Nvidia, Marvell, Salesforce and peers draw retail attention after earnings

Retail investors talked up five hot stocks during the week (Aug.

24 to Aug.

28) on X and Reddit’s r/WallStreetBets, driven by retail hype, earnings, AI infrastructure momentum, and corporate news flow.

Nvidia Corp. (NASDAQ: NVDA ), Marvell Technology Inc. (NASDAQ: MRVL ), Salesforce Inc. (NYSE: CRM ), IREN Ltd. (NASDAQ: IREN ), and CrowdStrike Holdings Inc. (NASDAQ: CRWD ), semiconductor, cloud, AI, software, data centers, and cybersecurity, reflected strong retail interest.

Nvidia NVDA news this week centered on its second-quarter fiscal 2027 earnings, which showed revenue of $96.2 billion, up 106% year-over-year, beating estimates, and data-center revenue of $89 billion, up 117%, with adjusted EPS of $2.22.

The company guided for about $108 billion in third-quarter revenue and a bullish ~70% revenue growth outlook for fiscal 2028, far above analyst expectations of ~45%.

CEO Jensen Huang declared AI had reached an "inflection point," and it also announced an expanded AWS partnership to deploy an additional 2 million GPUs.

Retail investors were highly bullish on NVDA post-earnings and were expecting it to scale fresh record.

Source: Reddit The stock has traded in a 52-week range of $164.07 to $236.54, trading around $224 to $228 per share, as of the publication of this article.

It advanced by 25.54% over the year and 28.66% in the last six months.

The stock was up 22.24% year-to-date.

According to Edge Stock Rankings, NVDA was maintaining a strong price trend over the short, medium, and long terms, with a solid quality score.

Marvell Technology MRVL reported second-quarter fiscal 2027 results on Aug.

27, posting record revenue of $2.739 billion, up 37% year-over-year, slightly above guidance, and non-GAAP EPS of $0.94, a modest beat, driven by data-center strength, up 46% YoY.

It raised fiscal 2027 revenue guidance to roughly $12 billion, representing 45% growth, and fiscal 2028 to about $18 billion, with the third-quarter outlook of ~$3.15 billion.

However, the shares fell after-hours as management guided third-quarter non-GAAP gross margins to 57.5%—58.5%, representing a sequential drop from the second quarter’s 58.9%.

Additionally, investors focused on the timing of revenue from its recent major Google custom-AI-chip deal, which management said would have a bigger impact mainly from fiscal 2029 onward. — Some retail traders were mocking MRVL’s decline despite good results by comparing it to the Marvel Cinematic Universe.

Source: Reddit The stock had a 52-week range of $61.44 to $329.88, trading around $221 to $242 per share, as of the publication of this article.

It advanced by 222.84% over the year and rose 195.57% in the last six months.

The stock was up 184.13% YTD.

Edge Stock Rankings showed that MRVL had a strong price trend in the short, long, and medium terms, with a solid growth score.

Read Also: MRNA, SPCX, MSTR and More: 5 Stocks Investors Couldn't Stop Buzzing About This Week Salesforce CRM reported second-quarter fiscal 2027 results this week, with revenue of $11.35 billion, up 11% year-over-year, a slight beat, and adjusted EPS of $5.90, more than doubling and far above estimates.

The EPS was also boosted by a ~$2.53-per-share gain from its Anthropic investment.

It raised full-year revenue guidance to $46.1—$46.4 billion amid strong AI growth, and announced an expanded "Claudeforce" partnership with Anthropic integrating Claude models into Salesforce workflows, sending shares surging on Aug.

27 for one of the stock’s best day ever.

A few retail investors were considering taking some profit after CRM stock’s stellar gains.

Source: Reddit The stock had a 52-week range of $146.32 to $269.11, trading around $249 to $253 per share, as of the publication of this article.

It rose by just 0.76% over the year and 29.40% in the last six months.

The stock was down 4.85% YTD.

CRM maintains a strong price trend over the long, medium, and short terms, as per Edge Stock Rankings.

IREN IREN reported quarterly revenue of $137.2 million, which missed the consensus estimate of $142.32 million by 3.6% and was down from $187.3 million in the same period last year.

The company reported $4 billion of contracted annual recurring revenue (ARR) for 2026 capacity, with $1 billion ARR operating today.

IREN added that 2026 capacity is largely sold out.

It also reported a net loss of $684 million, driven by a ~$450 million non-cash impairment on decommissioned Bitcoin (CRYPTO: BTC) mining hardware.

It announced a new multi-year AI Cloud contract with an undisclosed frontier AI lab and $2.8 billion in additional GPU financing, including a $2.4 billion facility.

Few retail investors were disappointed after IREN’s post-earnings decline; a few also mocked the stock’s fall.