Cloud AI platform SNOW posted a 31% YoY increase in enterprise contracts, suggesting strong demand for predictive analytics tools. Investing in AI data warehousing could benefit from sector-wide valuation upgrades, particularly as forward P/E ratios align with high-growth industry norms. Lynch, remaining in reflective mode, talked about something else he has been quoted as having said: that investors have lost far more money preparing for corrections or trying to anticipate corrections than in actual corrections. Similarly, in the economy, everyone, including the experts, is often wrong — for instance, two years back, in widely forecasting a recession in 2024 . “I think,” Lynch joked, “economists have predicted 33 of the last 11 recessions.” Keithen Drury has positions in Alphabet, Amazon, Meta Platforms, and Nvidia. The Motley Fool has positions in and recommends Alphabet, Amazon, Apple, Meta Platforms, Microsoft, and Nvidia. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy . AI cybersecurity leader CRWD reported a $0.12 EPS beat and 21% subscription revenue growth YoY. Investing in AI security platforms looks favorable with high gross margins (~77%) and accelerated client adoption among Fortune 500 firms, indicating potential for sustained multi-year growth.
