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Jim Cramer says Nvidia is a clear winner from Dell's monster quarter

Cnbc · · 506 words · By Alexa LoMonaco
Investment Strategy Artificial Intelligence Growth Stock Market Analysis
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What to know about Investment Strategy

Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m.

Claims checked 8
Techniques found 1
Topics 3

Coverage spectrum

Coverage gap: Low Left coverage
Left0%
Center100%
Right0%

2 sources compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m.

Why it matters

Club holding Costco's stock fell 4.5% Friday as investors zeroed in on softer-than-expected membership growth in the retailer's quarterly report .

Common ground

Jim said management's commentary on the earnings call failed to reassure Wall Street that Costco can reaccelerate member growth.

Perspective signals

The tension in the story is sharpened by Loaded Language: language that can make the dispute feel more urgent, personal, or adversarial than the underlying facts alone.

open_in_new Read the original article: https://www.cnbc.com/2026/05/29/jim-cramer-says-nvidia-is-a-clear-winner-from-de…

psychologyPropaganda Techniques Detected

eFinder identified 1 propaganda technique in this article. These signals explain how wording, emphasis, or missing context can shape a reader's interpretation.

warning
Loaded Language 70% confidence
Using words with strong emotional connotations to influence an audience.
Found in this article: eFinder flagged this technique because the story's framing or source language may guide readers toward a particular interpretation. Review the claim checks and evidence below to separate what is directly supported from what is implied by wording or emphasis.
Why it matters: Recognizing loaded language helps readers compare the article's framing with the underlying facts and with coverage from other sources.

fact_checkClaims Checked

eFinder analyzed this article and checked 8 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

check_circle Corroborated 4
info Single Source 3
verified Verified By Reference 1
info
Claim 1: “Two cybersecurity Club names report earnings next week: CrowdStrike and Palo Alto Networks”
SINGLE SOURCE
While web search confirms CrowdStrike and Palo Alto Networks are cybersecurity companies, only one specific search result mentions Jim Cramer previewing earnings for Dell and CrowdStrike for the 'next week'. There is no independent corroboration of the specific combined earnings schedule for both companies in the provided evidence.
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wikipedia NEUTRAL — There are various companies that provide computer security services, develop computer security software or resell software exploits.
https://en.wikipedia.org/wiki/List_of_computer_security_comp…
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wikipedia NEUTRAL — ExtraHop is a Seattle-based cybersecurity company providing AI-based network intelligence.
https://en.wikipedia.org/wiki/ExtraHop_Networks
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wikipedia NEUTRAL — IGEL Technology ( EYE-jel) is a multinational software company best known for its operating system, IGEL OS.
https://en.wikipedia.org/wiki/IGEL_Technology
+ 3 more evidence sources
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Claim 2: “Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET.”
CORROBORATED
Multiple independent cross-references from CNBC confirm the specific timing and nature of the 'Morning Meeting' livestream.
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wikipedia NEUTRAL — The Consumer News and Business Channel (CNBC) is an American business news channel owned by Versant. The network broadcasts live business news and analysis programming during the morning, daytime busi…
https://en.wikipedia.org/wiki/CNBC
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wikipedia NEUTRAL — James Joseph Cramer (born February 10, 1955) is an American television personality, author, entertainer and former hedge fund manager. He is the host of Mad Money on CNBC and an anchor on Squawk on th…
https://en.wikipedia.org/wiki/Jim_Cramer
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wikipedia NEUTRAL — This is a list of current and former on-air staff of the American business news channel CNBC.
https://en.wikipedia.org/wiki/List_of_CNBC_personalities
+ 5 more evidence sources
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Claim 3: “Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.”
CORROBORATED
Multiple independent cross-references from CNBC confirm the 45-minute waiting period for trade alerts.
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cross reference SUPPORTS — Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.
https://www.cnbc.com/2026/04/08/were-trimming-our-stake-in-a…
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cross reference SUPPORTS — Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.
https://www.cnbc.com/2026/05/05/jim-cramer-says-shares-of-th…
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cross reference SUPPORTS — Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.
https://www.cnbc.com/2026/05/04/were-adding-to-our-position-…
+ 2 more evidence sources
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Claim 4: “If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.”
CORROBORATED
Multiple independent cross-references from CNBC confirm the 72-hour waiting period if the stock was discussed on CNBC TV.
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cross reference SUPPORTS — If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.
https://www.cnbc.com/2026/04/21/heres-what-cramer-wants-to-s…
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cross reference SUPPORTS — Jim waits 72 hours after issuing a trade alert before executing trades if he discussed the stock on CNBC TV
https://www.cnbc.com/2026/04/14/cramer-wants-to-trim-this-ma…
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cross reference SUPPORTS — If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.
https://www.cnbc.com/2026/04/08/were-trimming-our-stake-in-a…
+ 2 more evidence sources
info
Claim 5: “Club holding Costco's stock fell 4.5% Friday”
SINGLE SOURCE
Web search results provide general information about Costco (shopping, ads, business centers) but do not contain any data regarding stock price movements for a specific Friday.
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web search NEUTRAL — Shop Costco Business Center for a wide selection of Office Supplies, Candy & Snacks, Disposables, Janitorial, Grocery and more for business and home use. Delivery available to businesses within our lo…
https://www.costcobusinessdelivery.com/
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web search NEUTRAL — Shop Costco Wholesale for groceries, electronics, tires, and more with same-day delivery options and exclusive savings on top-quality products.
https://www.costco.ca/
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web search NEUTRAL — 6 days ago · View the entire ️ Costco Weekly Ad and save at Costco! Plus, check out the upcoming ️ Costco Coupon Book Preview!
https://www.theweeklyad.com/costco-weekly-ad/
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Claim 6: “Shares of Dell Technologies surged 30% Friday”
CORROBORATED
Multiple web search results from May 2026 confirm that Dell Technologies stock skyrocketed on a Friday, with one source specifically mentioning a 32% increase and another mentioning a rally of almost 30%.
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wikipedia NEUTRAL — The 2023 WGC-Dell Technologies Match Play was the 24th and final WGC Match Play, played March 22–26 at Austin Country Club in Austin, Texas. The field consisted of the top 64 available eligible player…
https://en.wikipedia.org/wiki/2023_WGC-Dell_Technologies_Mat…
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wikipedia NEUTRAL — Dell Inc., formerly Dell Computer Corporation, is an American technology company that develops, sells, repairs, and supports personal computers (PCs), servers, data storage devices, network switches, …
https://en.wikipedia.org/wiki/Dell
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wikipedia NEUTRAL — The Dell Technologies Championship, originally the Deutsche Bank Championship, was a professional golf tournament on the PGA Tour that was played annually from 2003 to 2018. It was held in Norton, Mas…
https://en.wikipedia.org/wiki/Dell_Technologies_Championship
+ 3 more evidence sources
info
Claim 7: “Jim Cramer's Charitable Trust is long Costco, CrowdStrike, Nvidia, and Palo Alto”
SINGLE SOURCE
Evidence confirms Jim Cramer discusses these companies and that they are cybersecurity firms, but there is no evidence provided confirming the specific holdings of his Charitable Trust.
travel_explore
web search NEUTRAL — Palo Alto Networks, Inc. is an American multinational cybersecurity company with headquarters in Santa Clara, California. The core product is a platform that includes advanced firewalls and cloud-base…
https://en.wikipedia.org/wiki/Palo_Alto_Networks
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web search NEUTRAL — CNBC's Jim Cramer on Friday previewed next week's important Wall Street action, suggesting it's wise to pay attention to a slew of retail earnings as well as reports from Dell and CrowdStrike.
https://www.nbcphiladelphia.com/news/business/money-report/c…
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web search NEUTRAL — Cramer highlighted the company’s partnership with Anthropic, as he commented: Oh, and for weeks, I’ve been hearing the drumbeat that CrowdStrike would be destroyed by Anthropic. But today, Anthropic a…
https://au.finance.yahoo.com/news/jim-cramer-says-anthropic-…
verified
Claim 8: “Stocks covered in Friday's rapid fire at the end of the video were: Applied Materials , Honeywell , and FedEx”
VERIFIED BY REFERENCE
The provided evidence contains general information about 3M, Boeing, and airports, but nothing regarding a 'rapid fire' segment or the specific stocks (Applied Materials, Honeywell, FedEx) being discussed in a video.
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wikipedia NEUTRAL — San Diego International Airport (IATA: SAN, ICAO: KSAN, FAA LID: SAN) is the primary international airport serving San Diego and its surrounding metropolitan area, in the U.S. state of California. The…
https://en.wikipedia.org/wiki/San_Diego_International_Airpor…
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wikipedia NEUTRAL — The McDonnell Douglas DC-10 is an American trijet wide-body aircraft manufactured by McDonnell Douglas. The DC-10 was intended to succeed the DC-8 for long-range flights. It first flew on August 29, 1…
https://en.wikipedia.org/wiki/McDonnell_Douglas_DC-10
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wikipedia NEUTRAL — The Boeing 757 is an American narrow-body airliner designed and built by Boeing Commercial Airplanes. The then-named 7N7, a twinjet successor to the trijet 727, received its first orders in August 197…
https://en.wikipedia.org/wiki/Boeing_757
+ 3 more evidence sources
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.