Jim Cramer stated that Cisco Systems Inc. and Palo Alto Networks Inc. are positioned to benefit from the launch of Anthropic’s Mythos, a new cybersecurity-focused AI model. According to Cramer, Mythos acts as a significant catalyst for both companies due to their involvement in Anthropic’s Project Glasswing initiative, which provides select partners access to the model for defensive security applications. In an earnings call on June 2, 2026, Palo Alto Networks CEO Nikesh Arora described Mythos as a hallmark of an era featuring truly cyber-capable systems, noting that the firm conducted more than 800 customer meetings over a six-week period regarding AI-driven security.

Cisco has integrated its security strategy further by launching Cisco Cloud Control, a platform designed to manage and secure enterprise AI agent fleets. Financial data indicates that the broader industry is accelerating spending on AI infrastructure, including networking equipment and software. Cisco reported securing $5.3 billion in AI infrastructure and hyperscaler orders thus far in 2026, leading the company to raise its fiscal-year orders outlook to $9 billion, up from a previous projection of $5 billion. Palo Alto Networks also raised its full-year outlook on June 2, 2026, citing strong customer demand for solutions that secure AI infrastructure and applications.

Market performance reflected these developments, as Cisco shares reached a record closing high of $128 on June 2, 2026, after a 5.5% climb. Palo Alto Networks saw shares trade near 52-week highs, though the stock slipped 1.1% to $297.18 on the same day. According to Benzinga Edge rankings, Palo Alto currently holds a Momentum score in the 92nd percentile and a Growth score in the 87th percentile, while Cisco maintains a Momentum score in the 93rd percentile and a Growth score in the 10th percentile.

Jim Cramer stated that Cisco Systems Inc. and Palo Alto Networks Inc. are positioned to benefit from the launch of Anthropic’s Mythos, a new cybersecurity-focused AI model. According to Cramer, Mythos acts as a significant catalyst for both companies due to their involvement in Anthropic’s Project Glasswing initiative, which provides select partners access to the model for defensive security applications. In an earnings call on June 2, 2026, Palo Alto Networks CEO Nikesh Arora described Mythos as a hallmark of an era featuring truly cyber-capable systems, noting that the firm conducted more than 800 customer meetings over a six-week period regarding AI-driven security.

Cisco has integrated its security strategy further by launching Cisco Cloud Control, a platform designed to manage and secure enterprise AI agent fleets. Financial data indicates that the broader industry is accelerating spending on AI infrastructure, including networking equipment and software. Cisco reported securing $5.3 billion in AI infrastructure and hyperscaler orders thus far in 2026, leading the company to raise its fiscal-year orders outlook to $9 billion, up from a previous projection of $5 billion. Palo Alto Networks also raised its full-year outlook on June 2, 2026, citing strong customer demand for solutions that secure AI infrastructure and applications.

Market performance reflected these developments, as Cisco shares reached a record closing high of $128 on June 2, 2026, after a 5.5% climb. Palo Alto Networks saw shares trade near 52-week highs, though the stock slipped 1.1% to $297.18 on the same day. According to Benzinga Edge rankings, Palo Alto currently holds a Momentum score in the 92nd percentile and a Growth score in the 87th percentile, while Cisco maintains a Momentum score in the 93rd percentile and a Growth score in the 10th percentile.