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

Networking company Ciena

Meanwhile, Lululemon

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.

Sign up now for the CNBC Investing Club to follow Jim Cramer’s every move in the market.

Disclaimer

Questions for Cramer?
Call Cramer: 1-800-743-CNBC

Want to take a deep dive into Cramer’s world? Hit him up!
Mad Money TwitterJim Cramer TwitterFacebookInstagram

Questions, comments, suggestions for the “Mad Money” website? madcap@cnbc.com

Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.