The big lesson from this week's earnings: The AI buildout is not a zero-sum game
Reported by CNBC · cnbc.com · August 29, 2026
Salesforce, CrowdStrike, and Nvidia all faced major tests with investors and crushed expectations.
What the tape says
What to watch: Monitor chip inventory cycles — overhang periods precede sharp upside moves in semis.
Market reaction today: $CRM -1.97%, $NVDA +0.84%, $CRWD -0.87%
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