Squawk on the Street CNBC Investing Club: Cramer’s Morning Take on CrowdStrike 3/12/26
Mar 12, 2026
Discussion about how rising cyberterrorism could create opportunity for a major cybersecurity stock. Conversation on the growing drone threat and how easy drone production complicates security. Analysis of shipping risks after Strait of Hormuz attacks and the influence of Iran on oil prices. Market stance shifts toward buying amid oversold conditions.
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Cyberterrorism Tailwind For CrowdStrike
- Jim Cramer says cyberterrorism is increasing and that trend benefits cybersecurity stocks like CrowdStrike.
- He cites a recent high-profile hack and George Kurtz's comment that the ramp up in cyberterrorism is extraordinary, while the stock is still down about 5% YTD.
Switch From Selling To Buying Cybersecurity Stocks
- Jim Cramer signals a buy posture: 'We're not selling anymore. We're looking to buy.'
- He points to relative outperformance in software and cybersecurity amid market weakness as a reason to seek purchases.