🔥 tech 핫 테마 분석

[NBIS] Nebius stock jumps on reported compute price hikes

[GNRC] Generac soars as analysts see earnings upside from Amazon deal

[CRM] Salesforce expects $63B in revenue by 2030 as AI drives growth

S-Class [MU] Micron opens $2.75B India facility, eyes scaling chip production to hundreds of millions

S-Class [LITE] Why optical stocks Lumentum and Coherent were the day’s biggest S&P 500 gainers

Investors are looking further down the AI data-center supply chain for signs of demand amid concerns of a spending slowdown, one expert says.

S-Class [SMTC] Semtech climbs 11% as volatile run continues

S-Class [COHR] Coherent advances 7% amid optical sector strength