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Enterprise digital transformation and cloud-native workloads are fueling record revenues for established giants. Palo Alto Networks

: Remains the dominant leader in AI training accelerators and GPUs. Analysts maintain a "strong buy" with price targets near $250, citing expansion into edge devices and software. tech stocks to buy now

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: Gaining traction with next-generation accelerators like the MI450X, aiming to close the gap with NVIDIA. II. Cloud Infrastructure and Software tech stocks to buy now