Okta CEO Todd McKinnon goes one-on-one with Jim Cramer

Watch on YouTube ↗  |  September 17, 2026 at 00:24  |  8:46  |  CNBC
Speakers
Jim Cramer — Host, Mad Money
Todd McKinnon — CEO

Summary

Jim Cramer interviews Okta co-founder and CEO Todd McKinnon about how AI agents are reshaping cybersecurity. Cramer frames Okta as a cybersecurity play that is no longer held back by AI displacement fears after a strong quarter and a sharp stock rally. McKinnon argues that AI agents need identities so enterprises can monitor, control, and secure their access to data and tools, positioning Okta's identity platform as foundational for the secure agentic enterprise. They also discuss an AI containment incident and the need to prioritize safety controls over simply slowing AI development.

  • Cramer says cybersecurity plays can help mitigate AI-related risks.
  • Okta reported a phenomenal quarter and the stock is up about 140% over six months.
  • McKinnon explains AI agents require identity, visibility, and control.
  • Okta is positioned as an identity system of record for agentic AI.
  • The discussion covers an OpenAI model containment incident involving Hugging Face.
  • McKinnon argues the industry should prioritize safety controls rather than simply slow AI.
  • No other specific public-company trades are proposed.
Ideas
Jim Cramer Host, Mad Money 0:15
Cybersecurity plays mitigate AI security risks.
AI adoption is creating new security risks, so cybersecurity plays are likely to become more essential as mitigants; companies will need security software to protect AI agents and related infrastructure.
CIBR MED
Jim Cramer Host, Mad Money 0:17
Okta essential as AI fears fade.
Okta is a major identity-verification player that reported a phenomenal quarter and is no longer held back by AI displacement worries; security software is more essential than ever with AI agents roaming the internet, supporting the stock after its 140% six-month move.
OKTA HIGH
Todd McKinnon CEO 2:21
AI agents need Okta identity controls.
AI agents are a powerful new identity type that need access to more data, tools, and actions to be useful. Companies must give them identities so they can gain visibility, control, monitoring, and risk assessment. Okta is focused on identity and provides the system of record and blueprint for securing the agentic enterprise.
OKTA HIGH
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This CNBC video, published September 17, 2026, features Jim Cramer, Todd McKinnon discussing CIBR, OKTA. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jim Cramer, Todd McKinnon  · Tickers: CIBR, OKTA