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Broadcom (AVGO) is expected to grow 80% year-over-year, says CFRA's Angelo Zino, though he tells investors to watch for entrenchment in the company's TPU business. Growth in that part of Broadcom's business is something he believes will extend its growth runway. Angelo adds that it's important existing customers like Alphabet (GOOGL) and Anthropic spend more with the Big Tech firm down the road.

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Broadcom (AVGO) earnings need to demonstrate sustained AI growth backed by a strong outlook, says Stephanie Walter of HyperFRAME Research. As the Big Tech firm expands its private cloud capabilities, she sees the test in VMware and its productivity and performance. Continued custom AI chip revenue is another factor Stephanie labels as important to bolster the company's software suite.

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LikeFolio's Megan Brantley highlights Five Below (FIVE) leveraging viral trends and a better in-store experience to drive foot traffic and outperform competitors like Dollar Tree (DLTR). Its push into higher-priced items and social media trend amplification sets it up for continued growth despite high expectations.

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Broadcom (AVGO) faces one obvious headwind in having Nvidia (NVDA) as a main competitor, says Vance Howard, though he's "cautiously optimistic" in its growth story. He says the bullishness depends on the call with leadership and expectations for custom AI chip revenue outlook. Mike Binger adds that there's opportunity for Broadcom due to the stock's valuation compression while still bolstering impressive earnings growth.

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It's a big start to September for Apple (AAPL) as John Ternus takes over as CEO ahead of its "Surprise and Shine" event on September 9. Josh Taves sees Ternus' tenure being one that focuses more on hardware than any prior company leader. He points to the Apple Watch as one product in particular that will become a hardware and software revenue stream for Apple. Josh also outlines how a foldable iPhone can offer a new innovation opportunity.

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Don Kaufman is focusing his Big 3 on "uncertainty" as crude oil prices and Treasury yields remains elevated. He focuses on the financial space through JPMorgan Chase (JPM) and the iShares 20+ Year Treasury ETF (TLT), along with a glimpse into the automobile space in General Motors (GM). Don offers example options trades for his picks while Rick Ducat offers insightful technical analysis into all three charts.

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JI Financial Strategies CEO Jim Iuorio expects the Federal Reserve to hold rates in September unless Friday's jobs report is unexpectedly strong. He also warns that rising oil prices could push the economy into recession.

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35% revenue growth "won't cut it" for Snowflake (SNOW) revenue, says Jack McRoskey as he looks ahead to the software giant's earnings after Wednesday's close. He explains why expectations for a stock rally are higher heading into this report as its tech becomes more integrated with the explosive growth in AI agents. Tom White turns to an example options trade for Snowflake's stock.

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Dell Technologies (DELL) rallied after posting a strong, AI-led earnings report. The rally lost some of its steam at the start of Wednesday's trading session but it's not wavering bullish Wall Street views on the stock. Marley Kayden takes investors through the key metrics in the report and analyst price target hikes pointing to a positive outlook for Dell. Prosper Trading Academy's Scott Bauer turns to an example options trade for the legacy tech company.

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Kevin Carter of EMQQ Global explains that AI is reshaping emerging markets, with TSMC (TSM), Samsung, and SK Hynix—his "Mag Three"—driving returns as the dominant "picks and shovels" providers. He also introduces EMQQ Global's Tigers product, offering U.S. investors exposure to China's open-weight LLMs like DeepSeek and Moonshot.

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