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Jim Cramer names 5 investing themes and 13 stocks to buy, from AI chip equipment up over 100% to consumer names down more than 10%.

Cloudflare, Inc. (NYSE:NET) shares jumped more than 16% in pre-market trading on Friday after the company reported better-than-expected second-quarter financials and third-quarter guidance, reinforcing the view that demand for its networking and security products is ramping up. The company reported second-quarter adjusted earnings of 29 cents per share on revenue of $696.1 million, beating estimates […]

CrowdStrike shares have soared 106.4% in six months as Falcon Flex adoption surges, but premium valuation and slowing sales growth warrant caution.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.89%. September E-mini S&P futures (ESU26 ) are up +0.44%, and September E-mini Nasdaq futures...

Cybersecurity faces a new era as hackers automate attacks. The troubling trend brings serious implications for AI stocks.

In the closing of the recent trading day, CrowdStrike Holdings (CRWD) stood at $207.45, denoting a -1.15% move from the preceding trading day.

A wave of sophisticated cyberattacks has targeted several of Wall Street’s most prominent money managers in recent days, highlighting the growing threat posed by artificial intelligence-enabled fraud, Bloomberg reported. The hackers attempted to breach information systems at major hedge funds—including Two Sigma Investments, Citadel, and Point72 Asset Management—as well as several private equity firms, according to people familiar with the matter who spoke to Bloomberg on the condition of anonym

Investors have plenty of reasons to be uncertain right now. But that has not wholly shaken companies' faith in their ability to deliver strong earnings growth this year.

CrowdStrike has notably outperformed the broader market over the past year, and analysts are moderately optimistic about the stock’s prospects.

CrowdStrike Holdings stock has delivered a very large 3 year return, yet its current valuation checks lean expensive rather than cheap. For investors, the question is whether recent enthusiasm around AI driven cybersecurity is already fully reflected in the price. CrowdStrike Holdings has returned about 4.6x over the past 3 years, which puts extra focus on whether the current share price leaves much room for error. Growing reliance on CrowdStrike's Falcon platform in AI heavy security use...

Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) jumped 3.8% in the afternoon session after the company released its 2026 Threat Hunting Report, which found that AI is now embedded across modern adversary operations, and announced that its Fal.Con 2026 conference sold out at a record pace.

The average brokerage recommendation (ABR) for CrowdStrike (CRWD) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

ZS' record-large deal activity is fueled by Zero Trust adoption, AI protection, platform consolidation and surging Z-Flex contract value.

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) said on August 3 that a North Korea-linked adversary injected a malicious dependency into at least 131 Mastra AI framework packages on npm (Node Package Manager). Microsoft Corporation (NASDAQ:MSFT) owns GitHub, which acquired npm in 2020 and operates the registry at the center of the attack chain. This was a developer-supply-chain […]

D.A. Davidson Head of Technology Research Gil Luria joins Market Domination Overtime to discuss Palantir's (PLTR) strong second-quarter results and explain why he believes the AI leader is the "best" publicly traded technology company.

As artificial intelligence shifts from training toward inference, Cerebras Systems is uniquely positioned to capture significant market share.

Cybersecurity stocks have shrugged off AI fears. The Amplify Cybersecurity ETF is a diversified way to play the sector.

Artificial intelligence is fueling a surge in demand for advanced cybersecurity tools.

Investing.com -- The software sector is catching a major tailwind today, fueled by a noticeable rotation out of semiconductor stocks and into high-growth enterprise tech. Microsoft’s (NASDAQ: MSFT) strong pre-market rally—driven by a massive $90 billion Q4 print and 43% Azure growth—has ignited a broader bid across the iShares Expanded Tech-Software Sector ETF.

Software stocks help power the market higher after President Donald Trump says he will restart talks with Iran.

Palo Alto Networks, Inc. (NASDAQ:PANW) and CrowdStrike Holdings, Inc. (NASDAQ:CRWD) are part of the cybersecurity sector, which Cramer has been a fan of. The former’s shares are up by 91% while the latter’s stock has gained 67% over the past year. In his Monday morning appearance, Cramer briefly commented on the firm’s support for the Open […]

You bought a diversified fund, but you may have quietly inherited a concentrated position in one very stretched technology stock.

Tech Edge hosted a fireside chat on July 27 at Nasdaq MarketSite with David Gerry, Chief Executive Officer of Bugcrowd. The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed why AI is transforming cybersecurity by empowering both attackers and defenders, how the company combines AI with its global community of ethical hackers […] The post AI Transforming Cybersecurity: Bugcrowd CEO David Gerry, Live at Nasdaq appeared first on ExecEdge.

CrowdStrike Holdings recently reported fiscal Q1 2027 revenue of US$1.39 billion and ending annual recurring revenue of US$5.51 billion, while attracting growing institutional interest and highlighting plans to use stock and debt for acquisitions in AI-focused cybersecurity. The company is gaining momentum as customers consolidate multiple security tools onto its Falcon platform and as analysts highlight its AI, next-gen SIEM, and platform strengths amid heightened attention following recent...

A substantial stock rally has investors asking whether it's backed by real business fundamentals and, if so, whether the shares still have room to run or are now fully valued.

The cybersecurity company's earnings were so good the stock is set to join the exclusive club of S&P 500 names to double in 2026.

Meta (META) and Microsoft (MSFT) both reported quarterly earnings on Wednesday. Moor Insights & Strategy founder, CEO, and chief analyst Patrick Moorhead and Futurum CEO Daniel Newman share their outlook for Big Tech and the "formidable" AI trade.

Jim Cramer just told a caller with a compelling Cerebras bull case that he liked their logic, then put his money somewhere else entirely. The stock he chose surprises almost everyone betting on pure-play AI inference winners right now.

The OpenAI cyberattack brought Palo Alto stock and CrowdStrike into focus amid the "unprecedented" Hugging Face break-in.

CrowdStrike stock is in focus on a bullish Loop Capital research note. Here’s why the firm remains positive on CRWD shares.