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Jim Cramer: Dell's Strong Earnings Report Once Again Validates AI Demand, NVIDIA Still the Best Play in AI

2026.05.30 00:40:41

May 30 — Former hedge fund manager and CNBC host Jim Cramer says Dell’s latest financial results have reaffirmed his bullish outlook on Nvidia. Fueled by strong demand for AI servers and data center infrastructure, Dell’s stock surged 30% on Friday, putting it on track for its best single-day performance ever. Cramer calls Nvidia a key partner in Dell’s AI strategy and the most attractive investment play in the current AI infrastructure boom. “This is the stock to buy,” he stated. He adds that Nvidia remains the best way to bet on AI development, and expects next week’s Taipei Computer Show (Computex) will bring further signals about next-generation AI demand from industry leaders like Nvidia’s Jensen Huang.
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