Observed Signal · Aug 27, 2026 · Earnings Report · Source: CNBC Technology · Impact: 4/5 · Sentiment: Positive
Cramer: Nvidia, Salesforce Earnings Upend Bear Narratives
Jim Cramer said strong quarterly results from Nvidia and Salesforce shattered two major bearish narratives that had pressured their stocks. Salesforce reported its strongest sales growth in four years, with year‑over‑year seat gains across sales, service and Slack and AI‑bundle bookings more than doubling, undermining fears that AI would obsolete traditional software subscriptions. Nvidia delivered results and guidance that challenged concerns about slowing hyperscaler demand and competition: management signaled roughly 70% revenue growth for fiscal 2028, and CEO Jensen Huang said older infrastructure remains productive. Amazon Web Services committed to buying 2 million Nvidia GPUs (and potentially millions of new Vera CPUs), underscoring sustained demand for Nvidia’s chips, Cramer said.
Earnings from two major technology companies (Nvidia and Salesforce) materially shift investor views on AI demand, enterprise software resilience, and chip adoption; per rules, major platform earnings warrant high importance for industry impact.
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Key Takeaways & Evidence Grounding
- Jim Cramer said earnings from Nvidia and Salesforce shattered two major bear narratives weighing on those tech stocks.
- Salesforce reported its strongest sales growth in four years; seats across sales, service and Slack grew year over year and bookings for AI‑focused bundles more than doubled from the prior quarter.
- Nvidia and Salesforce shares rose about 8% and 22%, respectively, after both reported better‑than‑expected quarterly results.
- Nvidia indicated revenue could grow roughly 70% in fiscal 2028, above the roughly 45% Wall Street expectation.
- Amazon Web Services plans to buy 2 million Nvidia GPUs and potentially millions of its new Vera CPUs, according to the article.
Connected Companies & Entities
6 Entities mapped“CNBC’s Jim Cramer on Thursday said strong earnings results from Nvidia and Salesforce shattered two of Wall Street’s biggest tech bear narra...”
“For Salesforce, investors have worried that increasingly capable AI models could allow businesses to accomplish more with fewer traditional ...”
“Salesforce’s expanding partnership with Anthropic further undercut the bear case, according to Cramer....”
“Amazon Web Services plans to buy 2 million Nvidia GPUs and potentially millions of its new Vera CPUs....”
“CNBC’s Jim Cramer said strong earnings results from Nvidia and Salesforce shattered two of Wall Street’s biggest tech bear narratives, sendi...”
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Cramer: Nvidia Wins from Dell's Strong Quarter
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Cramer: Nvidia Chip Demand Accelerates on Instant ROI
CNBC’s Jim Cramer said Nvidia’s AI chip demand is accelerating because customers are seeing immediate profitability from deploying the company’s hardware. The comments followed Nvidia’s better-than-expected fiscal Q2 2027 results, a fourth consecutive quarter of accelerating year-over-year revenue growth, and a strong sales outlook. CEO Jensen Huang said ROI timelines have shortened to under a year for large data-center deployments. Nvidia also expanded its partnership with Amazon Web Services, with AWS committing to buy 2 million additional Nvidia GPUs in 2027 and 2028 and to install Vera CPUs; Amazon will also use Nvidia technology for robotics. Nvidia’s finance chief said growth will be driven largely by non-hyperscaler customers, including neoclouds such as CoreWeave and Nebius, as well as enterprises.
Cramer: Nvidia 'All-Important' to the AI Trade
Jim Cramer said Nvidia has become central to the artificial intelligence boom, arguing the chipmaker's upcoming earnings will act as a referendum on the entire AI trade. Cramer remains bullish on Nvidia despite concerns about competition, political opposition to data-center construction, shortages of high-bandwidth memory that are costing sales, and U.S. export restrictions limiting advanced chip sales to China. He also pushed back on criticism of Nvidia's investments across the AI ecosystem, saying they help strengthen the broader market and maintain its leadership. Nvidia is scheduled to report earnings Wednesday after the bell; Cramer warned that broader concerns could overshadow even a strong quarter. The article notes Cramer’s Charitable Trust owns Nvidia shares.
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