May 25, 2026
Who is Behind Nvidia’s Trillion-Dollar Robot
Featured: Salesforce and Marvell Report Wednesday.
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FEATURED
Salesforce and Marvell Report Wednesday.
Wednesday, May 27 is one of those after-the-close doubles where the tape can change its mind fast. Salesforce (CRM) and Marvell (MRVL) report the same night, and the market is basically asking one question: is “enterprise AI” turning into durable dollars, or are we still paying for the story?
MRVL is the cleanest “AI infrastructure beneficiary” chart in my watchlist right now. That’s also the problem.
Coming out of last quarter, Marvell printed record revenue of $2.22B (+22% YoY) and non-GAAP EPS of $0.80 (vs $0.71 consensus). Data center was $1.65B – 74% of revenue – and FY2026 data center revenue topped $6B (+46% YoY). Gross margin is sitting around 59%. Real business. Real margin structure.
But here’s where I’m at: the stock has run hard since the March print and is sitting near the top end of its post-earnings range. Expectations aren’t “good.” They’re “don’t you dare hiccup.” If guidance even hints at hyperscaler timing wobble, you can get a totally rational 10% down day that feels irrational in the moment.
Quick tangent, but it matters: the market is weirdly forgiving on capex (chips, racks, power). It gets way less forgiving when the monetization is squishy.
That’s why CRM is interesting. It’s down about 30% YTD, sentiment has been messy, and the multiple compressed. Yet the last quarter wasn’t broken: Q4 FY2026 revenue was about $11.2B (+12% YoY) and EPS came in at $3.81. They also returned roughly $14B to shareholders in FY2026, basically all free cash flow.
The whole night probably pivots on whether Agentforce commentary sounds like a product… or a slide deck. If they can pair steady revenue (they guided Q1 FY2027 to $11.03–$11.08B) with anything resembling accelerating AI bookings, a relief move makes sense.
- MRVL: guide, margins, and any “pull-forward” language from hyperscalers
- CRM: revenue + the tone on Agentforce adoption (especially expansions)
- Both: do they sound confident, or careful?
Worth a look: I’m treating Wednesday as an expectations audit, not a prediction contest. The prints are the catalyst, but the positioning is the real story.
