기술 전망

AI Stocks Weekly: Earnings Surprises, Big Deals & Bold Predictions in Tech’s Hottest Sector
 ·  ·  · 

AI 주식 주간: 실적 깜짝 발표, 대형 거래 & 기술 최고 분야의 대담한 전망

마이크로소프트의 Azure 매출은 전년 대비 39% 증가하여 예측치보다 약 5%포인트 높았으며, 이는 전체 분기 매출이 18% 증가하는 데 기여했으나 MSFT 주가는 8월 1일 약 1.8% 하락했습니다. 구글의 알파벳은 검색 광고가 12% 증가하고 클라우드가 32% 증가하면서 2분기 실적을 상회했으며, 2025년 자본 지출이 100억
9월 20, 2025

Technology News

  • Coppell Advisory Solutions LLC Takes New Stake in NVIDIA (NVDA) as Analysts Boost Targets
    December 15, 2025, 7:16 AM EST. Coppell Advisory Solutions LLC disclosed a new position in NVIDIA (NVDA) in its 2Q filing, purchasing 50,273 shares valued at about $7.93 million. The stake represents roughly 1.0% of Coppell's portfolio, making NVIDIA its 26th largest holding. Other institutions also added to or trimmed NVIDIA, including Harbor Asset Planning, Winnow Wealth, Spurstone Advisory Services, and EDENTREE Asset Management; Longfellow Investment Management increased its stake by 47.9%, to 207 shares worth about $33,000. Institutional ownership stands at about 65.27%. Analysts have raised targets: Stifel Nicolaus ($250), CICC ($228), Benchmark ($250), Melius ($320), and Citigroup ($270), with a Buy/Strong Buy consensus and an average target of $258.65. NVIDIA traded down around 3.3% after opening near $175.02; market cap remains near $4.25 trillion.