Jack of All Trades: High Stakes 12.02.2025
Marvell's AI surge—record $2.08B revenue (+37%), $0.76 EPS beat, and $3.25B Celestial AI acquisition —while CrowdStrike posted recovery quarter with $1.23B revenue (+22%), $0.96 EPS crushing $0.59 estimate, and record $265M net new ARR (+73%) reaching $4.92B.