Jim Cramer says Dell’s blowout quarter sets up a crucial week for AI stocks
May 29, 2026
CNBC’s Jim Cramer said next week could bring key answers for technology stocks after a blockbuster quarter from Dell Technologiesenthusiasm around the data center trade.
“When we look back, I wonder if we’ll say this was that moment when Dell simply took over the computer space” the “Mad Money” host said Friday, calling the company’s latest earnings one of the biggest “blowouts” he can recall.
Tech has dominated the market this year, particularly companies tied to artificial intelligence infrastructure. But he said that one notable laggard has emerged: Nvidia
That could begin to change next week when CEO Jensen Huang delivers a keynote at Computex in Taiwan. Cramer said the event has historically been a “stake in the ground moment” for Nvidia and could include new announcements, particularly about PCs. Executives from other key tech players such as Arm HoldingsMarvell TechnologyIntelQualcomm
Cramer then turned to the week ahead.
Monday
Other than Huang’s presentation, Merck
Tuesday
Dollar GeneralDollar Treestronger-than-expected results on Thursday. Cramer expects Dollar General shares could rebound.
After the bell, Palo Alto NetworksCharitable Trust, the portfolio run by the CNBC Investing Club, reports. While the stock often rallies into earnings before profit-taking sets in, Cramer said rising AI-driven cyber threats could support results.
Ultalast earnings report in March. Deutsche Bank slashed its price target Friday ahead the results. “It was jarring,” Cramer warned.
Wednesday
Medical device maker Medtronic
After the close, two stocks in the Charitable Trust — BroadcomCrowdStrike
Discount retailer Five Below
Thursday
Friday
The Labor Department’s monthly jobs report closes out the week and could shape expectations for interest-rate cuts.
“It’s a very important number,” Cramer said, because it “needs to be weak enough to justify a rate cut” from the Federal Reserve under new Chair Kevin Warsh.
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