Jim Cramer assessed Broadcom and CrowdStrike ahead of earnings reports, as investors recalibrate expectations on semiconductor and cybersecurity infrastructure plays. Both stocks have been volatile on macro uncertainty, supply-chain signals, and data-center spending patterns amid AI capex debates.
For enterprise infrastructure buyers, upcoming earnings will signal whether semiconductor vendors are passing through AI-driven demand into 2026–27 roadmaps and whether security vendors are retaining pricing power amid rising competition in endpoint and cloud-native defense.