Observed Signal · Jun 3, 2026 · Earnings Report · Source: CNBC Technology · Impact: 3/5 · Sentiment: Neutral
Cramer on CrowdStrike and Broadcom Ahead of Earnings
CNBC Investing Club host Jim Cramer recapped market moves and positioned several tech names ahead of earnings on June 3, 2026. Stocks fell as crude oil rose above $95 a barrel, pressuring rate-sensitive sectors. Cramer said CrowdStrike continues to benefit from rising demand tied to AI-driven threats and noted CrowdStrike and Broadcom were due to report earnings Wednesday evening. He urged investors to hold Palo Alto Networks despite a post‑earnings pullback, said the club initiated a new, small position in Intel to play AI inference and agentic computing demand, and remained bullish on Broadcom after recent gains while taking some profits. Cramer’s Charitable Trust is long Broadcom, CrowdStrike, Intel and Palo Alto Networks.
Preview of earnings for major cybersecurity and semiconductor companies (CrowdStrike, Broadcom, Intel) can influence market and investor positioning in technology sectors; Cramer’s public stance and his trust’s holdings may affect short-term flows.
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Key Takeaways & Evidence Grounding
- Article published June 3, 2026 by Alexa LoMonaco on CNBC Investing Club.
- CrowdStrike and Broadcom were scheduled to report earnings on Wednesday evening (June 3, 2026).
- Jim Cramer urged holding Palo Alto Networks despite recent pullbacks and said CrowdStrike benefits from rising demand tied to AI-driven threats.
- The CNBC Investing Club initiated a new small position in Intel and took some profits in Broadcom; Jim Cramer’s Charitable Trust is long Broadcom, CrowdStrike, Intel and Palo Alto Networks.
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Post-earnings sell-offs in CrowdStrike and Broadcom
The CNBC Investing Club column (Jun 4, 2026) explains that post-earnings declines in CrowdStrike and Broadcom — and a prior sell-off in Palo Alto Networks — reflect momentum-driven, expectation-driven profit-taking rather than deteriorating fundamentals. The piece notes Snowflake’s strong report and outsized guidance from Dell and HPE sparked an enterprise software rally that left several cybersecurity and hardware names overextended. Jim Cramer remained bullish on the three names (CrowdStrike, Palo Alto Networks, Broadcom) and the article warns that large upcoming equity supply from Alphabet’s fundraising and potential mega‑IPOs (SpaceX, Anthropic, OpenAI) could pressure stocks as traders reallocate cash.
Cramer: Two cybersecurity stocks can keep climbing
CNBC’s Jim Cramer said investors should not be deterred by recent rallies in cybersecurity stocks, arguing that AI-driven threats are increasing demand for security products. He highlighted CrowdStrike and Palo Alto Networks — which have risen sharply year-to-date — and noted that earnings growth justifies higher P/Es. Cramer cited bullish research from TD Cowen, which raised price targets on both companies and kept buy ratings, and said AI developers alone won’t eliminate the need for specialist cybersecurity providers. He emphasized cloud migration and CrowdStrike’s cloud-native positioning, noting the company’s business is about 15% penetrated and still has substantial runway for growth. Cramer’s Charitable Trust owns shares in both CrowdStrike and Palo Alto Networks.
Cramer: Cooling Market Presents AI Stock Buying Chance
Published June 5, 2026, CNBC recap of Jim Cramer’s Investing Club “Morning Meeting” said a recent market pullback represents a potential buying opportunity in beaten-down AI and chip-related stocks. Cramer cited a “cooling off period” after a stronger-than-expected May jobs report (172,000 payrolls; 4.3% unemployment) and rising Treasury yields, and named laggards including Arm Holdings, Intel and Corning as possible buys. Broadcom’s disappointing guidance earlier in the week pressured chipmakers, while investors rotated to defensive sectors such as health care. The report also covered CrowdStrike’s share decline and CEO George Kurtz’s comments that expectations for Anthropic’s Mythos boosting near-term results are premature. The piece noted upcoming events investors are watching, including Apple’s WWDC, Honeywell Aerospace’s guidance update and the SpaceX IPO.
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