We may buy more of a stock that has been pulled into the software sell-off
Summary
Markets opened little changed while a sell-off in software names including Salesforce, CrowdStrike, Palo Alto Networks, and ServiceNow pressured major indexes and began to spread into mega-cap tech. Jim Cramer says long-term demand for cybersecurity remains strong and his charitable trust holds CRWD and PANW; he may buy more CrowdStrike if the stock falls further. Palo Alto Networks is set to report earnings after the bell and must deliver strong results to counter an AI-disruption narrative affecting cybersecurity stocks. Apple and Wells Fargo were notable risers as AI exposure dynamics and financial-sector strength influenced flows, and the piece reiterates CNBC Investing Club trade-alert timing and disclosure rules for Cramer's positions.