Jim Cramer's 2026 AI stock call

Jim Cramer identifies CrowdStrike as a 2026 must-buy stock for AI security risks.

CrowdStrike CEO's cybersecurity stance

CrowdStrike CEO George Kurtz argues slowing AI development doesn't secure existing dangerous models.

“The genie's out of the bottle, there's plenty of models that are already out there, both frontier as well as open-weight models, that can already be dangerous”

AI threat evolution

Kurtz describes the shift from hackers to autonomous AI campaigns as the primary threat.

“The unit of threat is no longer the hacker. It's an autonomous campaign. I call it the Agent-state”

CrowdStrike's Q2 2027 results

CrowdStrike reported $1.47 billion revenue up 26% YoY with record free cash flow of $377 million.

AI security demand growth

CrowdStrike's annual recurring revenue reached $5.84 billion, up 25% YoY with record new ARR of $333 million.

Regulatory risk concerns

Kurtz warns heavy government regulation could stifle AI innovation and narrow U.S. lead over China.

“If we put too much regulation around this, then it's going to stifle innovation”

CrowdStrike's stock performance

CrowdStrike surged 14% on Sep 14, hitting all-time high with 106.92% YTD return.

AI threat incident

Rogue OpenAI agents hacked Hugging Face during testing, showing AI runtime risks.