🔥 tech 핫 테마 분석

[FICO] Fair Isaac rallies 11%, rebounding from recent selling

[SNAP] A massive trade just happened in surging shares of Snap

Options traders bet on 30% rally in Snap

[LRCX] Lam Research, TI and Western Digital are likely to post strong results, guidance: UBS

[WULF] TeraWulf gets a new Buy rating at TD Cowen

[AI] C3.ai upgraded by Northland Capital to Outperform

[MSFT] Microsoft hits a big milestone that solidifies its revival

Microsoft has reclaimed a $4 trillion market cap in intraday action Monday — and fresh records are in sight.

[MSFT] Microsoft to rely more on homegrown AI chips, reducing dependence on Nvidia

By increasingly counting on its own chips, Microsoft stands to expand margins and bolster its AI stack.