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Jim Cramer Calls Palo Alto an “Amazing Company”

Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the 17 stocks that Jim Cramer commented on. While discussing Palo Alto Networks, Inc. (NASDAQ:PANW), Cramer said that it is an “amazing” company.

“Then Palo Alto’s just become, after Zscaler, the cyber equipment company that people most want… That’s Nikesh Arora. Amazing company, cybersecurity.”

A cutting-edge computer lab full of IT experts monitoring the security of multiple systems.

Palo Alto Networks (NASDAQ:PANW) provides a suite of cybersecurity solutions spanning network, cloud, and security operations. The company also offers professional and support services to help organizations detect, prevent, and respond to cyber threats. In May, during an episode of Squawk on the Street, Cramer remarked:

“Okay so Palo Alto did not, you know they beat it, but they did not raise. Now there’s a history of them doing that. I do think that this is an overreaction. I do think that, remember I said April was a tough month in this country. But this is the opportunity, now this is another one, this one usually goes down between seven and ten percent. Then it stabilizes tomorrow and by next week it starts going up. That’s the pattern. And you know look I can just tell you that’s a correct analysis or I can tell you that what happens everytime. TJX, same thing. These companies do not put themselves in harm’s way. They do not raise big because they know that that’s going to lead to sadness…

…Yeah look I just think that it’s business as usual there. It’s AI. They have this, they are all in on AI and you have to be. And the threats are as horrible as ever. But at the same time, if you do not raise, the next quarter, especially when it’s the end of your fiscal year, then your stock gets hit. That’s the game. That’s just the game. We know that.”

While we acknowledge the potential of PANW as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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