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.
CrowdStrike provides cloud-delivered endpoint, identity and security-operations software built around its Falcon platform. Founded in 2011 and headquartered in Austin, Texas, CrowdStrike Holdings, Inc. employs approximately 10,000 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.