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Truist raised the Target Price for CrowdStrike to $385.
Truist: Raised CrowdStrike's Target Price from $375 to $385, maintaining a "Buy" rating. (Gelonghui)
Where is the next AI Trade? Morgan Stanley: Discover Alpha from the 'AI Diffusion Rate'.
Analysts believe that the diffusion rate of AI will continue to drive excess returns, with the Software Sector potentially outperforming the Semiconductors Sector due to the widespread adoption of AI agents. As the diffusion rate increases, the Financial Sector may present significant trading opportunities similar to those of AI Electric Power.
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