Squawk on the Street Cramer's Morning Take: Palo Alto 8/25/25
4 snips
Aug 25, 2025 Discover why a cybersecurity stock is being dubbed a must-buy. Explore insights on corporate earnings, with a special focus on Palo Alto and CrowdStrike. Unpack TJX's impressive performance and how effective inventory management is driving success. Get actionable investment strategies tailored for today’s dynamic market.
AI Snips
Chapters
Transcript
Episode notes
Buy Palo Alto Now
- Buy Palo Alto according to Jim Cramer after reviewing its conference call and results.
- He calls the quarter the best of the ones he read and urges buying despite recent price weakness.
Identity Market Inflection
- Palo Alto gave upside guidance for the fiscal year and is pursuing CyberArk to play offense in identity.
- CEO Nikesh Arora sees the identity market at an inflection point, justifying the acquisition move.
Be Bullish On CrowdStrike
- Be bullish on CrowdStrike heading into its report Wednesday night per Jim Cramer.
- Cramer expresses strong confidence in CrowdStrike's leadership and outlook ahead of earnings.