Jim Cramer announced NVIDIA Corp. (NASDAQ:NVDA) hero of the artificial intelligence (AI) server explosion that sent Dell Technologies Inc. (NYSE:Dale) The stock rose on May 29.
In a post on X Friday, the Mad Money host said the real winner outside of Dell is Nvidia. As such, Cramer stated that he does not expect weakness in Nvidia shares to continue.
“The winner after Dell is Nvidia, but the stock is heavy again. I don’t think this can continue, especially with Jensen Huang’s speech at Computex Monday in Taiwan,” Cramer said. male.
It is worth noting that Dell’s AI server revenue for First quarter It reached a record high of $16.1 billion, representing a 757% increase year over year. Additionally, Dell’s AI Factory serves more than 5,000 enterprise customers.
As such, Cramer highlighted that Dell’s infrastructure boom could put Nvidia on a near-term upside. Moreover, the catalyst it relies on may be announced on Monday, June 1, when Huang takes the stage at the Taipei Music Center to deliver his keynote speech at Computex 2026.
During his upcoming keynote, Huang is expected to detail the rollout of the Vera Rubin platform, outline developments in active and physical AI, and present Nvidia’s full infrastructure vision.
Nvidia and Dell stock forecasts
Despite reporting a strong first-quarter performance, Dell stock may face a correction in June, like Finbold I mentioned. Over the past 30 days, DELL stock is up more than 103%, trading at around $418.53 at reporting time. As a result, the company’s market capitalization reached approximately $205.9 billion.
NVDA stock, on the other hand, is up about 2% over the same period, trading at roughly $217.13 at press time. As a result, the company’s value rose to more than $5.2 trillion.
Ultimately, Huang believes NVDA stock could rise a lot over the next few years, like Finbold He explained. As a result, Cramer’s long-term predictions could come true.
