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Jim Cramer Shares Key Role Palo Alto Networks, Inc. (PANW) Can Play In Defending AI

By Ramish Cheema | September 09, 2025, 9:34 AM

We recently published 10 Stocks Jim Cramer Discussed As He Dismissed A Recession. Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the stocks Jim Cramer recently discussed.

Palo Alto Networks, Inc. (NASDAQ:PANW) is a cybersecurity company whose shares have gained 9.2% year-to-date. It is a stock in one of Cramer’s favorite sectors, i.e., cybersecurity. Palo Alto Networks, Inc. (NASDAQ:PANW)’s shares are on their road to recovery after they dipped by a major 17% in July after the firm announced a major acquisition of a cybersecurity company. Despite the hefty dip in Palo Alto Networks, Inc. (NASDAQ:PANW)’s shares, Cramer has defended the acquisition as he believes that it will help the firm expand its business. This time, he commented on the role cybersecurity companies can play to ensure agentic AI bots aren’t hacked:

“And now we know white collar, obviously white collar, I was listening to Nikesh Arora last night, from Palo Alto Networks. You know, there’s just every single week there’s a new better AI program that makes it so you don’t wanna hire. . .you just don’t wanna hire.

“[On how agentics could be hacked] Nikesh Arora’s I think the guy who’s thought, look, more about this, . . .and they recognize that these things are just kind of bots that you can program the way you want em. And that there’s whole countries that want to, crash the bots, our bots.”

While we acknowledge the potential of PANW as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

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