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Decoding Palo Alto Networks's Options Activity: What's the Big Picture?
Decoding CrowdStrike Holdings's Options Activity: What's the Big Picture?
How did the AI bubble get "blow up" by tech companies?
Analysis believes that cloud computing giants increase not only the revenue of their cloud platform but also the valuation of chip companies by investing in AI startups and requiring them to develop models on their own cloud platform. Currently, large-scale cloud platforms support half of Nvidia's datacenter revenue. Once this investment cycle ends, Nvidia's growth engine may be severely affected.
CrowdStrike Holdings Analyst Ratings
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Looking At Palo Alto Networks's Recent Unusual Options Activity
Palo Alto Networks Analyst Ratings
After a volatile week, Goldman Sachs reevaluates AI stocks: high-quality companies are very attractive.
Goldman Sachs pointed out that even though the market is tired of AI concept stocks, high-quality AI stocks are still attractive as these companies have strong technical foundations, market positions, or growth potential in the AI field. In addition, Nvidia's financial report, which will be released at the end of this month, may have a major impact on the entire AI market.
Shopify, Palantir And Uber Are Among Top 10 Large Cap Gainers Last Week (Aug 4-Aug 10): Are The Others In Your Portfolio?