Jim Kramer here to share a short preview of my take on the market from today's members-only

CNBC Investing Club morning meeting. Join the club for full access to the morning meeting every day

at 1020 a.m. Visit CnBC.com slash morning take to sign up today. That's one word, morning tape.

Well, look, I do think that when you read the news stories, it's very hard because, as I said

in some of my pieces yesterday and the piece this weekend, what happens is you have a day

where we look great, a day we look bad.

And then yesterday, they just didn't have many drones shot at the U.S. in Israel.

And there's a belief that maybe they were too confident the Iranians and don't have

as many missiles and as many drones.

And if that's the case, then oil goes down. And we do come up with a

bounce back of some proportions because we have some companies like CrowdStrake that really did

have good quarters. Not everything's being destroyed by Anthropic, by the way. This stock's holding

in. That's an unusual pattern. When we have these breaks like a MongoDB, they just spend the whole day going down. So let's watch that. I actually am quite emboldened. I think if you're done on crowd strikes, good chance.

The quarter was great, clean. ARR annual recurring revenue crosses over $5 billion. Net new ARR, how much new business they won in the quarter.

$331 million, above estimates of $304 million. George Kurtz laid out the case,

why AI will be an accelerant to the business, not a disruptor.

Talked about how in security you can't have hallucinations.

You can't prompt twice.

First time's final.

I thought that was a good comment. It was very good comment.

Also pointed out how the data mode creates a structural advantage.

Guidance for the new quarter was solid.

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