#AIShiftsToSoftware
About AIShiftsToSoftware
AI earnings shift the focus from hardware to software monetization. Nvidia and Marvell validated compute and networking demand; Marvell revenue rose 37% YoY and its next-quarter guidance beat expectations. CrowdStrike revenue grew 26%, net new ARR rose 51% to $333M and its full-year outlook increased. Salesforce and Okta also gained on results and guidance, while Synopsys fell. Focus is now on firms that turn AI spending into orders, recurring revenue and FCF. Share your view under this topic.
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Sprint vers 1 000 milliards de dollars de revenus pour l'exercice 2028 ? Nvidia enflamme les nouvelles attentes de Wall Street
Titre original : « Sprint vers 1 000 milliards de dollars de revenus pour l'exercice 2028 ? Nvidia enflamme les nouvelles attentes de Wall Street »
Auteur original : Zhao Ying, Wall Street Insights
Le dernier rapport financier de Nvidia a de nouveau secoué le marché, la direction prévoyant une croissance des revenus de plus de 70 % pour l'exercice 2028, bien au-delà des 45 % attendus unanimement par Wall Street. Plusieurs institutions telles que JPMorgan, Goldman Sachs et Bernstein sont unan
🚨 $MRVL BEAT — BUT AI BETA IS UNDER PRESSURE.
Marvell posted strong numbers: 📈 Revenue +37% YoY
🏢 Data Center +46%
🚀 FY27/FY28 outlook raised
Yet $MRVL fell ~8% pre-market, with $SNDK, $MU & $WDC also down.
Meanwhile, $NVDA & $AVGO held steady.
📌 The market may be rotating away from weaker AI plays while direct AI demand remains strong.
#WalshPolicyFramework #AIShiftsToSoftware #BTCOptionsExpiryTest
#财报观察员：AI demand spreads from hardware to software
Looking at this AI earnings season, there has been a quite important change.
Hardware companies like Nvidia and Marvell still have rock-solid data. Nvidia's Q2 revenue doubled, profits rose 126%, with data centers accounting for over 90% of revenue. Marvell's revenue grew 37%, and next quarter guidance exceeded expectations.
#WalshPolicyFramework #AIShiftsToSoftware #BTCOptionsExpiryTest
#财报观察员：AI demand spreads from hardware to software
Looking at this AI earnings season, there has been a quite important change.
Hardware companies like Nvidia and Marvell still have rock-solid data. Nvidia's Q2 revenue doubled, profits rose 126%, with data centers accounting for over 90% of revenue. Marvell's revenue grew 37%, and next quarter guidance exceeded expectations.#WalshPolicyFramework #AIShiftsToSoftware #BTCOptionsExpiryTest
🚨 $MRVL BEAT — BUT AI BETA IS UNDER PRESSURE.
Marvell posted strong numbers: 📈 Revenue +37% YoY
🏢 Data Center +46%
🚀 FY27/FY28 outlook raised
Yet $MRVL fell ~8% pre-market, with $SNDK, $MU & $WDC also down.
Meanwhile, $NVDA & $AVGO held steady.
📌 The market may be rotating away from weaker AI plays while direct AI demand remains strong.
#WalshPolicyFramework #AIShiftsToSoftware #BTCOptionsExpiryTest
🚨 MRVL JUST SENT A WARNING SHOT TO THE AI TRADE.
Marvell crushed expectations — yet the stock dropped nearly 8% pre-market. 👀
📈 Revenue: +37% YoY
🏢 Data Center: +46%
🚀 FY27/FY28 outlook: Raised
So why the selloff?
Because the market may be getting more selective with AI exposure.
$SNDK, $MU & $WDC are also under pressure, while AI heavyweights like $NVDA and $AVGO are holding up much better.
#DailyOrbit
🔥 AI’S NEXT BIG WINNERS MAY NOT BE SELLING CHIPS — THEY’RE SELLING SOFTWARE.
AI hardware proved one thing: companies are willing to spend billions to build the infrastructure.
Now comes the real test: are they willing to keep paying for the software?
Strong results from $CRWD, $CRM and $OKTA suggest the answer could be yes. 👀
The AI story may be shifting from GPUs and data centers to recurring software revenue.
#DailyOrbit
The next phase of AI may be less about the models themselves and more about how deeply they become integrated into everyday software.
that shift could create some interesting opportunities as companies adapt and new use cases emerge.
The real question is: Who benefits most from this transition?
#AIShiftsToSoftware
Marvell ($MRVL) just posted record revenue and raised long-term guidance, but the stock still fell.
The issue is margins. AI custom chips are growing fast, but lower-profit custom silicon is pressuring gross margin after a 220% 12-month rally.
🚨 AI STOCKS ARE GETTING A REALITY CHECK THIS MORNING.
The AI trade is still alive—but investors are becoming much more selective.
$SPY is barely higher, $QQQ is flat, while $SOXX is down 0.8% pre-market. With the 10Y yield at 4.69% and DXY near 99, higher rates are keeping pressure on high-beta tech.
And then there’s $MRVL. 👀
Marvell delivered strong numbers—$2.74B revenue, up 37% YoY, with Data Center revenue jumping #WalshPolicyFramework #AIShiftsToSoftware #BTCOptionsExpiryTest
🚨 MARVELL BEAT THE QUARTER… SO WHY IS $MRVL DOWN 8%?
That’s the real signal heading into Friday.
$MRVL delivered a strong quarter: $2.739B in revenue, up 37% YoY, with Data Center revenue jumping 46%. Management also raised its FY2027 and FY2028 revenue outlooks and still expects a major Custom acceleration starting in 2H FY2027.
Yet the stock is getting hit.
At 6:15am CT: $MRVL -8%
$SNDK -2%
$MU -2%
$WDC -1%
Meanwhile, the direct AI leaders are holding up:
#DailyOrbit