Market News Today — AI-Curated Stock & Crypto Headlines

Broadcom forecasts AI semiconductor revenue to reach $230 billion by 2028, signaling potential expansion in custom chip design and networking segments.

Broadcom reported Q3 2026 revenue of $29.6 billion, an 86% increase, with adjusted EPS of $3.32, both exceeding Wall Street expectations.

Polygon's blockchain network generated over $1M in revenue within a 30-day period, highlighting its economic activity and token burn mechanism.

Western Digital's SanDisk division reported that data center revenue reached $2.98 billion in a single quarter, accounting for one-third of total revenue, driven by multiyear contracts.

Ooma (OOMA) reported a 38% surge in business services revenue in Q2 2027, driven by a 50% acceleration in AirDial installations.

Dell's earnings report indicates growing demand for AI hardware beyond major cloud providers, suggesting a broadening customer base for AI infrastructure.

Couche-Tard reported record fuel sales driven by rising oil prices, although the article notes that higher costs are straining consumer budgets.

Microsoft announced it will start reporting Azure revenue in dollar terms each quarter, giving investors direct visibility into its cloud segment that competes with Amazon Web Services.

Dell Technologies reported stronger-than-expected results driven by a $95 billion AI backlog, leading to a 16% surge in its stock price.

Broadcom (AVGO) shares fell 5% after the company issued a weaker‑than‑expected revenue forecast for the current quarter, despite beating earnings expectations.

Snowflake’s shares jumped sharply after the company reported results that exceeded analyst estimates, citing an AI‑driven forecast and strong revenue growth.

Solana's network activity surged to 5.2 billion transactions in August despite an 87% year-over-year collapse in revenue, indicating a shift from fee-driven activity (e.g., memecoin speculation) to broader transactional use.