By Trevor Jennewine
Publication Date: 2026-09-26 08:48:00
Shares of Nvidia (NVDA +0.22%) and CrowdStrike Holdings (CRWD -2.90%) have added 1,400% and 875%, respectively, since the artificial intelligence boom began in January 2023. However, Jim Cramer recently recommended buying both stocks.
Why should you care what Cramer thinks? While best known for hosting CNBC’s Mad Money, he previously ran a successful hedge fund that earned 24% annually over 14 years. That makes his opinion worth considering.
Image source: Getty Images.
1. Nvidia
Nvidia dominates the artificial intelligence (AI) infrastructure market because its graphics processing units (GPUs) combine industry-leading performance with a software ecosystem of unparalleled breadth. Nvidia GPUs are used to accelerate training and inference tasks, and they account for nearly 90% of AI accelerator sales.
Beyond that, Nvidia also develops adjacent hardware that lets customers build integrated data center systems with a lower total cost of ownership than assembling systems from multiple vendors. Nvidia is the largest networking company in the world, and it’s on pace to be the largest supplier of central processing units (CPUs) this year.
Nvidia reported exceptional financial results in the second quarter of fiscal 2027, which ended in July 2026. Revenue increased 106% to $96.2 billion, gross margin expanded 2.5 percentage points, and non-GAAP net income rose 120% to $2.22 per diluted share. The company is well-positioned to maintain that momentum as AI spending increases in…
