CrowdStrike ($CRWD) podcast mentions
But one of the things that bothered me about this whole incident, Todd, when I first heard it, I said, what are they talking to people like Todd? Are they talking to people like George Kurtz at CrowdStrike? Because that's who they should be discussing things with. They shouldn't be going on Twitter and saying we're all going to die like a bad Hollywood movie.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 9/16/26 · 2026-09-16I'm not going to say if Microsoft, OpenAI, and Anthropic are worried, then they should slow down. They understand their own issues. And if we want some sort of combination of the National Highway Traffic Safety Administration, Atomic Energy Commission, and maybe a watchdog like the International Atomic Energy Commission, count me in. But otherwise, I stand with NVIDIA's Jensen Huang, who argues that these execs are responsible. They'll do the right thing to prevent the throng of unauthorized agents. I think they'll do it if only to protect themselves from mass tort litigation, lack of anything willingness to— who's going to insure them? What I'm not so sure of is what happens if a foreign enemy unleashes its own swarm of agents. For that, I have to rely on Palo Alto, Okta, CrowdStrike and others to be one step ahead of the enemy. Historically, it's been a safe bet. I like what I heard from these companies this week. Now, how about my first hat, the investing hat that worried about data center spending? I think the spending will proceed apace. Anthropic's just making so much money and OpenAI is not far behind. You give them $10 billion worth of gigawatts and they can make $30 billion. They're not going to slow down the important parts of their business.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 9/16/26 · 2026-09-16Honestly, I doubt they'll slow down much at all because there's just too much money at stake for them to stop now. They will be prudent and they will welcome regulators, but they're going to keep building. And that's why I think after the Fed fallout debates, these companies that make components for the data centers, I think they're all buys. You can have some big companies slow down while others remain responsible and confident without slowing and are using the right cybersecurity tools. That's why these cybersecurity stocks make so much sense to me, from Okta to CrowdStrike to Palo Alto. It's why we own two of them, CrowdStrike and Palo Alto, for the club. I asked every exec out here if they, if they're getting ready for the death sentence in 2030, although I did it with a little more subtlety to Sarah Farrer because she works at OpenAI, where the commotion originated. I came away thinking we have some time to fix things, but let's understand each other. We have to fix them no matter what. I like to say there's always a bull market somewhere. I promise to try to find it just for you right here on Mad Money. I'm Jim Cramer. See you tomorrow.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 9/16/26 · 2026-09-16Yeah. Uh, anyway, let me tell you about CrowdStrike. Your business is AI, their business is securing it. CrowdStrike secures AI and stops breaches. We have Jeremy Allaire from Circle. You want to talk about Sam first? Let's bring, let's bring, let's bring Jeremy Allaire from Circle, co-founder, chairman, and CEO back on the show. Welcome to the show, Jeremy.
John Coogan · TBPN · Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller · 2026-09-16Yeah, look, I feel that people think there's this giant gulf between what Jensen's saying and say what Sarah's saying. I think that there's, there's a little more alignment, so to speak, in the idea that, look, we have to be careful. We have to have guardrails. We do have cybersecurity. I had George Kurtz on yesterday from CrowdStrike. I have Toby Kinnan on Okta, which is identity. I, and I think that I have Nikesh Arora from Palo Alto. I'm trying to speak to every one of these. I feel better that we have it under control when it comes to the people who know what they're doing. I think that Jensen made a point that was very interesting where he's saying, look, the people who were opining on this, they're not— some of them are not researchers. They don't really know what they're doing. David, there is a belief that perhaps things aren't out of control. But then you have this, you know, you have the swarm of 1,200.
Jim Cramer · Squawk on the Street · Squawk on the Street 9/16/26 · 2026-09-16Fantastic. Well, awesome. Congratulations. Thank you so much for hopping on the show. We'll talk to you soon. Talk soon. Goodbye. Let me tell you about CrowdStrike. Your business is AI. Their business is securing it. CrowdStrike secures AI and stuff. Shops breaches are up next.
John Coogan · TBPN · High Interest Rate Phenomenon, Driscoll's China Bet Backfires, Who Votes on AI Safety? | Stephen Colbert & Josh Kline, Jim VandeHei, Steve Menneto, Matthew Wilson, Rune Kvist, Tyler Bahl, James Cadwallader · 2026-09-15Well, George Kurtz, CrowdStrike, they were the biggest gainer in the S&P 500 yesterday. Palo Alto Networks was a close second there. And yeah, my takeaways from, from George is that, you know, him explaining there needs to be another layer of cybersecurity to monitor the agents while they operate. You know, still kind of reeling from that Hugging Face incident where the agents went rogue and tried to, to cover their tracks. Portfolio-wise, we did nibble on some Micron shares yesterday as the group showed signs of stabilization.
Jeff Marks · Squawk on the Street · CNBC Investing Club: Cramer’s Morning Take on Chip Stocks 9/15/26 · 2026-09-15Welcome to Prof G Markets. I'm Ed Elson. It is September 15th. Let's check in on yesterday's market vitals. The major indices declined with chipmakers selling off on fears of an AI slowdown. More on that in a minute. Meanwhile, CrowdStrike rallied 14% as investors piled into cybersecurity stocks. Brent crude remained elevated at $105 per barrel. And finally, the yield on 10-year Treasuries topped 5% for the first time in 3 years. We will be discussing that news tomorrow. Okay, what else is happening? The AI apocalypse debate intensified over the weekend, and both Anthropic and OpenAI have now officially weighed in. On Saturday, Anthropic CEO Dario Amodei published an essay titled, quote, "We Must Pace the Frontier." He wrote that we must slow the pace at which we improve the capabilities of AI models. He also warned that within 6 to 12 months, a swarm of rogue AI agents could take over the entire internet with a persistent botnet. Sam Altman also posted, quote, "I agree with Dario that we need to pace the frontier." And Elon Musk concurred, posting, quote, "Dario is right." Altman also told Fortune, that OpenAI will not go public in 2026, calling this, quote, an ill-advised moment to go public. The White House, however, is not on board with slowing things down. President Trump, speaking to reporters in Ireland on Sunday, said, quote, whoever wins AI wins, and called the people raising these alarms, quote, negative forces. Still, a slew of AI-adjacent companies sold off on Monday on concerns that a slowdown would impact AI spending. Nvidia closed down 3%. Oracle was down 4%, CoreWeave down 7%, and SoftBank, which is a significant investor in OpenAI, closed down 15%. So here to break down what all of this means, we are speaking with Charlie O'Neill, co-head of model training at Base10. Charlie, thank you for joining us again on Prof G Markets. You work in AI, you are an AI developer, you work with these models, you've been in this game a long time. Suddenly everyone is very upset about this. And it's an interesting— it's interesting how the debate has evolved. But we're now reaching a place where the leaders of these AI companies are saying we need to actually slow everything down, which I'm not sure many people would have predicted.
Ed Elson · Prof G Markets · Why OpenAI And Anthropic Are Pumping The Breaks · 2026-09-15I like anyone who's thoughtful about the wholesale murder of innocents by a swarm of angry agents. But I am a little jaundiced that if the majors are advocating a slowdown that could lock them into a position where they can put down $10 billion and make $30 billion per gigawatt, which might be possible for Anthropic, OpenAI, well, they got the goods. That would put them well past all these hyperscalers we talk about all the time when we try to calculate profitability. Although I don't believe these risks are all a hoax, as President Trump assures us, I'm naturally skeptical when these leading AI labs are pushing policies that could make them a heck of a lot more profitable and leave everyone else behind. Now, there were real casualties today. Any company that actually makes or designs or constructs part of a data center got blown out in an attack that lasted most of the session. Market floor was littered with the stocks of companies that make fiber for the energy of these warehouses full of servers. But there were also some spectacular advances led by cybersecurity stocks like Palo Alto Networks. Yes. And like CrowdStrike. Who's here? Be with us in a minute. They led us for a simple reason. When the heads of Anthropic and OpenAI are warning about AI risk, every other company knows that they need better cybersecurity. I don't know how you can get insurance without hiring one of those two companies. I'm skeptical that AI agents will be able to wipe out the human race. Skeptical. But lots of business owners could certainly have their data held hostage by smart but rogue agents. Will we get an actual slowdown of AI expansion? We need to hear from Broadcom CEO Hock Tan later tonight. He's going to tell us, are any of the slapdown stocks worth buying? I would love to tell you yes, but then tomorrow oil could be back up, rates might fly higher, and we'll be on the verge of a Fed meeting where Fed Chief Warsh might raise rates, much to the chagrin of the president who appointed him. To cut rates. And maybe we'll hear about some new AI hack that makes the Hugging Face incident look like child's play. Bottom line, we wait. We see if the existential threat is off the table.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 9/14/26 · 2026-09-14Well, I made 120 jars this year, so that's spoken for. I'm sorry. Tesla, I wish I could make that do as well as the, as the sauce. It's at $358. I don't know. I mean, I think that China got some approval in China. I thought it was going to bounce today. Right now, my only solution to it is, is that SpaceX has to buy it. Period. End of story. But maybe they will. On Mid Money tonight, I'm kicking off a big week west with some of the most important voices in Silicon Valley. Broadcom's AI— their business is booming, but the stock isn't. I'm going straight to the source to get some answers on where we stand. Then, could self-driving cars be friend or foe to a company like Lyft? I'm sitting down with the CEO to get an update on the business. Plus, this weekend's Anthropic CEO issued a stark warning about the speed of AI development, as I've said. So I'm checking in with CrowdStrike CEO find out if we have the capacity to defend against rogue AI agents. So stay with Kramer.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 9/14/26 · 2026-09-14Over the weekend, the co-founder and CEO of Anthropic published an essay where he pushed for a slowdown among the frontier AI labs in order to handle newfound security concerns. In response to that, cybersecurity cohort just went crazy because there are companies that can prevent AI agents from randomly hacking into networks all over the world. It's the cybersecurity companies. Take CrowdStrike, which shot up nearly 14% to lead the S&P 500. Something I feel great about, of course, because we own a big The Travel Trust. These guys have been adamant that AI represented a great opportunity for the business. And now Wall Street's finally gotten the memo. So let's dig deeper with George Kurtz, the founder and CEO of CrowdStrike Holdings, get a better read on the situation. Mr. Kurtz, welcome back to Mad Money.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 9/14/26 · 2026-09-14Well, they're both partners and customers of ours, Jim, and they were both at our Falcon event and we are working closely with them. And I think what's important to realize is there's, there's two elements to this beyond just CrowdStrike, but security in general, right? There is what the frontier models are doing, which is basically training in guardrails, right? Putting guardrails around what these models can do. That happens in the post-training phase. And essentially it's training out all the bad behavior that can happen. Well, when a model gets released, these things can deviate and potentially you can work around the guardrails. So what the security industry is focused on is runtime security. And this is what we do, right? Which is when these agents are running, the agents are nothing more than software. They're programs that run and they call other programs. Unlike traditional software, they're not deterministic, meaning they can randomly infer something and take a different path. So similar to what we've done in the human world, which a human can take random events and we built a company around that, we can look at what these programs do. We can put our own guardrails around them at runtime. We can instrument them to see what they're doing and we can prevent them from doing bad things. So it's a combination of what the frontier models want to do from a safety perspective and what the security companies like CrowdStrike can do to prevent these agents from going rogue.
George Kurtz · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 9/14/26 · 2026-09-14But is it not true, George, that unless you hire, say, CrowdStrike, maybe Palo Alto, you could go out of business if something happens? I mean, these guys are obviously— what you're saying is that the agents are far more sophisticated than the so-called older bad guys. These agents are much more capable. If you don't hire CrowdStrike, if you don't hire Palo Alto, aren't you just legally— I don't know. I don't want to say deserving of what's going to happen, but, you know, you have to take insurance and the insurance is cybersecurity.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 9/14/26 · 2026-09-14Look, Jim, I'm not a doomerism type guy. I'm the glass is half full. And I think there are plenty of technologies specifically around cybersecurity that can help these agents from going rogue. And, you know, when someone is trying to come up with these predictions of 10% in 2030, if, if that was so accurate, you know, they should be working on playing the stock market. I mean, I don't know how you can come up with these sort of predictions. What I do know is that the agents are dangerous. The agents need to be controlled. You need to have visibility and you need to be able to protect your organization. All that is true. But at the end of the day, what the agents are doing, they've only been trained to do, which is what companies like CrowdStrike have been focused on stopping. Right. All the different breach indicators, the indicators of attack, how these attack chains work, those are all known. They just happen at superhuman speed with agents and an agent swarm. So The key, Jim, is that you need equivalent or better AI defenses to combat the AI agents. And that's at the end of the day what we're talking about. You can use this technology safely. You just need the right defenses to be able to allow you to harness the power of AI.
George Kurtz · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 9/14/26 · 2026-09-14Well, I do think it matters. I mean, if you look at sort of the geopolitical landscape, right, from, from my perspective, one man's view, like we want to continue to lead that we have. And to be fair, I think it's a, it's a narrow lead. If you look at the open weight models, many of them are Chinese. They're incredible models, incredible capabilities. And we always want to be on the frontier. And this is what I think made this country great, is being at the edge of technology. So You know, I don't think anyone is calling for the halt of developing AI. But when we think about how we put this together and how we sort of train it and put guardrails around it, around it, we still want to be able to use the technology and keep our competitive advantage. And again, I think when what I've said, you know, I put out a post last night is that CrowdStrike is ready to come to the table, take what we know about these attacks and work with these labs and be part of the solution. We're happy to do that. And I think Greater safety in the lab and greater safety in production in runtime is ultimately the best course of action.
George Kurtz · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 9/14/26 · 2026-09-14