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
SHARE