Where Jim Cramer stands on CrowdStrike and Broadcom ahead of earnings

Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Wednesday's key moments. 1. Stocks fell on Wednesday as crude oil climbed back above $95 a barrel following renewed airstrikes between the U.S. and Iran. "Every time oil spikes, interest rates go up, and we have a bad market," Jim said. Financials were the worst-performing sector, as higher bond yields pressured rate-sensitive stocks and revived concerns about private credit. Artificial intelligence and technology names also weighed on the broader market. Jim noted that if the S & P 500 is going to extend its winning streak to 10 straight sessions, technology stocks will need to reverse course and help lead the market higher. 2. Palo Alto Networks and CrowdStrike declined more than 2% and 4%, respectively. Palo Alto delivered a strong beat-and-raise quarter Tuesday evening, but the stock still pulled back — a familiar post-earnings pattern. Jim is "urging people to hold on," while noting the stock could be down 7% to 8% in the near term. On "Mad Money" Tuesday night, CEO Nikesh Arora reinforced the idea that AI is accelerating demand for cybersecurity . CrowdStrike reports earnings on Wednesday evening, and Jim said the company continues to benefit from a surge in customer demand tied to emerging AI-driven threats. "The deluge of orders that he's gotten since Mythos ... does matter," Jim said. Both are Club stocks. 3. …