Jim Cramer's daily rapid fire looks at stocks in the news outside the CNBC Investing Club portfolio. Adobe : Shares jumped after the software maker reported a strong quarter alongside a raised full-year guidance. "They've got a low end product finally that can blunt Canva," Jim Cramer said, adding that its highest-end generative artificial intelligence products are formidable and winning out. Twilio : Shares dropped more than 2.
While there's a flood of infrastructure spending dollars in the U.S., "you can't beat the commercial real estate and auto markets that so much of their steel goes into," Cramer said. Zscaler : JPMorgan upgraded the cloud security company to a buy-equivalent rating. Shares were higher by more than 1.5%. "Still the strongest area is cybersecurity," Cramer said, echoing a belief that increased digital threats makes the industry an attractive place to be invested.