🔥 tech 핫 테마 분석

[DSP] Viant Technology Non-GAAP EPS of $0.12 in-line, revenue of $104.25M beats by $4.2M

[NVDA] Nvidia taps Wall Street for $500 billion financing. CEO Jensen Huang tells CNBC AI chips now 'investable asset'

The capital package highlights the growing role of private capital in financing the costs of the artificial intelligence boom.

S-Class [RUM] RUM Group generates record revenue, sees $3B opportunity from Quake AI

[RIOT] Riot jumps as Q2 revenue beats analyst expectations, landmark data center lease announced

[VREX] Varex Imaging Non-GAAP EPS of $0.31 beats by $0.11, revenue of $210.5M misses by $5M

[MU] This Nvidia change could spell good news for Micron

An analyst says that Nvidia’s move to downgrade some chip capabilities could end up boosting consumption of high-bandwidth memory.

[SIMO] Silicon Motion Technology GAAP EPADS of $5.97, revenue of $793.11M