships Gemini 3.8 Flash publicly and Gemini 3.8 Flash Cyber behind a new Fairwind vetting program, completing a three-lab convergence on capability gating

search for coverage

Sept 2 2026POLICY

The Justice Department files a statement of interest backing OpenAI's fair-use defense in the New York Times copyright suit

search for coverage

Sep 1 2026MONEYINFRA

SB Energy publicly files its S-1: $139M H1 revenue, $3.2B loss, ~$439B claimed backlog, OpenAI warrants and Nvidia exclusivity disclosed

search for coverage

Sep 1 2026PEOPLE

John Ternus becomes Apple CEO with an AI-focused mandate; Tim Cook moves to executive chairman after 15 years

search for coverage