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CNBC\u2019s Jim Cramer said Cisco Systems Inc. and Palo Alto Networks Inc. could have more room to run, arguing that Anthropic\u2019s cybersecurity-focused AI model, Mythos, could prove to be a major catalyst for both companies.<\/p>\n
\u201cBoth Cisco and Palo Alto came in hot but I think they can run further. Mythos is such a game changer for these companies,\u201d Cramer said in a post on X Tuesday.<\/p>\n
Why Cisco And Palo Alto Stand To Benefit <\/p>\n
Cisco and Palo Alto are both among several partners in Anthropic\u2019s Project Glasswing initiative, which gives select organizations access to Claude\u2019s Mythos for defensive cybersecurity work.<\/p>\n
Don’t Miss:<\/p>\n
Palo Alto CEO Nikesh Arora, in an earnings call on Tuesday, described Mythos as evidence that the industry has entered \u201cthe era of truly cyber capable systems,\u201d while noting that the company had completed more than 800 customer meetings in six weeks as demand for AI-driven cybersecurity continues to grow.<\/p>\n
Cisco further expanded its AI security push with the launch of Cisco Cloud Control, a platform designed to help enterprises manage and secure fleets of AI agents across their networks.<\/p>\n
Both Cisco and Palo Alto came in hot but i think they can run further. Mythos is such a game changer for these companies\u2026<\/p>\n
\u2014 Jim Cramer (@jimcramer) June 2, 2026<\/a><\/p>\n AI Spending Continues To Accelerate <\/p>\n Companies continue to ramp spending on AI infrastructure as they race to deploy generative AI applications and secure increasingly complex digital environments.<\/p>\n Major cloud providers and technology companies are collectively expected to spend hundreds of billions of dollars this year on data centers, networking equipment and AI-related software.<\/p>\n See Also: Avoid the #1 Investing Mistake: How Your \u2018Safe’ Holdings Could Be Costing You Big Time<\/a><\/p>\n Cisco, in its earnings report last month, said the company had already secured $5.3 billion in AI infrastructure and hyperscaler orders so far this year. Buoyed by the strong demand, the company increased its fiscal-year orders outlook to $9 billion from $5 billion.<\/p>\n Palo Alto has likewise cited growing demand for AI-powered cybersecurity solutions, as the company raised its full-year outlook on Tuesday and highlighted strong customer interest in securing AI applications and infrastructure.<\/p>\n Cisco Hits Records, Palo Alto Near Peaks <\/p>\n Cisco shares climbed 5.5% on Tuesday to a record closing high of $128, while Palo Alto Networks slipped 1.1% to $297.18, remaining just shy of its 52-week high.<\/p>\n Palo Alto opened 5.6% lower, while Cisco edged 0.76% down in premarket trading.<\/p>\n Photo courtesy: gguy on Shutterstock.com<\/p>\n Read Next:\u00a0<\/p>\n Building Wealth Across More Than Just the Market <\/p>\n Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That’s why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, precious metals, and even self-directed retirement accounts. By spreading exposure across multiple asset classes, it becomes easier to manage risk, capture steady returns, and create long-term wealth that isn’t tied to the fortunes of just one company or industry.<\/p>\n Arrived <\/p>\n Backed by Jeff Bezos, Arrived Homes makes real estate investing accessible with a low barrier to entry. Investors can buy fractional shares of single-family rentals and vacation homes starting with as little as $100<\/a>. This allows everyday investors to diversify into real estate, collect rental income, and build long-term wealth without needing to manage properties directly.<\/p>\n Vinovest <\/p>\n Fine wine and rare whiskey have historically moved independently of the stock market, making them a compelling alternative asset. Vinovest manages authenticated, insured portfolios of investment-grade wine and whiskey starting at $5,000<\/a> \u2014 sourcing, storage, and insurance all handled for you.<\/p>\n FarmTogether <\/p>\n Farmland has historically held its value through market volatility and delivered returns uncorrelated to stocks and bonds. For accredited investors, FarmTogether offers direct access to high-quality U.S. farmland starting at $15,000<\/a> \u2014 fully managed, with no landlord headaches.<\/p>\n EquityMultiple <\/p>\n For accredited investors looking beyond stocks and bonds, EquityMultiple provides access to vetted commercial real estate deals starting at $5,000,<\/a> with only ~5% of opportunities passing their due diligence process.<\/p>\n Bitcoin IRA\u00a0 <\/p>\n