Quick Read – Cramer named CRWD and PANW as the prime plays on machine-on-machine AI attacks, with CrowdStrike’s net new ARR up 32% and free cash flow surging 67%. – With 51% of customers running 6 or more modules, CrowdStrike functions less like a point tool and more like a…
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On CNBC’s Mad Dash segment on Wednesday, July 22, Jim Cramer credited CrowdStrike (NASDAQ:CRWD) and CEO George Kurtz with calling machine-on-machine attacks before the broader market caught on. “CrowdStrike has long predicted, George Kurtz, that one day the machines would take over, the robots would attack the robots,” Cramer said. Following recent security incidents involving AI companies, Cramer called machine-on-machine attacks a “watershed moment” that could increase demand for the world’s best cybersecurity solutions: “This is what’s happened in OpenAI, Hugging Face. This is a watershed moment.
The machines can take over. It’s very difficult to stop.” He added, “You need certain detection and response. I know that CrowdStrike predicted this in the last quarter.” CrowdStrike Says Cybersecurity and Frontier AI Have Collided Cramer’s framing aligns with what Kurtz told investors on the Q1 FY27 call. “In Q1, the worlds of cybersecurity and frontier AI collided: this was the Mythos moment.