Veytics Intelligence
2026-09-23 · NASDAQ

Not Palantir. Not Micron. The $325 Billion Nvidia Partner That Jim Cramer Just Called a "Must Buy" Stock

Key Points Jensen Huang says cybersecurity is the next major use case for artificial intelligence. Cybersecurity is one of the more compute-intensive uses of AI because the inference workloads must run continuously. CrowdStrike brings its powerful Falcon platform to the partnership, while Nvidia brings accelerated computing and its Nemotron family of models. 10 stocks we like better than CrowdStrike › Investors have spent the last two years defaulting to the same stocks as proxies for the artificial intelligence (AI) trend. Palantir Technologies (NASDAQ: PLTR) has emerged as a dominant force in enterprise software, while memory names like Micron Technology (NASDAQ: MU) have come to represent the ongoing infrastructure build-out.

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