The (https://www.cnbc.com/2026/08/11/spacex-shares-can-double-morgan-stanley-says-.html) pivoting toward Cursor AI acquisition is textbook narrative inflation. But here's what the Valuation Analyst flagged that matters: if Nvidia is pushing open-source models to compress proprietary GPU margin, the real pain spreads upstream to cloud infrastructure vendors who locked in capex cycles last year. CRWD posted net margins collapsing from 24% to 19% over the last

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