동영상
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Inside AI: Jensen Huang Sees Resilient $3B+ AI Buildout by 2030 #shorts
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"Tech Trade Guilty Until Proven Innocent?" Examining NVDA Earnings' Ripple Effects
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Next NVDA Catalyst? Ryan Shrout on Earnings & Vera Rubin Expectations
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Nuclear Energy & Metals: Next Big Winners of AI Trade?
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Stock Market This Week: NVDA & CRM Rally on Earnings, PYPL Plunges #shorts
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Wall Street Waits for Kevin Warsh at Jackson Hole, MRVL Falls After Earnings
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"Very Promising Time" for NVDA, Margins & Memory Questions Linger
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AI Buildout "at Full Steam:" NVDA Earnings Lift Futures, CRM Integrating Claude
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Ways NVDA Will Address Memory & Energy Bottlenecks, Vera Rubin Questions
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EARNINGS PANEL: NVDA
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- 다시 불붙은 반도체 랠리…마이크론 15%·샌디스크 21% ’껑충’ By Assorted news 입력: 2026- 06- 26- 오전 07:41 0 QCOM+3.82% AMAT+13.42% SNDK+21.97% NVDA-1.64% MU+15.95%
- Super Momentum-4-4 AI Bottleneck Issue.. by. 미래에셋, 한종목.. 가장 핵심은 여기에.. p31.. ARM..(9984도 7천엔 넘겼다).. 메모리3사.. 걍 NVDA.
- 오라클 발표 이후의 섹터별 수익률 by Perplexity / ChatGpt * 브로드컴의 수익률이 NVDA보다 좋았다. * GPU의 공급 부족이 해소되고 있으며, 이를 집적시키는 수요가 더 많아지고 있다는 뜻일까? ARM Holdings (ARM): +9.87% ($140.80 → $154.70) Broadcom (AVGO): +9.77% ($336.67 → $369.57) NVIDIA (NVDA