Broadcom Falls Despite AI Growth, Google Escapes a Breakup
Market update for September 3, 2026
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In today’s episode, Zaid covers:
Broadcom’s latest earnings and why the stock is down more than 20% from its June peak
Google avoiding a breakup of its ad-tech business
Snowflake surging after strong earnings and accelerating AI demand
NetApp dropping despite beating expectations and raising guidance
Why Microsoft is completely changing the way it reports its financial results…
The skinny
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