I wonder if we will say this is the era when Dell took over the computer space, says Jim Cramer
Speakers
Jim Cramer
— Host, Mad Money
Summary
Jim Cramer highlights Dell's massive quarterly blowout and its partnership with NVIDIA. He also discusses the inexplicable decline in NVIDIA's stock and looks ahead to Jensen Huang's Computex keynote. Cramer observes strength in underperforming software stocks and a broader data center theme.
- Dell's stock surged 32% after a blowout quarter.
- Dell's fastest growth came from its NVIDIA partnership.
- NVIDIA's stock fell inexplicably on no news.
- Cramer expects Computex keynote may reverse NVIDIA's decline.
- Software stocks like ServiceNow, Salesforce bounced after underperformance.
- Many tech quarters tied to data center investments.
- End-of-day profit taking seen in hardware leaders.
- Cramer looks for catalyst from NVIDIA CEO at Computex.
Trade Ideas
Dell's blowout signals hardware space takeover.
Dell's quarter was a true surprise, with its fastest growing segment from the partnership with NVIDIA, and the stock gained 32% in one session, defining the day and showing tech strength.
NVIDIA decline may reverse at Computex.
NVIDIA's stock fell inexplicably by $3 in the final minutes on no news, but upcoming Computex keynote by CEO Jensen Huang could unveil something special, possibly reversing the decline.
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This CNBC video, published May 29, 2026, features Jim Cramer discussing DELL, NVDA. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Jim Cramer · Tickers: DELL, NVDA