{"id":55783,"date":"2026-05-29T23:27:27","date_gmt":"2026-05-29T23:27:27","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/55783\/"},"modified":"2026-05-29T23:27:27","modified_gmt":"2026-05-29T23:27:27","slug":"jim-cramer-says-dells-blowout-quarter-sets-up-a-crucial-week-for-ai-stocks","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/55783\/","title":{"rendered":"Jim Cramer says Dell\u2019s blowout quarter sets up a crucial week for AI stocks"},"content":{"rendered":"<p><img decoding=\"async\" class=\"InlineVideo-videoThumbnail\" src=\"https:\/\/www.europesays.com\/ai\/wp-content\/uploads\/2026\/05\/108314163-6ED1-REQ-052926-MMABLOCKSHORT.jpg\" alt=\"I wonder if we will say this is the era when Dell took over the computer space, says Jim Cramer\"\/><\/p>\n<p>CNBC&#8217;s <a href=\"https:\/\/www.cnbc.com\/jim-cramer\/\" rel=\"nofollow noopener\" target=\"_blank\">Jim Cramer<\/a> said next week could bring key answers for technology stocks after a <a href=\"https:\/\/www.cnbc.com\/2026\/05\/28\/dell-q1-earnings-report-2027.html\" rel=\"nofollow noopener\" target=\"_blank\">blockbuster quarter<\/a> from <a href=\"https:\/\/www.cnbc.com\/quotes\/DELL\/\" rel=\"nofollow noopener\" target=\"_blank\">Dell Technologies<\/a> added to the <a href=\"https:\/\/www.cnbc.com\/2026\/05\/29\/dells-earnings-blowout-makes-clear-now-is-not-the-time-to-go-against-the-ai-grain.html\" rel=\"nofollow noopener\" target=\"_blank\">enthusiasm around the data center trade<\/a>.<\/p>\n<p>&#8220;When we look back, I wonder if we&#8217;ll say this was that moment when Dell simply took over the computer space&#8221; the &#8220;<a href=\"https:\/\/www.cnbc.com\/mad-money\/\" rel=\"nofollow noopener\" target=\"_blank\">Mad Money<\/a>&#8221; host said Friday, calling the company&#8217;s latest earnings one of the biggest &#8220;blowouts&#8221; he can recall.<\/p>\n<p>Tech has dominated the market this year, particularly companies tied to artificial intelligence infrastructure. But he said that one notable laggard has emerged: <a href=\"https:\/\/www.cnbc.com\/quotes\/NVDA\/\" rel=\"nofollow noopener\" target=\"_blank\">Nvidia<\/a>. <\/p>\n<p>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 &#8220;stake in the ground moment&#8221; for Nvidia and could include new announcements, particularly about PCs. Executives from other key tech players such as <a href=\"https:\/\/www.cnbc.com\/quotes\/ARM\/\" rel=\"nofollow noopener\" target=\"_blank\">Arm Holdings<\/a>, <a href=\"https:\/\/www.cnbc.com\/quotes\/MRVL\/\" rel=\"nofollow noopener\" target=\"_blank\">Marvell Technology<\/a>, <a href=\"https:\/\/www.cnbc.com\/quotes\/INTC\/\" rel=\"nofollow noopener\" target=\"_blank\">Intel<\/a> and <a href=\"https:\/\/www.cnbc.com\/quotes\/QCOM\/\" rel=\"nofollow noopener\" target=\"_blank\">Qualcomm<\/a> will also be at Computex. <\/p>\n<p>Cramer then turned to the week ahead. <\/p>\n<p><a id=\"headline0\"\/>Monday <\/p>\n<p>Other than Huang&#8217;s presentation, <a href=\"https:\/\/www.cnbc.com\/quotes\/MRK\/\" rel=\"nofollow noopener\" target=\"_blank\">Merck<\/a> is set to host a meeting reviewing its cancer portfolio following the annual ASCO conference, offering investors a closer look at the drugmaker&#8217;s pipeline. <\/p>\n<p><a id=\"headline1\"\/>Tuesday <\/p>\n<p><a href=\"https:\/\/www.cnbc.com\/quotes\/DG\/\" rel=\"nofollow noopener\" target=\"_blank\">Dollar General<\/a> reports after rival <a href=\"https:\/\/www.cnbc.com\/quotes\/DLTR\/\" rel=\"nofollow noopener\" target=\"_blank\">Dollar Tree<\/a> posted <a href=\"https:\/\/www.businesswire.com\/news\/home\/20260528789333\/en\/Dollar-Tree-Inc.-Reports-First-Quarter-Results\" target=\"_blank\" rel=\"nofollow noopener\">stronger-than-expected results<\/a> on Thursday. Cramer expects Dollar General shares could rebound. <\/p>\n<p>After the bell, <a href=\"https:\/\/www.cnbc.com\/quotes\/PANW\/\" rel=\"nofollow noopener\" target=\"_blank\">Palo Alto Networks<\/a>, which is a holding in Cramer&#8217;s <a href=\"https:\/\/www.cnbc.com\/investingclub\/charitable-trust\/\" rel=\"nofollow noopener\" target=\"_blank\">Charitable Trust<\/a>, 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. <\/p>\n<p><a href=\"https:\/\/www.cnbc.com\/quotes\/ULTA\/\" rel=\"nofollow noopener\" target=\"_blank\">Ulta<\/a> also reports after a difficult year, with shares down sharply since its <a href=\"https:\/\/www.reuters.com\/business\/retail-consumer\/ulta-beauty-slides-rising-costs-hit-margins-focus-tiktok-push-under-new-ceo-2026-03-13\/\" target=\"_blank\" rel=\"nofollow noopener\">last earnings report in March<\/a>. Deutsche Bank slashed its price target Friday ahead the results. &#8220;It was jarring,&#8221; Cramer warned. <\/p>\n<p><a id=\"headline2\"\/>Wednesday <\/p>\n<p>Medical device maker <a href=\"https:\/\/www.cnbc.com\/quotes\/MDT\/\" rel=\"nofollow noopener\" target=\"_blank\">Medtronic<\/a> reports after a rough stretch for the broader medtech group. Cramer said he is not yet ready to get aggressive on the stock until he sees the quarter. <\/p>\n<p>After the close, two stocks in the Charitable Trust \u2014 <a href=\"https:\/\/www.cnbc.com\/quotes\/AVGO\/\" rel=\"nofollow noopener\" target=\"_blank\">Broadcom<\/a> and <a href=\"https:\/\/www.cnbc.com\/quotes\/CRWD\/\" rel=\"nofollow noopener\" target=\"_blank\">CrowdStrike<\/a> \u2014 report. Broadcom &#8220;could deliver a good&#8221; quarter Cramer said, though shares have lagged some AI chip peers this year. CrowdStrike, meanwhile, has gone &#8220;parabolic&#8221; and may face profit-taking even on strong results, according to Cramer. <\/p>\n<p>Discount retailer <a href=\"https:\/\/www.cnbc.com\/quotes\/FIVE\/\" rel=\"nofollow noopener\" target=\"_blank\">Five Below<\/a> also reports. After pulling back sharply from its highs, Cramer said he likes the stock &#8220;very much here.&#8221; <\/p>\n<p><a id=\"headline3\"\/>Thursday <\/p>\n<p>Networking company <a href=\"https:\/\/www.cnbc.com\/quotes\/CIEN\/\" rel=\"nofollow noopener\" target=\"_blank\">Ciena<\/a> reports after an enormous run this year, though Cramer said the company&#8217;s proprietary technology leaves room for further growth. <\/p>\n<p>Meanwhile, <a href=\"https:\/\/www.cnbc.com\/quotes\/LULU\/\" rel=\"nofollow noopener\" target=\"_blank\">Lululemon<\/a> faces what Cramer described as a potential &#8220;reset quarter&#8221; amid ongoing turmoil, cautioning investors against buying the stock ahead of earnings. <\/p>\n<p><a id=\"headline4\"\/>Friday <\/p>\n<p>The Labor Department&#8217;s monthly jobs report closes out the week and could shape expectations for interest-rate cuts. <\/p>\n<p>&#8220;It&#8217;s a very important number,&#8221; Cramer said, because it &#8220;needs to be weak enough to justify a rate cut&#8221; from the Federal Reserve under new Chair <a href=\"https:\/\/www.cnbc.com\/kevin-warsh\/\" rel=\"nofollow noopener\" target=\"_blank\">Kevin Warsh<\/a>. <\/p>\n<p><img decoding=\"async\" class=\"InlineVideo-videoThumbnail\" src=\"https:\/\/www.europesays.com\/ai\/wp-content\/uploads\/2026\/05\/108314164-6ED1-REQ-052926-MMABLOCK.jpg\" alt=\"Jim Cramer looks ahead to next week's market game plan\"\/><a href=\"https:\/\/www.google.com\/preferences\/source?q=https:\/\/www.cnbc.com\/\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"CNBC&#8217;s Jim Cramer said next week could bring key answers for technology stocks after a blockbuster quarter from&hellip;\n","protected":false},"author":2,"featured_media":28752,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[24,1901,25,339,133,347,309,148,32535,343,313,4737,32538,32540,32537,835,1096,2601,1099,9142,32534,286,5050,32536,32539,144,344,13218,5206,1820,134,32533],"class_list":["post-55783","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ai","tag-ai","tag-arm-holdings-plc","tag-artificial-intelligence","tag-breaking-news-business","tag-breaking-news-technology","tag-broadcom-inc","tag-business","tag-business-news","tag-ciena-corp","tag-crowdstrike-holdings-inc","tag-cybersecurity","tag-dell-technologies-inc","tag-dollar-general-corp","tag-dollar-tree-inc","tag-five-below-inc","tag-intel-corp","tag-investment-strategy","tag-jerome-powell","tag-jim-cramer","tag-kevin-warsh","tag-lululemon-athletica-inc","tag-markets","tag-marvell-technology-inc","tag-medtronic-plc","tag-merck-co-inc","tag-nvidia-corp","tag-palo-alto-networks-inc","tag-qualcomm-inc","tag-retail-industry","tag-stock-markets","tag-technology","tag-ulta-beauty-inc"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/55783","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=55783"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/55783\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/28752"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=55783"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=55783"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=55783"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}