HomeIndustriesTechnologyNVDA & MRVL Will Stay Tech Winners; QCOM & GOOGL After Earnings

NVDA & MRVL Will Stay Tech Winners; QCOM & GOOGL After Earnings

Chris Versace gives his takeaways from Qualcomm (QCOM) earnings. He’s looking for more adoption of A.I. in PCs and cars and wants less reliance on Apple (AAPL). He also looks at Alphabet (GOOGL) sinking after earnings. “From a pick and shovel perspective,” Nvidia (NVDA) and Marvell (MRVL) will be the winners in this A.I. space, he says.

Morning Movers

06 Feb 2025

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