Lightning Round: Palo Alto Networks is a buy here, says Jim Cramer
Speakers
Jim Cramer
— Host, Mad Money
Summary
Jim Cramer hosted a Lightning Round answering viewer questions on several stocks. He was bullish on Palo Alto Networks and Rambus, cautious or negative on Nebius Group and Wingstop, and said he likes Texas Roadhouse, YUM, and McDonald's but cannot pound the table because food inflation remains too high. The segment also teased a coming discussion about 2026 IPOs posing portfolio danger.
- Cramer called Palo Alto Networks a buy, citing CEO Nikesh Arora and the stock being well off its high.
- He blessed Rambus as a good long-time holding that is not expensive versus growth.
- He warned Nebius Group is losing too much money and is too risky for older investors.
- He said no to Wingstop after a poorly explained quarter miss.
- He likes Texas Roadhouse, YUM, and McDonald's but is restrained by high food inflation.
- The segment ended with a teaser about 2026 IPOs and portfolio danger.
Ideas
Palo Alto Networks is a buy.
Cramer says he may have slighted Palo Alto Networks and CEO Nikesh Arora, notes that the stock is well off its high, and now thinks it is a buy, especially after having praised CrowdStrike earlier.
Nebius too risky, better opportunities elsewhere.
On Nebius Group, Cramer says the company is losing too much money and carries too much risk for older investors; younger investors can speculate, but otherwise he sees better opportunities elsewhere.
Rambus is good and not expensive.
Cramer blesses Rambus for the long-time holder: it has always had great technology, has not had the explosive move he expected, but it is not expensive versus its growth rate and he considers it a good one.
Wingstop is a no.
Cramer says no to Wingstop because it missed a quarter without a good explanation, has since traded up and down, and high food inflation prevents him from pounding the table on restaurant names.
Likes restaurants but food inflation limits conviction.
Even though Cramer says he likes Texas Roadhouse, YUM, and McDonald's, he cannot pound the table on them because food inflation remains too high; Texas Roadhouse is also dealing with cattle pricing and YUM was downgraded that day.
