Jim Cramer Discusses Melting Trade Tensions & These 12 Stocks

10. Palo Alto Networks, Inc. (NASDAQ:PANW)

Number of Hedge Fund Holders In Q4 2024: 77

Palo Alto Networks, Inc. (NASDAQ:PANW) is a cybersecurity company. The firm’s shares have gained 8.9% year-to-date as it has managed to weather the storm that has hit the broader technology industry. Palo Alto Networks, Inc. (NASDAQ:PANW)’s sector, cybersecurity, has been a top Cramer pick in 2025. The CNBC host has praised these companies as he believes that not only do they stand to experience greater demand as firms seek to secure their AI systems, but also due to their non-existent exposure to trade frictions between the US and China. Here are his recent thoughts about Palo Alto Networks, Inc. (NASDAQ:PANW):

“Nitesh Arora came on the show from Palo Alto last week and said the Agentic, the ability to be able to get into Agentic, uh very difficult. That is something that George Kurtz thinks too. We don’t wanna have our robots go rogue. Which is they wouldn’t really go rogue, someone would make them go rogue.”

Palo Alto Networks, Inc. (NASDAQ:PANW) recently reported its earnings. Cramer discussed the results in detail and commented:

“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 every time. 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.”