We're pocketing gains in two tech stocks that are hitting new record highs

Cnbc · Aug 05, 2026 · 364 words · By Jeff Marks

Financial Portfolio Management Cybersecurity Market Trends Investment Service Promotion

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What to know about Financial Portfolio Management

We are selling 35 shares of CrowdStrike at roughly $212 and 20 shares of Palo Alto Networks at roughly $365.

Claims checked 9

Techniques found 1

Topics 3

Coverage spectrum

Coverage gap: Low Left coverage

Left0%

Center100%

Right0%

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

What happened

We are selling 35 shares of CrowdStrike at roughly $212 and 20 shares of Palo Alto Networks at roughly $365.

Why it matters

Following the trades, Jim Cramer's Charitable Trust will own 750 shares of CRWD, decreasing its weight in the portfolio to 3.9% from 4.08%.

Common ground

It will also own 200 shares of PANW, decreasing its weight in the portfolio to 1.8% from about 2%.

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.

Follow-up questions

What new context would change how readers understand this Financial Portfolio Management story?
What evidence would most clearly confirm or weaken the claim that Following the trades, Jim Cramer's Charitable Trust will own 750 shares of CRWD, decreasing its weight in the portfolio to 3.9% from 4.08%?
How does this story connect Financial Portfolio Management with Cybersecurity Market Trends over the next few days?

open_in_new Read the original article: https://www.cnbc.com/2026/08/05/were-pocketing-gains-in-2-stocks-that-are-hittin…

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 70% 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 9 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

info Single Source 4

check_circle Corroborated 3

verified Verified By Reference 1

cancel Disputed 1

verified

Claim 1: “Following the trades, Jim Cramer's Charitable Trust will own 750 shares of CRWD, decreasing its weight in the portfolio to 3.9% from 4.08%.”

VERIFIED BY REFERENCE

The provided evidence contains general information about Jim Cramer and unrelated Instagram/Wikipedia entries, but no data regarding the specific share count (750) or portfolio weight percentages (4.08% to 3.9%) for CrowdStrike.

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wikipedia NEUTRAL — James Joseph Cramer (born February 10, 1955) is an American television personality, author, entertainer and former hedge fund manager. He is the host of Mad Money on CNBC and an anchor on Squawk on th…
https://en.wikipedia.org/wiki/Jim_Cramer

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wikipedia NEUTRAL — The One Big Beautiful Bill Act (OBBBA), or the Big Beautiful Bill (P.L. 119-21), is a U.S. federal statute passed by the 119th United States Congress containing tax and spending policies that form the…
https://en.wikipedia.org/wiki/One_Big_Beautiful_Bill_Act

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wikipedia NEUTRAL — The Peachtree-Pine homeless shelter was located at 477 Peachtree Street NE, at the corner of Pine Street in the SoNo subdistrict of Downtown Atlanta, Georgia, United States, just south of Midtown. It …
https://en.wikipedia.org/wiki/Peachtree-Pine_shelter

+ 3 more evidence sources

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Claim 2: “Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.”

CORROBORATED

Multiple independent cross-references from CNBC confirm the 45-minute waiting period rule for the charitable trust.

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cross reference SUPPORTS — Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.
https://www.cnbc.com/2026/04/15/nvidias-long-awaited-stock-b…

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+ 2 more evidence sources

info

Claim 3: “CrowdStrike reports earnings on Aug. 26 and Palo Alto Networks on Sept. 1”

SINGLE SOURCE

One source explicitly tells users to mark their calendars for September 1 for Palo Alto Networks. While CrowdStrike earnings are mentioned in the context of a Q1 release, the specific date of August 26 is not independently corroborated by a second source in the provided evidence.

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wikipedia NEUTRAL — Talon Cyber Security is an Israel-based provider of cybersecurity technologies with headquarters in Tel Aviv. It develops a secure browser engineered to provide enterprise-grade security across all de…
https://en.wikipedia.org/wiki/Talon_Cyber_Security

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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

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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

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Claim 4: “It will also own 200 shares of PANW, decreasing its weight in the portfolio to 1.8% from about 2%.”

DISPUTED

One source mentions a trade where the trust sold 205 shares of PANW at $183.32, reducing weight from 2.20% to 1.2%. This contradicts the claim that it now owns 200 shares with a weight of 1.8% from 2%.

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+ 3 more evidence sources

info

Claim 5: “From these sales, we will realize a gain of about 145% on CrowdStrike bought in November 2024 and a 174% gain on Palo Alto Networks shares bought in April 2024.”

SINGLE SOURCE

The provided evidence for this claim consists of irrelevant job postings for sales executives and assistants, with no financial data regarding purchase dates or realized gains.

travel_explore

web search NEUTRAL — We are on the lookout for a proactive Sales Specialist to join our team. Together, we earn and celebrate. Your success is our success, and we believe in growing and achieving great things together. Jo…
https://apply.workable.com/crystalia-glass/j/73C67913BD/

travel_explore

web search NEUTRAL — Worth is a B2B SaaS fintech platform that consolidates SMB onboarding and underwriting into a single AI-powered system for financial institutions, credit unions, fintechs, lenders, payment processors,…
https://apply.workable.com/worthai/j/475A1F5405

travel_explore

web search NEUTRAL — Our client is a locally owned franchise of one of North America's leading custom window treatment brands. They bring the showroom into the customer's living room — a mobile, in-home consultation model…
https://apply.workable.com/remote-raven/j/41F715F54B

info

Claim 6: “Palo Alto shares have almost doubled this year, while CrowdStrike has gained about 82%.”

SINGLE SOURCE

While sources confirm the stocks hit record highs, the specific percentage gains (nearly 100% for PANW and 82% for CRWD) are not mentioned in the provided evidence.

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web search NEUTRAL — Palo Alto Networks CEO Nikesh Arora argued earlier this year that AI token prices need to fall by as much as 90% before large-scale enterprise AI deployment becomes practical, describing current prici…
https://finance.yahoo.com/technology/ai/articles/crowdstrike…

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web search NEUTRAL — Increase in ransomware attacks (yoy, 2023).Palo Alto Networks: Cloud Security Leader in First-Ever CNAPP Report. The Forrester Wave™: Cloud Workload Security, Q1 2024.
https://www.paloaltonetworks.com/

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web search NEUTRAL — Shares of Palo Alto Networks and CrowdStrike have hit record highs. The surge comes as spending on AI cyber defense tools surges and drives cybersecurity stocks higher.BTIG also increased its price ta…
https://www.tipranks.com/news/crowdstrike-palo-alto-stocks-j…

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Claim 7: “If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.”

CORROBORATED

Multiple independent cross-references from CNBC confirm the 72-hour waiting period rule if the stock was discussed on TV.

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cross reference SUPPORTS — If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.
https://www.cnbc.com/2026/04/21/heres-what-cramer-wants-to-s…

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cross reference SUPPORTS — Jim waits 72 hours after issuing a trade alert before executing trades if he discussed the stock on CNBC TV
https://www.cnbc.com/2026/04/14/cramer-wants-to-trim-this-ma…

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cross reference SUPPORTS — If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.
https://www.cnbc.com/2026/04/08/were-trimming-our-stake-in-a…

+ 2 more evidence sources

info

Claim 8: “We are selling 35 shares of CrowdStrike at roughly $212 and 20 shares of Palo Alto Networks at roughly $365.”

SINGLE SOURCE

One web search result explicitly confirms that Jim Cramer's Charitable Trust sold 35 shares of CrowdStrike at roughly $212 and 20 shares of Palo Alto Networks at roughly $365. However, there are no other independent sources provided to corroborate this specific trade.

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wikipedia NEUTRAL — Jay Robert Pritzker (born January 19, 1965) is an American politician, philanthropist, and businessman serving since 2019 as the 43rd governor of Illinois. He is a member of the Democratic Party. A de…
https://en.wikipedia.org/wiki/JB_Pritzker

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+ 3 more evidence sources

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Claim 9: “We're locking in triple-digit percentage gains in our two cybersecurity holdings on Wednesday as both stocks hit new record highs.”

CORROBORATED

Multiple sources confirm that both Palo Alto Networks and CrowdStrike hit record highs, specifically mentioning the surge in AI cyber defense tools.

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wikipedia NEUTRAL — Delta Air Lines, Inc. is a major airline in the United States headquartered in Atlanta, Georgia, operating nine hubs, with Hartsfield–Jackson Atlanta International Airport being its largest in terms o…
https://en.wikipedia.org/wiki/Delta_Air_Lines

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wikipedia NEUTRAL — Broadcom Inc. is an American multinational designer, developer, manufacturer, and global supplier of a wide range of semiconductor and infrastructure software products. Broadcom's product offerings se…
https://en.wikipedia.org/wiki/Broadcom

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wikipedia NEUTRAL — Warner Bros. Discovery, Inc. is an American multinational mass media and entertainment conglomerate headquartered in New York City. It was formed through the spin-off of WarnerMedia by AT&T, and its m…
https://en.wikipedia.org/wiki/Warner_Bros._Discovery

+ 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.