Here’s What Jim Cramer Is Saying About Semis in August

Jim Cramer is putting semiconductors back on the marquee. The CNBC host teed up an Investing Club call focused on semis for Thursday, Aug. 13, signaling that the AI silicon complex remains the sector he wants members thinking about heading into the back half of 2026. The teaser itself is thin on specifics, but the timing is deliberate: chip earnings this quarter have redrawn the leaderboard, and the group is fracturing between AI infrastructure winners and everyone else.

Here is what the earnings reports are telling investors across the five names most closely tied to Cramer’s semi thesis.

NVIDIA: Still the Center of Gravity

NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) delivered $81.61 billion in Q1 FY2027 revenue, up 85.2% year over year, with Data Center alone at $75.25 billion and networking up 199%. Management guided Q2 to $91 billion at a 75% gross margin. Shares are up 19.57% year to date, and Polymarket assigns a 66.5%…