Retail Investors Flock to NVDA, MRVL, CRM, and CRWD Amid AI Momentum
This week saw strong retail interest in five stocks, driven by earnings, AI infrastructure momentum, and corporate news flow. Nvidia Corp. (NVDA) reported second-quarter fiscal 2027 earnings that beat estimates, with revenue of $96.2 billion, up 106% year-over-year. The company guided for about $108 billion in third-quarter revenue and a bullish ~70% revenue growth outlook for fiscal 2028.
Nvidia CEO Jensen Huang declared AI had reached an 'inflection point,' and the company announced an expanded AWS partnership to deploy an additional 2 million GPUs. Retail investors were highly bullish on NVDA post-earnings, with some expecting it to scale fresh records.
Marvell Technology Inc. (MRVL) reported record revenue of $2.739 billion in its second-quarter fiscal 2027 results, up 37% year-over-year. However, the shares fell after-hours due to guidance on third-quarter non-GAAP gross margins and the timing of revenue from a recent major Google custom-AI-chip deal.
Salesforce Inc. (CRM) reported second-quarter fiscal 2027 results with revenue of $11.35 billion, up 11% year-over-year, slightly beating estimates. The company raised full-year revenue guidance to $46.1, $46.4 billion amid strong AI growth and announced an expanded 'Claudeforce' partnership with Anthropic.