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At the close, the Dow Jones Industrial Average fell 0.70% to 53,185.90; the Nasdaq Composite Index slipped 0.12% to 26,370.89; and the S&P 500 Index declined 0.33% to 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Seen Facing 'Very High Investor Bar' Ahead of 3Q Print","url":"https://stock-news.laohu8.com/highlight/detail?id=2664900090","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664900090?lang=en_us&edition=fundamental","pubTime":"2026-09-01 02:49","pubTimestamp":1788202140,"startTime":"0","endTime":"0","summary":"1449 ET - Broadcom is expected to report another solid quarter, but that may not meet a \"very high investor bar,\" Morgan Stanley analysts write in a note. The company, which reports Wednesday, seems confident in hitting its target of 2027 AI revenue exceeding $100 billion, they write. The analysts also don't see Broadcom at risk of losing its long-term share of the tensor processing unit market. The main risk, therefore, is whether the company's numbers match Wall Street's high expectations. \"Last quarter was a good reminder that very strong results are not necessarily enough when the bar is high,\" the analysts write. \"The underlying business can continue to perform exceptionally well without necessarily exceeding the most aggressive expectations.\" Broadcom trades up 0.3% at 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At the same time, higher Treasury yields and rising oil prices are keeping risk in focus. This article walks through three large cap AI and cloud related stocks that appear especially exposed to these cross currents right now.\nThe three stocks covered below are only a sample from this theme. The full screen surfaced 26 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Defence Stocks Backed By The Drone Arms Race","url":"https://stock-news.laohu8.com/highlight/detail?id=2664488351","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664488351?lang=en_us&edition=fundamental","pubTime":"2026-09-01 01:21","pubTimestamp":1788196901,"startTime":"0","endTime":"0","summary":"A former Ukrainian defence minister, now raising money for battlefield robotics, interceptor drones and AI-enabled missiles, has pushed AI defence from theory into today’s headlines. Capital is starting to hunt for companies exposed to this shift, and investors risk watching from the sidelines while others do the homework. This article unpacks three US or Ukrainian stocks linked to the news and explains why each could benefit or face pressure as this story develops.\nThe three stocks below are...","market":"sg","thumbnail":"https://images.simplywall.st/asset/industry/8131000-choice1-main-header/1585186656975","type":0,"news_type":0,"thumbnails":["https://images.simplywall.st/asset/industry/8131000-choice1-main-header/1585186656975"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/tech/nasdaq-oust/ouster/news/ai-defence-stocks-backed-by-the-drone-arms-race","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/us/tech/nasdaq-oust/ouster/news/ai-defence-stocks-backed-by-the-drone-arms-race","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":"simplywall_highlight","symbols":["VTHR","OUSL","ITA","BK4157","QTOC","QQH","AIPO","AGIX","OUST","ARTY","BK4585","BK4187","CHAT","IGM","VGT","BK4588","BZZ","SWMR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664007306","title":"Market Chatter: Apple Executive Phil Schiller Exits Role as Head of App Store, Product Events","url":"https://stock-news.laohu8.com/highlight/detail?id=2664007306","media":"MT Newswires Live","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664007306?lang=en_us&edition=fundamental","pubTime":"2026-09-01 01:11","pubTimestamp":1788196291,"startTime":"0","endTime":"0","summary":"Apple  executive Phil Schiller stepped down from his role overseeing the App Store and Apple product events, Bloomberg reported Monday, citing people familiar with the matter.Schiller maintains his Apple Fellow title and will be working on unspecified initiatives, the report said.Apple is shifting responsibility for the App Store to the services division run by executive Eddy Cue, the report said.Apple did not immediately respond to a request for comment by MT Newswires.Price: 313.65, Change: -6.05, Percent Change: 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Stock Slips as Outlook Goes Down","url":"https://stock-news.laohu8.com/highlight/detail?id=2664007676","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664007676?lang=en_us&edition=fundamental","pubTime":"2026-09-01 01:04","pubTimestamp":1788195847,"startTime":"0","endTime":"0","summary":"Microsoft (NASDAQ:MSFT) stock is trading about 0.5% lower on Monday as the tech giant deals with an Outlook outage that has disrupted email access 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