HomeTechHardwareMRVL's A.I. Standing Against NVDA, CRM Growth Rate Key
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MRVL's A.I. Standing Against NVDA, CRM Growth Rate Key

MRVL's A.I. Standing Against NVDA, CRM Growth Rate Key

Tech hardware and software take focus after markets close with Salesforce (CRM) and Marvell (MRVL) reporting earnings. Angelo Zino says "you've seen the worst" with Marvell, now expecting A.I. momentum to pick up. He weighs how the company's link to Amazon (AMZN) AWS can leverage it against Nvidia (NVDA). As for Salesforce (CRM), Angelo points to customer delays and a decelerating growth rate as headwinds it needs to overcome.

Morning Trade Live

03 Dec 2024

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