Jun 4, 2026 · 44 min
Cramer weighs AI security, quantum bets and industrial reshoring
Mad Money w/ Jim Cramer 6/4/26
The episode tests whether investors should chase fast-moving technology and industrial themes while markets absorb a surge of new stock supply.
- 1CrowdStrike’s strong results and AI-security demand clash with investor disappointment over the timing of future growth.
- 2Quantinuum’s upsized IPO signals appetite for quantum computing despite the company’s early-stage business prospects.
- 3Timken’s shift toward automation, data centers and mission-critical systems reframes a traditional manufacturer as an industrial technology play.
Don't miss
George Kurtz explains how CrowdStrike’s partnerships, data and platform approach shape its role in securing AI initiatives.
The brief
Jim Cramer opens with a surprising rally and a market struggling to absorb major new stock supply, including Alphabet’s deal and an anticipated SpaceX IPO.
CrowdStrike’s results beat expectations, yet the stock fell; CEO George Kurtz argues AI security demand and a broad platform strategy support the company’s next phase.
Quantinuum’s upsized IPO, priced above its initial range, becomes a test of investor enthusiasm for quantum computing before the business has fully matured.
Timken’s CEO describes a move beyond bearings into automation, data-center power infrastructure and mission-critical industrial systems tied to reshoring.
Cramer’s stock calls turn cautious on Telab, speculative on Mankind and bearish on Occidental if the war ends, while dollar stores face an unexpected consumer squeeze.
What was said on this episode
23 statements · 13 positive · 9 negative · 1 mixed
Upcoming IPOs may receive stronger investor demand than expected.
“It suggests that the next couple of IPOs ahead of us may be better received than we think, certainly than I thought.”
Listen at 3:59
The market currently has strong appetite for new stock supply.
“The word I have to use to describe this market is appetite.”
Listen at 8:07
Investors should buy Uber and hold it for one or two years.
“I think the next year or two, you want to buy this stock and settle down.”
Listen at 9:04
CrowdStrike’s post-earnings decline is a buying opportunity.
“And I think this is a buying opportunity.”
Listen at 10:48
CrowdStrike offers leading products as AI adoption makes security necessary.
“we have the best products and we're taking care of our customers in an era where AI is obviously going to be pervasive and you're going to need security.”
Listen at 11:30
CrowdStrike sees substantial opportunity from enterprise AI security.
“we see the opportunity that's in front of us”
Listen at 12:51
CrowdStrike holds a leadership position in AI security.
“we're at the epicenter of AI and security. And I think that goes to show you the leadership position that we have.”
Listen at 15:42
Stopping breaches requires a full-lifecycle security platform such as Falcon.
“you're still going to need a full lifecycle system, a system of record like Falcon, to be able to stop those breaches.”
Listen at 18:37
AI has created more sophisticated cyber adversaries.
“What AI has done is it's created more adversaries with greater sophistication because they're leveraging the models themselves.”
Listen at 19:28
AI-driven cyber threats benefit cybersecurity companies such as CrowdStrike.
“It means more tailwinds for companies like Krauss.”
Listen at 19:37
Platform vendors will ultimately win in cybersecurity.
“I think the platform vendors are ultimately going to win.”
Listen at 20:05
Quantinuum is a relatively attractive quantum-computing investment.
“if you have to own a quantum computing play, even though the technology is still in sympathy, you can do a lot worse than Continuum.”
Listen at 21:51
Quantinuum’s scalability would matter if it can rapidly increase production.
“If that's true and they can ramp up production rapidly, that really does mean something.”
Listen at 24:42
Quantinuum will likely remain unprofitable for years.
“it will likely remain unprofitable for years to come.”
Listen at 25:53
Quantinuum is too speculative to recommend at present.
“But for me, the story is too speculative to recommend right now”
Listen at 27:17
Quantinuum investors should risk only money they can afford to lose.
“If you want to buy it, only use money you can afford to lose, because this really is the most extreme form of speculation.”
Listen at 27:46
IBM should decline before Cramer approves buying it.
“I want it to come down before I can give it my seal of approval”
Listen at 28:48
Investors should not buy stocks after parabolic moves.
“I don't recommend parabolic move buy.”
Listen at 28:53
Woodward is a very good company.
“I happen to think it's a very, very good company.”
Listen at 37:47
Investors should buy or hold Woodward.
“and I recommend it.”
Listen at 37:59
Mankind is entirely speculative.
“100% speculation, a total speculation.”
Listen at 38:14
Occidental Petroleum would fall substantially if the war ends.
“If the war ends, that stock's going to go down a lot”
Listen at 38:54
Dollar-store stocks may no longer benefit from a weak economy.
“the days when these stocks were the go-to way to play a weaker economy may just be over.”
Listen at 43:30
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Books & mentions
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