stocks
Nvidia’s 70% Growth Forecast Reopens the AI Trade — but the Bottleneck Has Moved to Memory
Nvidia’s 70% revenue-growth forecast lifted chip and software stocks, while memory supply and component costs emerged as the next constraint.
Salesforce sells cloud software for customer relationship management, data, analytics and AI-assisted enterprise workflows. Founded in 1999 and headquartered in San Francisco, California, Salesforce, Inc. employs approximately 77,000 people.
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Nvidia’s 70% revenue-growth forecast lifted chip and software stocks, while memory supply and component costs emerged as the next constraint.