By Ramish Cheema
Publication Date: 2026-05-02 06:09:00
We have recently shared
Jim Cramer Made A Big Prediction About OpenAI & Discussed These 20 Stocks. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks discussed by Jim Cramer.
AI GPU giant NVIDIA Corporation (NASDAQ:NVDA)’s shares have performed well lately, as they are up by 29% over the past month. The performance has vindicated Cramer, who maintained throughout the year that the shares had to go higher and the reasons behind their weakness were incomprehensible. Bernstein discussed the firm on April 17th as it reiterated an Outperform rating and a $300 share price target. The financial firm had set the rating and the target after NVIDIA Corporation (NASDAQ:NVDA) had reported its fourth quarter earnings in February. In this appearance, Cramer discussed the firm after Intel’s earnings report and discussed that the GPU company could benefit from a CPU shortage that Intel’s CEO had commented on:
“NVIDIA’s not up, and a lot of people feel that’s because everybody has to spend a lot on CPUs they thought [inaudible] the money for GPUs. That’s exactly the opposite of what Lip-Bu is saying, which is that the amount of demand for everything is just far in excess of what he thought and what anyone thought.”
Photo by JESHOOTS.COM on Unsplash
Nightview Capital discussed NVIDIA Corporation (NASDAQ:NVDA) in its Q1 2026 investor letter:
“The AI efficiency selloff in NVIDIA…
