#broadcom #Google #AI - 3 AI Semiconductor Stocks To Love After Their Post-Earnings Sell-Off: The Motley Fool

5 September 2026

Broadcom (AVGO) just told investors it has "line of sight" to $115 billion in AI semiconductor revenue in fiscal 2027 — and $230 billion in fiscal 2028. That's after reporting $29.6 billion in quarterly revenue, up 86% year over year, with AI chip revenue up 221% and now 56% of total sales.

So why is the stock down 30% from its 52-week high? Jose Najarro and Rachel Warren break down the customer concentration risk (Anthropic is set to overtake Google as Broadcom's top custom chip customer by 2027), the laser and power supply constraints slowing AI data center buildouts, and why they still see this as a potential buying opportunity.

If you want market-beating stock picks from our analysts, check out https://www.fool.com/epic-50

Broadcom Inc. (ZAVG.NE)

Alphabet Inc. (GOOG)

Anthropic (Derivatives) USD Precio (ANTHROPIC39496-USD)

#DataCenters #AI #Trump #dwcurrentaffairs - Why opposition to AI data centers is growing in the US | DW Reporter: DW News

5 September 2026

The artificial intelligence boom is creating demand for computing power. Data centers are springing up across the U.S.— and opposition is growing.

Many U.S. residents say their health problems are being caused by new data centers being built in their neighborhoods. But President Trump only sees the potential economic benefits of these large-scale projects. Not all elected officials agree with him, including Democratic House Representative Alexandria Ocasio-Cortez, who is sounding the alarm on the environmental impact — and she's not the only one.

This debate is having a significant effect on the upcoming US midterm elections, deepening the divide between supporters and opponents. There is no doubt that the AI boom will change the US, but at what cost? A report by Ines Pohl.

Chapters: 00:05 Intro 01:12 Robin Angus Fights "Project Oak" 03:14 Why AI Needs Land 04:45 Electricity, Water and Growth 06:02 Nonstop Noise 07:28 The South: Torn Between Jobs and Anger 08:56 Money Can't Buy Everything 09:38 Possible Community Gains 10:29 Mar-a-Lago or My Land? 11:01 AI: A Midterm Election Issue 11:38 A Temporary Victory? #DataCenters #AI #Trump #dwcurrentaffairs

#news #finance #A1 - Fan Favorite: AI Hits Wages, USMCA Under Pressure, Colorado River Crisis | Wall Street Week: Bloomberg Podcasts

5 September 2026

On this fan favorite edition of the show for the long holiday weekend, former IBM CEO Sam Palmisano discusses why companies may benefit from having a “Plan B” for AI implementation. And, AI may not be causing mass layoffs yet, but early data suggest it is already slowing wage growth in exposed occupations.

Plus, Canada may have dodged Trump’s newest tariffs, but the deal could leave lasting damage to USMCA, North American manufacturing and trust between two longtime allies. Later, who pays when the Colorado River can no longer meet the West’s demand?

One of the most iconic brands in finance returns for today's issues and today's media world. David Westin hosts a new look at the financial stories that shape our world as seen through the eyes of people whose perspective we value. Each week, join David as he sits down with newsmakers and a rotating panel of influential voices including thought leaders, CEOs, policy makers and economists.

#oil #IranWar - Energy Markets Strained by Iran, Ukraine Wars: Bloomberg Television

5 September 2026

Renewed US-Iran fighting and uncertainty over shipping through the Strait of Hormuz are adding pressure to global energy markets, while the threat of mines continues to deter some traffic.

Ukraine’s attacks on Russian refineries are compounding tight diesel supplies, creating what Bloomberg News Oil Products Reporter Will Kubzansky describes as a distillates crisis heading into peak demand season.

Also joining Bloomberg This Weekend to discuss the situation is Bloomberg News Middle East Correspondent Abeer Abu Omar.