Portfolio Manager Trims Position After 80 Rally Since April Initiation Morgan Stanley Adjusts Palo Alto Networks PANW Price Target Amid Evolving Demand Trends Lindsey Column Highlights AIs RealityBending Impact Truth Stranger Than Fiction Googles AI Chip Expansion May Pressure Nvidia and Cloud Rivals CoreWeave and Nebius SK Hynix Surpasses 1 Trillion Market Cap as AI Demand Drives Chip Rally Lowes Signals Caution as Consumer Spending Patterns Shift Quantinuum Sets IPO Terms Quantum Computing Company Targets Nearly 13 Billion Valuation