‘Totally Taken Out of Context’

From Yahoo Finance: 2025-04-05 13:43:00

Jim Cramer raises concerns about tariffs and discusses 11 stocks, including Palo Alto Networks Inc. He questions how tariffs will be implemented and speculates on the US Sovereign Wealth Fund. Despite uncertainty, Cramer doesn’t believe a recession is likely, citing historical analogies and focusing on the Dow Jones Industrial Average’s stability.

Palo Alto Networks Inc’s cybersecurity shares have dropped 9.2% YTD, impacted by weak earnings and tech sector concerns. Cramer critiques a media report misusing CEO Nitesh Arora’s comments. While PANW ranks 6th in Cramer’s stock list, he sees greater potential in AI stocks for higher returns within a shorter timeframe.

A cutting-edge computer lab with IT experts monitors multiple systems’ security. PANW had 63 hedge fund holders in Q4 2024. Cramer praises PANW CEO Nitesh Arora and criticizes a media report for taking his comments out of context. Despite PANW’s potential, Cramer believes AI stocks offer better returns, highlighting one with significant upside potential.

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