CNBC Investing Club: Cramer’s Morning Take on CrowdStrike 7/22/26

**SPEAKER_1** (0:00)
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**Jim Cramer** (1:02)
Jim Cramer here to share a short preview of my take on the market from today's Members Only CNBC Investing Club morning meeting. Join the club for full access to the morning meeting every day at 10:20 a.m. Visit cnbc.com/morningtake to sign up today. That's one word, morning take.
Jeff, we have a strange situation going on. I got up very early and I saw oil up and I saw a high next down. I said, uh-oh, could be a bad day. Oil has come off the highs. Ever since it came off the highs, the Dow has been going higher, including some of our stocks like a Honeywell, which has really done nothing.

**Jeff Marks** (1:42)
Yeah, Industrial is doing well today.
Same with yesterday, maybe Honeywell was a little bit off that strong 3M quarter we saw yesterday. Honeywell, of course, reports tomorrow before the bell. But yeah, I think in tech, we are seeing some of the component stocks trying to extend that rebound that we saw yesterday, initially pre-market. They were down pretty aggressively, but starting to come back. A lot of AI headlines out there this morning. One was OpenAI says two AI systems it was testing broke out, a test environment, access the Internet, hacked another company.

**Jim Cramer** (2:22)
Watershed moment. This is a robot attacking robot. The only one I know that has a good product to stop this is CrowdStrike. Now, I know people are buying Cisco thinking that they have something, but the CrowdStrike product very specifically blocks agents from attacking agents. So CrowdStrike will be the stock you should buy this morning. I know it's already going up. I think it's a must buy.

**Jeff Marks** (2:45)
Yeah. Another headline I saw from the Wall Street Journal, they say OpenAI now projects to spend around 750 billion in compute power through 2030 That's up from their prior projection of 600 billion. Well, they better have the money. Maybe that's helping the complex that.

**Jim Cramer** (2:58)
Look, they have to come public.
By the way, they announced that the CEO of Bank of New York, Robin Vince, is going to be on their board. That's the beginning of what I wanted to see, which is that the union of classic non-AI people getting in there to make it an adult situation. I do think that they need that on the board. You can't push him around. Very important.

**SPEAKER_6** (3:26)
All opinions expressed by Jim Cramer on this podcast and in connection with the CNBC Investing Club are solely Cramer's opinions and do not reflect the opinions of CNBC or its parent company or affiliates and may have been previously disseminated by Cramer on television, radio, internet or another medium. No specific outcome or profit is guaranteed in connection with your reliance upon or other use of the content from Cramer. The opinions offered in connection with this podcast and the CNBC Investing Club are not an attempt to induce any particular trading behavior, investment or strategy. To view the full CNBC Investing Club disclaimer, please visit cnbc.com/investingclubdisclaimer.

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