🔥 tech 핫 테마 분석

[AVGO] Broadcom in talks for $50B+ financing deal to fund OpenAI's custom chips

[APLD] Applied Digital targets 3.5 to 4 GW by end of 2030 as it expects over 600 MW to enter service in the next 12 months

[NVDA] Microsoft and Nvidia are teaming up on a supercharged AI laptop

Powered by Nvidia’s RTX Spark chip, the latest Windows laptop is designed to run AI models and workloads directly on the device.

[MU] Micron’s ridiculously cheap stock could triple from here, according to this analyst’s math

A D.A. Davidson analyst thinks investors aren’t properly appreciating the company’s growth potential or the impact of an upcoming buyback program.

[FICO] FICO to cut workforce by ~15% as part of restructuring, AI integration - report

[ONDS] Ondas secures over $165M in contract since last order update

[U] Unity Software surges on Google AI gaming partnership