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AI & Enterprise

Security stocks jump on AI attack fears; CrowdStrike, Palo Alto hit record highs

Shares of CrowdStrike and Palo Alto Networks rose more than 5 percent on Aug. 10, both hitting record highs. Buying spread across the sector as demand for AI security tools grew, CNBC reported. BTIG said AI agents are reshaping the threat landscape and the attack environment has worsened, while adoption of AI security tools remains early. BTIG raised price targets for Palo Alto, CrowdStrike and Rubrik.

AI & Enterprise

AI lead stock rotation puts memory, CPU and fiber optic firms in focus

AI infrastructure investment enthusiasm led by Nvidia is spreading quickly to a wider range of hardware companies, CNBC reported. This week, shares of AMD and Intel rose about 25% each, Micron gained more than 35% and Corning climbed about 20%. All four have more than doubled this year. Intel has risen more than 200%, while Nvidia is up 16%. Analysts also highlighted strong momentum in memory and CPUs, while warning of potential corrections.