Why does Jim Cramer think Cisco and Palo Alto will benefit?

Because Mythos could increase demand for cybersecurity solutions, and both companies are leaders in the field.

How have Cisco and Palo Alto stocks performed recently?

Cisco's stock rose 15% and Palo Alto's 20% over the past month.

Is this a buy recommendation?

No, this is Jim Cramer's analysis, not a buy recommendation. Investors should do their own research.

Jim Cramer: Cisco and Palo Alto Could Benefit from Anthropic's AI Model

CNBC's Jim Cramer said Cisco Systems Inc. and Palo Alto Networks Inc. could have more room to run, arguing that Anthropic's cybersecurity-focused AI model, Mythos, could prove to be a major catalyst for both companies.

June 4, 2026

2 min read

Source: Benzinga

CNBC's Jim Cramer said Cisco Systems Inc. (NASDAQ: CSCO) and Palo Alto Networks Inc. (NASDAQ: PANW) could have more room to run, arguing that Anthropic's cybersecurity-focused AI model, Mythos, could prove to be a major catalyst for both companies.

Comment Details

Cramer noted that Mythos, developed by AI startup Anthropic, could boost demand for cybersecurity solutions offered by Cisco and Palo Alto. He added that both companies are well-positioned to capitalize on this trend.

Analyst's Rationale

Cramer believes Mythos represents a significant advancement in cybersecurity, as it can analyze and respond to threats faster and more accurately. This could drive increased spending on security infrastructure, benefiting Cisco and Palo Alto.

Recent Stock Performance

Cisco's stock has risen about 15% over the past month, while Palo Alto's shares have gained more than 20% in the same period, fueled by investor interest in the cybersecurity sector.

What It Means for Investors

Despite the optimism, investors should monitor the actual impact of Mythos on the companies' revenues, as well as the growing competition in the cybersecurity market.

Frequently Asked Questions

Mythos is an AI model developed by Anthropic, focused on cybersecurity to analyze and respond to threats.

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This article was rewritten in Wrqti's editorial style based on information from the original source above. Content is informational only — not investment advice.