Microsoft rises 3% as Broadcom falls 4% in CNBC Investing Club recap

  • Federal Reserve expectations supported stocks as Treasury yields declined Thursday.
  • Broadcom fell more than 4% despite raising its AI revenue outlook to $115 billion.
  • Microsoft began reporting Azure revenue as part of a shift to two operating segments.

U.S. stocks rose Thursday as Treasury yields declined and investors became more optimistic that the Federal Reserve would leave interest rates unchanged at its Sept. 16 decision. Fed Governor Christopher Waller said he would lean toward holding rates steady barring surprises in upcoming inflation data, while CME FedWatch showed the probability of a September hike falling to around 50% from 63% on Wednesday. Jim Cramer said the session demonstrated how bond-market movements can influence stocks. Microsoft shares gained more than 3% after the company said it would begin disclosing quarterly Azure revenue, increasing transparency as it reorganizes its reporting segments. Broadcom shares dropped more than 4% despite beating third-quarter expectations; its fiscal 2026 fourth-quarter revenue guidance missed expectations, although it lifted its artificial-intelligence revenue outlook to $115 billion from $100 billion. The CNBC Investing Club had halved its Broadcom position the previous week and would consider buying shares again at $310, according to Cramer. Thursday's rapid-fire stocks included Snowflake, Campbell's, Hewlett Packard Enterprise, Five Below and Tyson Foods.

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Microsoft rises 3% as Broadcom falls 4% in CNBC Investing Club recap - CoinPost Terminal