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108315162 1780405588283 gettyimages 2278661995 TAIWAN COMPUTEX

Cramer says Marvell’s surge on Jensen Huang’s $1 trillion prediction is concerning. Here’s why

Key Points Jim Cramer said Marvell’ rally after Nvidia CEO Jensen Huang called it the “next trillion-dollar company” is concerning. While he remains bullish on Marvell and CEO Matt Murphy, he cautioned against chasing the growing euphoria around artificial intelligence stocks that surge without fundamental drivers. CNBC’s Jim Cramer said the sharp rally in Marvell...
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Palo Alto CEO says customer meeting requests have surged amid AI security concerns

Palo Alto Networks CEO Nikesh Arora said artificial intelligence is making cybersecurity more important as increasingly sophisticated AI-powered attacks force companies to strengthen their defenses. “I think we declared the ‘SaaSpocalypse’ dead for cybersecurity officially,” Arora said on CNBC’s “Mad Money” on Tuesday, referencing investor concerns earlier this year that software-as-a-service, or SaaS, companies would...
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Palo Alto Networks (PANW) Q3 earnings 2026

Nikesh Arora, chief executive officer at Palo Alto Networks Inc., during the Raise summit in Paris, France, on Tuesday, July 8, 2025. Nathan Laine | Bloomberg | Getty Images Palo Alto Networks surpassed Wall Street’s fiscal third-quarter results as artificial intelligence threats drive demand for sophisticated cybersecurity tools. Shares popped 10%. Here’s how the company...
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