HomeMarketsEarningsSMCI Success Tied to NVDA, INTC 18A Tests & 'Biggest Competitor' for OKTA
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SMCI Success Tied to NVDA, INTC 18A Tests & 'Biggest Competitor' for OKTA

SMCI Success Tied to NVDA, INTC 18A Tests & 'Biggest Competitor' for OKTA

Ahead of Okta Inc.'s (OKTA) earnings, Ryan Shrout with Futurum says the biggest headwinds will be competition as cybersecurity becomes "more complicated." He adds that Crowdstrike (CRWD) will not be the company's "biggest competitor." In other tech news, Ryan says it "makes sense" for Broadcom (AVGO) and Nvidia (NVDA) to test Intel's (INTC) 18A process. He also discusses Supermicro's (SMCI) tie to Nvidia as critical for the company's outlook.

Next Gen Investing

03 Mar 2025

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