Cory Johnson says the A.I. giant needs to share more information on Nvidia's (NVDA) Blackwell shipments, data centers, and power management. As for Palo Alto Networks (PANW), he discusses how the company's transition will impact its earnings. Cory highlights other rising stars in A.I. looking to take a piece of Nvidia's market share, from those in the IPO process, to AMD Inc. (AMD).