CrowdStrike and SentinelOne both look well-positioned heading into earnings.
Evercore said its AI channel checks related to Networking and Optics are positive for Nvidia (NVDA), Broadcom (AVGO), Astera, Marvell and Macom.
All eyes turn towards Nvidia Corporation as the company prepares to release its Q1 earnings results on Wednesday, May 28th (after the close). Preliminary channel checks suggest the AI megatrend is ...