Jim Cramer

Nvidia's Computex Reveal Is 'Amazing' For ARM Stock, Says Jim Cramer: Here's Why

Rishabh Mishra — Mon, 01 Jun 2026 11:40:26 +0000

Nvidia Corp.'s (NASDAQ:NVDA) massive AI infrastructure expansion at Computex 2026 has sent ripples through the tech sector, prompting CNBC's Jim Cramer to declare the product announcements a massive win for ARM Holdings PLC (NASDAQ:ARM).

Cramer's Bullish Take On ARM

Following Nvidia CEO Jensen Huang's highly anticipated keynote speech in Taipei, Cramer took to X to share his immediate enthusiasm for ARM stock.

“The Nvidia superchip is obviously additive,” Cramer posted, emphasizing that the latest tech rollout is “amazing for club holding ARM!” Cramer's Investing Club holds a core position in the semiconductor design firm, which stands to benefit directly from Nvidia's shifting hardware architecture strategy.

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Nvidia's New Arm-Based Powerhouses

The primary catalyst behind Cramer's excitement is Nvidia’s deep integration of Arm architecture within its ...

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Jim Cramer Says Dell's Blowout Quarter Could Mark A Turning Point For AI Stocks Like Nvidia And Intel: 'I Wonder If...'

Ananya Gairola — Sat, 30 May 2026 03:58:00 +0000

On Friday, fresh off Dell Technologies Inc.'s (NYSE:DELL) blockbuster earnings report, Jim Cramer said investors may be approaching a pivotal moment for artificial intelligence stocks as attention shifts to Nvidia Corp's (NASDAQ:NVDA) upcoming Computex keynote and a packed week of tech catalysts.

Dell Earnings Reignite AI Infrastructure Optimism

Cramer praised Dell's latest quarterly results, calling them one of the biggest earnings surprises he can remember as enthusiasm around AI infrastructure spending accelerated again.

"When we look back, I wonder if we'll say this was that moment when Dell simply took over the computer space," the CNBC's "Mad Money" host said Friday.

Dell shares closed Friday at $420.91, surging 32.76% and slipped 0.09% to $420.52 in after-hours trading, according to Benzinga Pro.

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Nvidia Computex Keynote Becomes Next Big AI Catalyst

While AI stocks have dominated markets this year, Cramer pointed to Nvidia ...

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Jim Cramer: This Real Estate Stock Is 'Going To Go Higher'

Avi Kapoor — Thu, 28 May 2026 12:05:53 +0000

On CNBC's “Mad Money Lightning Round,” Jim Cramer said Realty Income Corporation (NYSE:O) is “going to go higher.”

Lending support to his choice, Realty Income, on May 6, posted better-than-expected earnings for the first quarter.

When asked about Bentley Systems, Incorporated (NYSE:BSY), he said, “That's the kind of software that's being disrupted by artificial intelligence.”

On the earnings front, Bentley Systems reported better-than-expected first-quarter financial results on May 7. Bentley Systems reported quarterly earnings of 38 cents per share, which beat ...

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Cramer On DoorDash: 'They Just Want Semis' — Uber, Reddit, Zscaler Caught In The Same Rotation

Avi Kapoor — Wed, 27 May 2026 12:12:28 +0000

On CNBC's “Mad Money Lightning Round,” Jim Cramer recommended buying DoorDash, Inc. (NASDAQ:DASH). “There's a real group of stocks now – Uber (NYSE:UBER), DoorDash, Reddit (NYSE:RDDT)– they are going down. People want to own hardware, they don't want to own those others, they don't want to own Zscaler (NASDAQ:ZS), they don't want to own software. They just want semis, only semis, and that's what's hurting DoorDash,” he added.

On the earnings front, DoorDash reported better-than-expected first-quarter earnings on May 6.

Boost Run, Inc. (NASDAQ:BRUN) is such a “hot stock,” Cramer said. “Look, if you're willing to speculate, I'll bless this one.”

Lending support ...

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Jim Cramer Warns Of 'Slowing Sales' As Zscaler Stock Crashes After Soft Q4 Guidance, Leadership Shakeup

Rishabh Mishra — Wed, 27 May 2026 06:13:02 +0000

CNBC's Jim Cramer warned investors of “slowing sales” ahead for Zscaler Inc. (NASDAQ:ZS) after the cybersecurity firm’s soft fourth-quarter revenue guidance sent shares tumbling.

Despite a strong third-quarter financial beat, the market focused squarely on cooling forward projections and sudden internal executive disruptions.

Cramer Reacts To Post-Earnings Plunge

Following the company's Tuesday evening release, Cramer flagged the cloud security provider’s deceleration, noting that immediate market enthusiasm faded as future metrics weighed on sentiment.

Investors reacted aggressively to the caution, sending Zscaler shares diving 20.78% to $146.24 in after-hours trading. The steep drop highlighted Wall Street’s sensitivity to forward-looking growth over past performance.

Oh boy, the Zscaler call was tough when it said two sales leaders left and it warned of slowing sales. The analysts, or at least most of the analysts, showed great respect to Jay and his team. But it didn't matter….

— Jim Cramer (@jimcramer) May 27, 2026

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Micron Stock Is 'Too Cheap,' Says Ross Gerber, While Jim Cramer Calls Trillion-Dollar Club Move A 'New Era'

Ananya Gairola — Wed, 27 May 2026 02:33:48 +0000

On Tuesday, Micron Technology Inc.'s (NASDAQ:MU) explosive rally into the trillion-dollar club sparked fresh optimism around AI-driven semiconductor stocks, with Jim Cramer calling it the start of a "new era" and investor Ross Gerber arguing the stock still has room to run.

AI Memory Boom Fuels Micron Rally

Shares of Micron surged nearly 20% on Tuesday, pushing the memory-chip maker past a $1 trillion market capitalization for the first time as Wall Street doubled down on the artificial intelligence infrastructure boom.

The rally came after UBS sharply raised its price target on Micron to $1,625 from $535.

Analyst Timothy Arcuri said long-term supply agreements and rising demand for high-bandwidth memory, or HBM, could stabilize Micron's historically volatile earnings.

HBM chips are critical for AI accelerators and data centers powering generative AI systems.

The development also comes just days after President Donald Trump praised the chipmaker during a rally in New York.

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'Expect Corrections': Jim Cramer Says Young Investors Rebuilding Savings After Buying A Home Should Focus On Long-Term Investing

Tanya Rawat — Mon, 25 May 2026 11:20:02 +0000

Jim Cramer on CNBC's Mad Money advised young investors rebuilding savings after buying a home to focus on long-term investing through a mix of index funds and individual stocks while preparing for inevitable market volatility.

Responding to a caller who said he had recently drained much of his savings for a home down payment, Cramer recommended a "50/50" investing strategy split between broad index funds and a smaller basket of carefully selected individual companies.

"Five stocks that you like and then index funds. So index for 50%, stocks for 50%," Cramer said.

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Long-Term Focus

Cramer argued younger investors should lean toward growth-focused indexes like the Nasdaq rather than the S&P 500 because they have more time to recover from downturns ...

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Jim Cramer Says 'No Breaking' Nvidia Stock's Pattern, Gene Munster Says Post-Earnings Trading Is 'Noise' And Not Connected To Fundamentals

Ananya Gairola — Fri, 22 May 2026 03:36:48 +0000

On Thursday, Jim Cramer and Gene Munster said Nvidia Corporation's (NASDAQ:NVDA) long-term AI growth remains strong even after the stock dipped following its earnings report.

Nvidia Stock Slips After Strong Earnings Beat

Nvidia shares closed down 1.77% at $219.51 on Thursday, one day after the company reported first-quarter results that topped Wall Street expectations. The stock edged slightly higher in after-hours trading.

The AI chip giant reported revenue of $81.615 billion for the quarter, up 85% year over year and ahead of analysts' estimates of $78.796 billion.

Adjusted earnings came in at $1.87 per share, beating expectations of $1.76 per share.

Nvidia also issued strong second-quarter guidance, forecasting revenue between $89.18 billion and $92.82 billion, above Street estimates of $86.62 billion.

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Gene Munster Calls Post-Earnings Moves ‘Noise'

Ahead of Thursday's trading session, Deepwater Asset Management managing partner Gene Munster downplayed the importance of short-term market reactions after earnings.

"I have a bad habit ...

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Jim Cramer: This Industrial Tech Stock Is 'Growing Like A Weed'

Avi Kapoor — Thu, 21 May 2026 12:26:31 +0000

On CNBC's “Mad Money Lightning Round,” Jim Cramer said Equinix (NASDAQ:EQIX) is a “great way to play the data center.”

Lending support to his choice, Guggenheim analyst Joseph Osha, on Wednesday, reiterated Equinix with a Buy and maintained a $1,235 price target.

Cramer said Xometry, Inc. (NASDAQ:XMTR) is “growing like a weed.” He will invite Xometry ...

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Jim Cramer Likes ARM 'Very Much' As Stock Jumps 3% Premarket, But Calls Post-Nvidia Surge 'A Little Silly'

Rishabh Mishra — Thu, 21 May 2026 12:02:22 +0000

Arm Holdings PLC (NASDAQ:ARM) shares rose over 3% in premarket trading on Thursday following Nvidia Corp.‘s (NASDAQ:NVDA) blowout quarterly report, even as CNBC’s Jim Cramer warned that crowning the chip designer as the earnings call’s top beneficiary is overblown.

Market Reaction Deemed ‘Silly’

In a social media post, the Mad Money host revealed that while his charitable trust maintains a significant stake in the company, the immediate sympathy rally felt disconnected from the actual earnings event.

“We have a nice-sized position in ARM, and while I like it very much, it seems ‘a little silly’ that it is last night’s ‘BIGGEST winner’ off of the Nvidia call,” Cramer wrote, urging investors to maintain perspective amid the sector-wide excitement.

We have a nice sized position in ARM and while I like it very much, it seems a little silly that it is last night's BIGGEST winner off of the Nvidia call

— Jim Cramer (@jimcramer) May 21, 2026

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Jim Cramer Warns Amazon And Alphabet Chips Seem 'So Easy' To Buy, But They Don't Hold 'Value'

Rishabh Mishra — Thu, 21 May 2026 10:16:22 +0000

CNBC's Mad Money host Jim Cramer cautioned that while opting for Amazon.com Inc. (NASDAQ:AMZN) and Alphabet Inc.‘s (NASDAQ:GOOG) (NASDAQ:GOOGL) proprietary AI chips looks convenient, rival tech hardware fails to maintain long-term asset worth compared to market leader Nvidia Corp. (NASDAQ:NVDA).

The Depreciation Trap

In a social media post on Thursday morning, the financial commentator broke down the hidden long-term risks of shifting away from Nvidia's dominant ecosystem. While tech buyers might be tempted by alternative hardware options, Cramer highlighted a steep financial downside to proprietary hyperscaler silicon.

“It seems ‘so easy’ to just go buy the Amazon or Alphabet GPU version,” Cramer noted, pointing out the illusion of convenience in opting for internal cloud chips like Google’s TPUs or Amazon’s Trainium and Inferentia.

However, he quickly warned that these alternatives are “hard to get credit against and do not hold their ‘value’ over the years like Nvidia’s do.”

It seems so easy to just go buy the Amazon or Alphabet GPU version but they are hard to get credit against and do not hold their value over the years like Nvidia's do. Doesn't matter tomorrow or the next day, does matter over the long haul. And i like AMZN & GOOGL

— Jim Cramer (@jimcramer) May 20, 2026

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Jim Cramer Says Nvidia Stock Getting 'Relentless Hammering' A Familiar Pattern, Daniel Newman Calls Company 'Victim Of Its Own Success'

Ananya Gairola — Thu, 21 May 2026 02:06:09 +0000

On Wednesday, Nvidia Corp (NASDAQ:NVDA) shares closed up 1.3% at $223.47 and slipped 1.26% to $220.66 in after-hours trading following the company's earnings report. The company's first-quarter earnings prompted reactions from Jim Cramer, Gene Munster and Daniel Newman.

Nvidia Earnings Top Estimates As AI Demand Surges

Nvidia reported first-quarter revenue of $81.6 billion, up 85% year-over-year and above analyst estimates of $78.8 billion.

The chip giant also posted adjusted earnings of $1.87 per share, beating Wall Street expectations of $1.76 per share.

The company guided for second-quarter revenue between $89.18 billion and $92.82 billion, topping consensus estimates of $86.62 billion.

Gene Munster Says AI Boom May Still Be In ‘Second Inning'

Deepwater Asset Management's managing partner Munster said Nvidia's results suggest the AI spending cycle remains in its early stages despite already explosive growth.

"Growth went from 89% to 109%," Munster said in a post-earnings video, adding that the company's latest commentary suggests it is not facing meaningful supply constraints.

$NVDA keeps crushing high expectations. It was a $27B business in CY22. This year it will be more than $400B. Investors are more worried that the growth will slow next year. pic.twitter.com/zPjXuwAJu0

— Gene Munster (@munster_gene) May 20, 2026

He pointed to Nvidia's repeated statement that it has "strategically secured inventory and capacity" as evidence that demand — not limited supply — is driving the company's growth.

Digging deeper into the $NVDA numbers: The comment "We have strategically secured inventory and capacity to meet demand beyond the next several quarters." is the same verbiage they used last quarter.

That says they are not, and not expecting to be supply or production…

— Gene Munster (@munster_gene) May 20, ...

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Intel CEO Is Building A 'New Intel' That Works At 'Speed Of Light'

Surbhi Jain — Wed, 20 May 2026 14:32:44 +0000

Intel Corp (NASDAQ:INTC) CEO Lip-Bu Tan says the company that once dominated the data center market is trying to reinvent itself with faster decision-making, flatter management and a culture built around execution instead of bureaucracy.

Speaking at the J.P. Morgan TMC Conference and at CNBC’s Mad Money episode with Jim Cramer, Tan described what increasingly sounds like an attempt to build a “New Intel.” An Intel designed to move at "speed-of-light" pace after years of delays, missed manufacturing targets and growing pressure from rivals like Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) and Nvidia Corp (NASDAQ:NVDA).

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Inside Lip-Bu Tan's Push To Reinvent Intel

Intel has compressed its management hierarchy from as many as 12 layers down to five, with engineering leaders now reporting directly to Tan. The company has also adopted a "bad news first" philosophy that requires problems to be surfaced within 24 hours, while eliminating unnecessary meetings and tightening accountability standards internally.

Tan contrasted the changes with Intel's previous environment, where some decisions could take up to a year.

The turnaround push appears to extend beyond ...

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Jim Cramer Says Towns Should Demand 'Strict Adherence' From Big Tech Building Data Centers

Rishabh Mishra — Wed, 20 May 2026 07:19:38 +0000

Jim Cramer is calling on local municipalities across the country to leverage their negotiating power against tech giants building data centers, urging towns to demand both environmental protections and significant community investments before allowing construction to begin.

Enforcing Environmental Accountability

As the artificial intelligence (AI) boom and digital transformation drive a massive expansion in technical infrastructure, Cramer took to X to warn communities about the historical ecological toll of these massive facilities.

He pointed out that “many data center builders initially got away with damaging the environment,” signaling an urgent need for a fundamental shift in how local governments handle tech zoning and corporate approvals.

“Each town must be sure to demand strict adherence to pollution rules,” Cramer stated. He empowered locales to hold their ground and walk away from inadequate deals, adding, “Ask for what your town needs. If they won’t give it, then let them go elsewhere.”

Many data center builders initially got away with damaging the environment. Each town must be sure to demand strict adherence to pollution rules. Ask for what your town needs. If they won't give it, then let them go elsewhere.

— Jim Cramer (@jimcramer) May 19, 2026

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Jim Cramer Warns Oil Could Break $119 High If There Is 'No Peace,' Says Trump's Comments No Longer Impact Prices Amid Iran War

Badar Shaikh — Wed, 20 May 2026 04:24:59 +0000

Jim Cramer said on Tuesday that President Donald Trump‘s comments no longer positively impact oil prices as uncertainty looms over the Strait of Hormuz amid tensions between Washington and Tehran.

The Big Problem With Oil

In a post on X, Cramer outlined the “big problem” with oil prices in recent times, saying that the prices go “down less when Trump says there is a hint of peace,” but rally when “there is a rumor of war.”

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He then shared that oil prices could “challenge” the $119 high if there was “no peace,” this time out. “All of this truce-carrot with no stick breeds higher and higher prices,” Cramer said.

Here's the big problem ...

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