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
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Technology News
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Jim Cramer Says Apple Hasn't Missed AI, Sees AI Tailwinds for AAPL November 23, 2025, 2:54 AM EST. Jim Cramer has repeatedly defended Apple in 2025, arguing the company still boasts the best pure product set and has not missed AI. As the market worried about delays to AI initiatives and Siri, Cramer urged patience, noting Apple's staged rollouts and potential to generate AI tailwinds. He even quipped that one company could be paid for missing AI while Apple stands to benefit. The piece acknowledges Apple's potential but emphasizes that some AI stocks may offer greater upside with limited downside. It also plugs a call to action for a free report on the best short-term AI stock while noting this article comes from Insider Monkey.
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US considers allowing Nvidia H200 chips to China, fueling policy debate November 23, 2025, 2:52 AM EST. Bloomberg reports that US officials are in early talks to allow Nvidia to sell its H200 AI chips to China, a potential shift in export controls. The H200 sits on the Hopper architecture, with higher-end Blackwell coming later; current shipments to China are limited to the degraded H20. The discussions reflect a policy tug-of-war: some believe allowing higher-end chips would keep China tethered to US technology and offer a strategic advantage, while others warn it could boost Chinese military AI capabilities. Nvidia CEO Jensen Huang has pushed for any sale; the Trump administration has shown openness in discussions. If sanctioned, China would gain access to more capable, globally important AI chips from a major supplier.
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Massachusetts Debates iGaming Expansion as Regulators Weigh Addiction Risks and Revenue November 23, 2025, 2:48 AM EST. At a parliamentary hearing, former Lowell state representative David Nangle testified against proposed internet gaming (iGaming) legislation, warning that legalizing online casino gambling could fuel addiction. Nangle, who served prison time on campaign-finance and debt-related charges, argued that iGaming is not progress but a gateway to harm. Lawmakers, including Rep. David Muradian Jr., introduced H 4431 to regulate internet gambling, allowing the state's three casinos-Plainridge Park, MGM Springfield, and Encore Boston Harbor-to offer up to three online brands or skins apiece under the purview of the Massachusetts Gaming Commission. The bill would set age limits, geolocation, and verification requirements to bring online gambling out of the shadows. Meanwhile, the state's iLottery efforts and ongoing policy debate leave questions about how far to expand gaming and whether new revenue would offset costs without raising taxes.
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Black Friday Week Deals: Galaxy Watch 8 from $280, Z Fold 7 $400 Off, Nothing Headphone at New Low November 23, 2025, 2:46 AM EST. Samsung's Black Friday week drops bring Galaxy Watch 8 starting at $280, Galaxy Z Fold 7 slashed by $400, and Galaxy S25 Ultra down $350. Prices reflect some of the lowest straight cash discounts since release, with each model widely available from Samsung and retailers. The OnePlus sale follows with up to $200 off phones and other gear like Watch 3 (43mm) and Buds Pro 3, plus Pad 3 at $120 off. Google's Pixel deals surface: Pixel Watch 4 up to $100 off and Pixel 10/10 Pro up to $300 off. The Nothing Headphone (1) hits a new low, and many Samsung monitors see as much as 52% off. Check the listings for availability and eligibility.
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What to Know About Trump's Plan to Block State AI Regulations November 23, 2025, 2:44 AM EST. President Donald Trump is exploring an executive order to pressure states to stop regulating AI and to withhold federal funding or sue to block state laws. The draft order would spur a lighter, nationwide framework to override state AI rules. Some in Congress seek a temporary block on state AI laws. Proponents say current state regulations risk stifling innovation and could lag behind rapid tech advances. Critics warn it would shield big AI firms from scrutiny and undermine civil liberties, data privacy, and consumer protections. So far, Colorado, California, Utah, and Texas have enacted targeted AI measures on transparency and risk assessments; other rules ban deepfakes in elections or govern government use of AI. The draft order is not final.