CrowdStrike
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Jim Cramer recommends buying Nvidia and CrowdStrike, up 1,400% and 875% since January 2023. Nvidia holds nearly 90% of AI accelerator sales and reported 106% revenue growth in Q2.
Rosenblatt Securities analyst Catharine Trebnick says securing autonomous agents is a major new opportunity as AI shifts from talking to acting, with rising demand for CrowdStrike and Palo Alto Networks products that track agents, identities and permissions. She argues more capable frontier models are more likely to strengthen established security platforms.
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