Jim Cramer Says No Cybersecurity Vendor Can Cover for Sharing Data With China
As seen on the 24/7 Wall St. homepage on July 17, 2026.
Cramer warns US companies that no cybersecurity vendor can eliminate the geopolitical risk of exposing data to China, making the data-sharing decision a strategic one.
There will always be another Deep Seek. But the one thing that has become consistent is the ingrained lack of trust between the two countries. I don't care who you hire--CrowdStrike, Palo Alto, you have to be a first class idiot to let China have any of your data, even your name.
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Jim Cramer's point is that the US-China trust gap has become a structural fact of doing business, not a temporary geopolitical wrinkle that the right vendor can paper over. His argument is that even hiring a top-tier firm like CrowdStrike (CRWD) or Palo Alto Networks (PANW) cannot neutralize the risk if a company is still allowing Chinese access to its data in the first place — because the problem is the exposure itself, not the security tooling around it.
The reference to DeepSeek frames the broader concern: disruptive Chinese technology entrants will keep appearing, and each new one will renew the debate about data-sharing arrangements. Cramer's view is that the answer should be the same every time — the ingrained lack of trust between the two countries makes any data hand-off, down to something as basic as a name, an unacceptable strategic risk.
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For investors watching CRWD and PANW, the implication is that demand for cybersecurity services remains strong, but the ultimate liability sits with the companies making data-sharing decisions, not with the vendors they employ. Cramer's framing puts the onus squarely on corporate leadership rather than on the security stack.