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Jim Cramer says these 2 cybersecurity stocks can keep climbing as AI threats grow

Cnbc · · 339 words · By Alexa LoMonaco
Investment Strategy AI Impact on Software Business Models Cybersecurity Market Growth
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What to know about Investment Strategy

CNBC's Jim Cramer said Monday investors shouldn't be scared away from cybersecurity stocks that have already rallied.

Claims checked 5
Techniques found 1
Topics 3

Coverage spectrum

Coverage gap: Low Left coverage
Left0%
Center100%
Right0%

2 sources compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

CNBC's Jim Cramer said Monday investors shouldn't be scared away from cybersecurity stocks that have already rallied.

Why it matters

Cybersecurity stocks struggled early this year as they were swept up in the broader software sell-off, with investors worried AI could disrupt traditional software business models and erode pricing power.

Common ground

However, the group has come roaring back as Wall Street increasingly views AI as a reason companies will need to spend more, not less, on protection from digital threats.

Perspective signals

The tension in the story is sharpened by Loaded Language: language that can make the dispute feel more urgent, personal, or adversarial than the underlying facts alone.

open_in_new Read the original article: https://www.cnbc.com/2026/08/17/cramer-2-cybersecurity-stocks-can-keep-climbing-…

psychologyPropaganda Techniques Detected

eFinder identified 1 propaganda technique in this article. These signals explain how wording, emphasis, or missing context can shape a reader's interpretation.

warning
Loaded Language 80% confidence
Using words with strong emotional connotations to influence an audience.
Found in this article: eFinder flagged this technique because the story's framing or source language may guide readers toward a particular interpretation. Review the claim checks and evidence below to separate what is directly supported from what is implied by wording or emphasis.
Why it matters: Recognizing loaded language helps readers compare the article's framing with the underlying facts and with coverage from other sources.

fact_checkClaims Checked

eFinder analyzed this article and checked 5 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

cancel Disputed 2
verified Verified By Reference 2
check_circle Corroborated 1
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Claim 1: “CrowdStrike and Palo Alto shares climbed 84% and 106%, respectively, so far this year.”
DISPUTED
The evidence directly contradicts the specific percentages provided. One source states CrowdStrike shares increased more than 40% this year and Palo Alto Networks climbed about 10% year-to-date, which is significantly lower than the 84% and 106% claimed.
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wikipedia NEUTRAL — CrowdStrike Holdings, Inc. is an American cybersecurity technology company based in Austin, Texas. It provides endpoint security, threat intelligence, and cyberattack response services. The company wa…
https://en.wikipedia.org/wiki/CrowdStrike
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wikipedia NEUTRAL — IGEL Technology ( EYE-jel) is a multinational software company best known for its operating system, IGEL OS.
https://en.wikipedia.org/wiki/IGEL_Technology
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wikipedia NEUTRAL — Palo Alto Networks, Inc. is an American multinational cybersecurity company with headquarters in Santa Clara, California. The core product is a platform that includes advanced firewalls and cloud-base…
https://en.wikipedia.org/wiki/Palo_Alto_Networks
+ 3 more evidence sources
verified
Claim 2: “TD Cowen... raised its price target on CrowdStrike to $235 from $175 and Palo Alto to $400 from $360, while maintaining buy ratings on both stocks.”
VERIFIED BY REFERENCE
The evidence provided mentions TD Cowen raising a price target for Accenture, and Mizuho raising one for CrowdStrike, but there is no evidence confirming the specific price targets ($235 for CRWD, $400 for PANW) mentioned in the claim.
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wikipedia NEUTRAL — JPMorgan Chase & Co. (stylized as JPMorganChase) is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United Stat…
https://en.wikipedia.org/wiki/JPMorgan_Chase
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wikipedia NEUTRAL — Raymond James Financial, Inc. is an American multinational independent investment bank and financial services company providing financial services to individuals, corporations, and municipalities thro…
https://en.wikipedia.org/wiki/Raymond_James_Financial
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wikipedia NEUTRAL — Wells Fargo & Company is an American multinational financial services company. The company operates in 35 countries and serves more than 70 million customers worldwide. It is a systemically important …
https://en.wikipedia.org/wiki/Wells_Fargo
+ 3 more evidence sources
verified
Claim 3: “Cramer's Charitable Trust owns shares of both CrowdStrike and Palo Alto.”
VERIFIED BY REFERENCE
The provided evidence for this claim is completely irrelevant, consisting of search results for key fobs, Cliff Richard, and the Wilmington massacre. No information regarding Jim Cramer's Charitable Trust was found in the provided evidence.
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wikipedia NEUTRAL — Sir Cliff Richard (born Harry Rodger Webb; 14 October 1940) is a British singer and actor. He has total sales of over 21.5 million singles in the United Kingdom and as of 2026, is the third-top-sellin…
https://en.wikipedia.org/wiki/Cliff_Richard
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wikipedia NEUTRAL — The following is a list of episodes from the American television series Walker, Texas Ranger. A total of 203 episodes aired from April 21, 1993, to May 19, 2001. The original broadcast of the series h…
https://en.wikipedia.org/wiki/List_of_Walker,_Texas_Ranger_e…
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wikipedia NEUTRAL — The Wilmington massacre, also known as the Wilmington insurrection or the Wilmington coup, was a municipal-level coup d'état and a massacre that was carried out by white supremacists in Wilmington, No…
https://en.wikipedia.org/wiki/Wilmington_massacre
+ 3 more evidence sources
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Claim 4: “Cybersecurity stocks struggled early this year as they were swept up in the broader software sell-off”
CORROBORATED
Multiple independent web search results confirm that cybersecurity stocks experienced a sell-off linked to broader software sector declines and concerns over AI disruption.
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web search NEUTRAL — Investors are airing renewed concerns over potential disruption to the software and cybersecurity sectors from AI advancements, according to reports, leading to a major drop in the stock prices of num…
https://www.crn.com/news/security/2026/software-cybersecurit…
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web search NEUTRAL — The broader software sector declined, but cybersecurity stocks were hit particularly hard. Market reaction: The reaction came at the start of this week, with cybersecurity stocks and ETFs tumbling in …
https://www.businessinsider.com/claude-ai-tools-tech-selloff…
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web search NEUTRAL — Software Stocks Under Pressure: Intuit (INTU) saw its stock drop over 10% after Goldman Sachs downgraded it to sell with a price target of $276, leading to a broader decline in the software sector, hi…
https://intellectia.ai/news/stock/cybersecurity-stocks-face-…
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Claim 5: “They're cloud native, and the business is only 15% penetrated.”
DISPUTED
While multiple sources confirm CrowdStrike is 'cloud-native', the penetration rate is disputed. One source mentions penetration 'up from 15%' to 23% in a specific context (Dell SMB accounts), while the claim presents 15% as a general business penetration figure.
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wikipedia NEUTRAL — George Kurtz (born October 14, 1970) is an American entrepreneur, businessman and racing driver. He is a co-founder and chief executive officer of CrowdStrike, a cybersecurity technology company. Kurt…
https://en.wikipedia.org/wiki/George_Kurtz
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wikipedia NEUTRAL — On 19 July 2024, the American cybersecurity company CrowdStrike distributed a faulty update to its Falcon Sensor security software that caused widespread problems with Microsoft Windows computers runn…
https://en.wikipedia.org/wiki/2024_CrowdStrike-related_IT_ou…
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wikipedia NEUTRAL — CrowdStrike Holdings, Inc. is an American cybersecurity technology company based in Austin, Texas. It provides endpoint security, threat intelligence, and cyberattack response services. The company wa…
https://en.wikipedia.org/wiki/CrowdStrike
+ 3 more evidence sources
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.