🔥 tech 핫 테마 분석

S-Class [CRWV] CoreWeave gains 19%, Nebius surges 34% in post-earnings neocloud rally

AI cloud giant CoreWeave jumped in premarket trading after reporting that its second-quarter revenue doubled on surging AI demand from hyperscalers.

[SSTK] Shutterstock stock rises after launching Claude content connector

S-Class [LVO] LiveOne signals path to $250M revenue over next 3 years as it highlights Netflix partnership and $6.3M adjusted EBITDA

S-Class [SMCI] Super Micro gives a big sales forecast, but analysts wonder how long the momentum can last

Super Micro Computer impressed Wall Street with its profitability trends and revenue projections, but some analysts aren’t sure that the momentum is sustainable.

[NVDA] Nvidia likely to see continued GB300 ramp ahead of Vera Rubin release: Susquehanna

[INTC] Intel's $20B capital raise likely removes overhang, UBS says

S-Class [NBIS] Neocloud and memory names lead tech rally as earnings boost investor confidence in AI