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Broadcom raises outlook as AI demand powers guidance to $17.4B for Q4

Broadcom forecast $17.4B in fiscal Q4 revenue, citing accelerating demand for its AI semiconductor portfolio and a new hyperscale customer win. The update underscores how custom accelerators and networking remain prime beneficiaries of the AI capex cycle, with spillovers for suppliers across the data center stack.

Source: SeekingAlpha


U.S. labor market cools ahead of payrolls; rate cut bets firm after weak ADP print

Private employers added just 54,000 jobs in August, according to ADP, extending a run of softer reports that point to a slowing labor market. The data bolster expectations that the Federal Reserve could begin cutting rates soon, with investors eyeing Friday’s payrolls for confirmation.

Source: MarketWatch


Nasdaq moves to tighten listing standards after pump‑and‑dump review

Nasdaq proposed stricter listing rules aimed at curbing suspected manipulation and improving investor protections in small‑cap names. The initiative, which follows a review of alleged pump‑and‑dump schemes, could raise the bar for new listings and add scrutiny for thinly traded issuers.

Source: SeekingAlpha


Microsoft nears deal with EU to avoid antitrust fines over Teams bundling

Microsoft is said to be close to an agreement with European regulators that would avert fines stemming from its bundling of Teams with Office. A settlement would cap a long‑running probe and provide clarity for customers and rivals amid intensifying Big Tech competition in workplace software.

Source: SeekingAlpha


Private markets swell: Carlyle unit amasses $20B for secondaries as wealth demand grows

Carlyle’s AlpInvest unit raised $20B for its latest secondaries strategy, highlighting sustained appetite for liquidity solutions in private equity. The milestone comes as large banks broaden access to private markets for wealthy clients, deepening the shift from public to private capital formation.

Source: SeekingAlpha


Oil slides on surprise U.S. crude build and potential OPEC+ output increase

Crude prices fell after U.S. inventories rose unexpectedly, with sentiment turning more bearish on signals OPEC+ could raise output. The combination of near‑term supply concerns and a softer macro backdrop pressured benchmarks across the energy complex.

Source: SeekingAlpha


Boerse Stuttgart launches pan‑EU blockchain settlement rail for tokenized assets

Germany’s Boerse Stuttgart unveiled Seturion, a blockchain‑based settlement platform designed to connect multiple venues and streamline cross‑border settlement of tokenized assets. Tested in ECB trials and already live with Switzerland’s BX Digital, the system supports public and private chains and aims to cut cost and friction for banks and brokers.

Source: Finance Magnates


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Business — September 5, 2025 | Briefing24