Editor's Note: With the Nasdaq posting its best month since November 2023, all eyes turn to CrowdStrike's Tuesday report and Broadcom's Thursday results. One company is fighting to prove its turnaround story, while the other rides the AI wave—but both could determine if tech's rally has legs or if investors are getting ahead of themselves.
Based on these events, one of our trusted partners just released this video presentation.
The man who predicted nearly every major AI winner has identified a small company with identical growth markers to early NVIDIA. If you've ever thought "I missed Nvidia, and I'll never get another chance like that," this presentation is for you.
-Investment Team
P.S. This opportunity won't last long as institutional investors are already taking notice. CLICK FOR FULL STORY >>
| Company | Report Date | Expected Revenue | Expected EPS | Key Focus |
|---|---|---|---|---|
| CrowdStrike | Tuesday | $1.104 billion | $0.65 | Turnaround momentum |
| Broadcom | Thursday | $14.99 billion | $1.56 | AI chip demand |
This week brings two of the most closely watched earnings reports in technology, as CrowdStrike and Broadcom take center stage in what many analysts view as a critical test for the sector's recent momentum. Following May's explosive 9.6% Nasdaq surge—the index's best monthly performance since November 2023—investors are looking for confirmation that the tech rally can sustain itself through the summer months. The timing couldn't be more crucial, with both companies representing different facets of the technology revolution.
CrowdStrike reports earnings Tuesday after disappointing investors with its last quarterly results, creating a high-stakes environment for the cybersecurity leader. The company cut 5% of its workforce in early May, adding pressure to demonstrate that its business fundamentals remain intact despite recent challenges. Some investors remain nervous heading into the report, particularly given the poor reception that many cybersecurity peers have received from Wall Street over the past several weeks. However, the company has proven resilient before, having survived and made what analysts called a "stunning recovery" after suffering a major global IT outage about a year ago.
Broadcom's Thursday night earnings report comes on the heels of Nvidia's strong results last week, which demonstrated continued robust demand for artificial intelligence products across the semiconductor industry. The company reported a remarkable 77% jump in AI-related revenue in its most recent quarter, with executives forecasting continued growth in that critical sector. Analysts are setting high expectations with consensus estimates calling for revenue of $14.99 billion and earnings per share of $1.56, reflecting confidence in the company's custom AI chip business. The report will largely focus on whether Broadcom can maintain its momentum in the rapidly expanding AI infrastructure market.
Nvidia and its powerful chips are the face of artificial intelligence.
But while everyone's patting Nvidia on the back for record earnings…
It's quietly moved on to the next phase of AI it plans to conquer…
Nvidia recently unveiled essential blueprints for this crucial $1 trillion pivot.
Click here now and find out about the three companies Nvidia absolutely needs to succeed in this vital new AI frontier.
The broader technology sector has staged a remarkable turnaround this month, with tech stocks tied to artificial intelligence especially benefiting from renewed investor confidence. This rally has helped push the S&P 500 roughly 6% higher in May, while the tech-heavy Nasdaq Composite climbed more than 9% during the same period. However, concerns are emerging that investors may be getting too complacent at a time when the S&P 500 is trading at a forward price-to-earnings multiple of roughly 21, about where it was at the start of the year when lofty valuations sparked pullback fears.
The contrast between these two companies highlights the current state of the technology sector, where artificial intelligence winners are soaring while other tech segments face more challenging conditions. CrowdStrike's consensus estimates call for revenue of $1.104 billion and earnings per share of 65 cents, numbers that will be scrutinized for signs of stabilization in the cybersecurity spending environment. Meanwhile, Broadcom's significantly larger revenue expectations reflect the outsized impact that AI infrastructure investments are having on semiconductor companies positioned in the right markets.
These two earnings reports represent a critical inflection point that could determine whether the recent tech rally extends into the traditionally volatile summer months or faces a reality check. Investors who can correctly anticipate the market's reaction to these results may position themselves advantageously ahead of what could be either a continuation of the current momentum or a significant sector rotation. The timing is particularly crucial given that these reports come just as institutional investors are reassessing their technology allocations following May's strong performance, creating an environment where early positioning could prove highly profitable for those who read the signals correctly.
Donald Trump just won the election resoundingly. And already, in the first few hours after the news, Bitcoin has skyrocketed. Hitting all-time highs on the first day after the election. But that’s just the start …
Juan Villaverde called the top and bottom of every crypto bull market since 2012. And he says 2025 could be the greatest bull market in crypto history. He believes Bitcoin will go to $150,000 — or more.
But there’s one coin he thinks could go even higher. It’s part of Trump’s special Project Crypto. His plan to make America “the crypto capital of the planet.” This could be his favorite coin.
And it’s definitely one of his vice president’s favorite. Click here to find out more about the coin that makes more than Bitcoin in the 2025 bull market.
It was only the second company ever to do so, after Apple.
And now Nvidia has it squarely in its sights.
Jensen Huang, Nvidia's CEO, has the AI juggernaut that could supplant Apple and become the world's most valuable company for the second time.
But here's the crazy thing…
Arijit Sengupta, founder and CEO of Aible, recently said this:
"We're maybe at 1% of where the AI adoption will be in the next two to three years."
That means, even though Nvidia has soared 198% last year alone…
It's still in the early innings.
Now, Nvidia has moved on to the next frontier of AI it intends to dominate.
And we believe the three companies partnering with Nvidia during this next stage of its AI supremacy are likely to benefit as well.
Learn more about Nvidia's "Silent Partners" today.
Oil just crashed 15% to four-year lows as OPEC+ floods the market with an extra 411,000 barrels per day. Wall Street analysts are panicking, slashing forecasts for the third straight month while institutional money flees energy stocks.
Tesla's CEO just made a stunning claim about the robotics market being worth trillions. Musk estimates demand for over 20 billion humanoid robots globally, combining consumer and industrial use cases.
Friday's US Steel rally was just the market pricing in the obvious - but what comes next is a multi-year infrastructure boom that most investors haven't calculated yet.
TechStockMovers.com, a brand under Market Insiders Media dba, operates under the parent company Sandpiper Marketing Group, LLC. Please be advised that TechStockMovers.com is not registered as an investment adviser or broker-dealer with the United States Securities and Exchange Commission or any state regulatory agency. We rely on the "publisher's exclusion" from the definition of investment adviser as set forth in Section 202(a)(11) of the Investment Advisers Act of 1940, as amended, as well as corresponding state securities laws. Consequently, TechStockMovers.com does not offer or provide personalized investment advice.
The information we provide is based on our opinions, statistical and financial data, and independent research of public information. Our materials are intended for informational purposes only, and no mention of a specific security in any of our content constitutes a recommendation to buy, sell, or hold that or any other security. Any information deemed to be investment opinion is impersonal and not tailored to the investment needs of any individual.
Please be aware that TechStockMovers.com does not promise, guarantee, or imply that any information provided through our websites, newsletters, reports, or printed material will result in profit or loss. We strongly encourage you to seek personal advice from your professional investment, tax, or legal advisors and to conduct your own due diligence and independent investigations before acting on any information we publish or making any investment decision. Only you and your professional advisors can determine the level of risk appropriate for you. Penny stocks, in particular, are inherently speculative investments, and you should be prepared to lose your entire investment.
Employees, owners, and/or writers of TechStockMovers.com may own positions in the equities, options, and/or securities mentioned in our content. However, no associated employees will intentionally engage in any transaction that directly or indirectly competes with the interests of our subscribers. TechStockMovers.com may be compensated for publishing information about companies referred to in our reports, newsletters, and websites, and we provide full disclosure of such compensation.
Furthermore, please note that any content marked as "Sponsor" may be paid for and is not endorsed or warranted by our staff or company. The content in our emails is for educational or entertainment use and is not a substitute for professional advice or an offer to buy or sell any securities. Neither the publisher nor the editors are registered investment advisors (RIA’s) and do not provide personalized counseling. Be sure to conduct your own careful research and consult with your advisors before taking any action based on our content. By opening our emails or clicking any links contained therein, you are reconfirming your opt-in status, which is part of your free subscription.
