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Dell Stock Surges 30% on Friday, Cramer Reiterates Nvidia as Top AI Infrastructure Play

GateNews

Stocks AI Industry News

2026-05-29 16:38:39

DELL4.89%

NVDA-5.32%

According to BlockBeats, Jim Cramer, former hedge fund manager and CNBC host, said on Friday (May 30) that Dell's latest earnings report reaffirmed his bullish stance on Nvidia. Dell shares jumped 30% on Friday, marking a potential record single-day gain, driven by strong demand for AI servers and data center infrastructure. Cramer views Nvidia as Dell's key partner for AI systems and the most compelling investment in the current AI infrastructure buildout wave. "This is a stock you should be buying," Cramer stated, adding that he expects industry executives including Nvidia's CEO Jensen Huang to signal next-generation AI demand during next week's Computex Taiwan.

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