🔥 tech 핫 테마 분석

[MU] Micron expects fiscal Q1 revenue of $61.5B ±$1.5B as it raises fiscal 2027 CapEx plans amid tighter 2027-2028 supply-demand

[MU] Micron signals demand visibility into 2028 with 75% of FY2027 shipments committed and 35% of sales under SCAs by 2030

[MU] U.S. stock futures rise following upbeat Micron earnings

[MU] Micron rises as Q4 results, guidance top estimates

[MU] Micron beats on revenue and earnings as global memory shortage continues

Micron is up over 500% in the past year as the company benefits from soaring AI demand.

[META] Meta stock enjoys best month since 2022 on AI momentum

Meta stock had its best month in almost four years as investors cheer the social media giant's recent momentum in artificial intelligence.

[GOOGL] Google rolls out Gemini 4 Argon, its most advanced AI model

Gemini 4 Argon is Alphabet's most advanced model yet, with major coding, cybersecurity, and complex professional work improvements.