Observed Signal · May 21, 2026 · Investment Recommendation · Source: CNBC Technology · Impact: 2/5 · Sentiment: Neutral
Cramer: Buy Nvidia, Trim Arm, FedEx Has 30% Upside
A CNBC Investing Club recap of Jim Cramer’s Morning Meeting on May 21, 2026, covered market moves and trade calls. Stocks fell after U.S. oil topped $100, weighing on sentiment. Cramer characterized Nvidia’s post‑earnings pullback as a buying opportunity for gradual position building. Nvidia’s earnings call highlighted demand for an Arm‑based Vera CPU and management projected roughly $20 billion in CPU‑related revenue, which helped lift Arm Holdings shares. After a strong run in Arm, Cramer recommended taking some profits. Citi reinstated a buy rating on FedEx with a $443 price target and noted a freight spinoff effective June 1; Cramer said FedEx could reach $500 (~30% upside) and the Investing Club began a FedEx position earlier in the week. Other stocks briefly discussed included Walmart, Ralph Lauren, Deere and Intuit.
Market commentary and trade calls referencing Nvidia earnings, Arm share movement, and a FedEx spinoff/rating change are relevant to investors but do not represent an industry‑shifting policy or platform technical release.
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Key Takeaways & Evidence Grounding
- U.S. oil prices climbed above $100 a barrel on May 21, 2026, contributing to a market pullback.
- Jim Cramer recommended buying Nvidia on its modest post‑earnings pullback as a gradual position for investors.
- Nvidia management highlighted strong demand for an Arm‑based Vera CPU and projected roughly $20 billion in CPU‑related revenue this year.
- Arm Holdings shares rose nearly 9% on the Nvidia commentary and have rallied about 60% since the Investing Club first bought shares; Cramer suggested trimming some exposure.
- Citi reinstated FedEx with a buy rating and $443 price target; FedEx plans a freight spinoff on June 1, and Cramer said the stock could reach $500 (about 30% upside).
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