In this article, we will look at Jim Cramer’s Game Plan: 5 Stocks to Watch, Including Dell and NVIDIA. Please visit Jim Cramer’s Game Plan: 25 Stocks to Watch, Including Broadcom and CrowdStrike, if you’d like to see the extended list and methodology behind it.
5. Snowflake Inc. (NYSE:SNOW)
Snowflake Inc. (NYSE:SNOW) was among the stocks Jim Cramer was focused on, as he discussed Mad Money’s latest game plan for the week. Cramer discussed the company’s upcoming analyst day, as he commented:
The next day, we’ve got some market-moving tech news. We know after speaking to Sridhar Ramaswamy, the CEO of Snowflake, earlier this week that he’ll be hosting an analyst day on Tuesday, and I expect the stock’s phenomenal post-quarter rally, which continued by the way with today’s 7% gain, will roll on. Yes, it was that good a quarter, a real conversion from an enterprise software company with some artificial intelligence to a genuine AI company that stores data. The latter’s worth a lot more in this market than the former, as shareholders blessedly found out this week.
Snowflake Inc. (NYSE:SNOW) provides a cloud platform that helps organizations pull their data into one place so they can analyze it, build data apps, share information, and use AI to solve business challenges. Cramer made positive comments about the company’s earnings during the May 27 episode, as he stated:
We finally got some ironclad proof that AI displacement worries simply don’t apply to some software companies. Look at Snowflake. This company shot the lights out after the bell, reporting a 7-cent earnings beat off a 32-cent basis with higher than expected revenue, up 33% year-over-year. Their remaining performance obligation, up 38%. Their AI business in particular is booming. Even better, management gave very strong guidance for both the current quarter and the full year, which is why the stock is flying in after-hours trading… The stock is flying as it should be… Everybody should understand, this is one that has transversed where the software companies are going. It’s finally where the money is, and the growth is, and that’s what matters. Snowflake has it; I wish others did, too.
4. Merck & Co., Inc. (NYSE:MRK)
Merck & Co., Inc. (NYSE:MRK) was among the stocks Jim Cramer was focused on, as he discussed Mad Money’s latest game plan for the week. It was one of the stocks mentioned in Cramer’s game plan, as he remarked:
Now Merck… Monday evening, very odd… the actual 6:00 PM, hosts a meeting to review its cancer portfolio after the 2026 American Society of Clinical Oncology Conference. That’s the most important cancer confab of the year. Merck’s cancer dominance has been challenged of late by JNJ. Let’s see what Merck has to say.
Merck & Co., Inc. (NYSE:MRK) is a healthcare company that provides a wide range of human and veterinary pharmaceuticals, vaccines, and health solutions. A caller asked about the stock during the May 1 episode, and Cramer responded:
Okay, I thought Merck got, you know what, Merck reported a really good quarter, and it just happened on a day when people didn’t like pharma, and they didn’t like healthcare. And Rob Davis did a good job. The stock’s starting to come back. It was up $3 today. I think it can manage its way, all the way back to $120. I think you do good homework.
3. FedEx Corporation (NYSE:FDX)
FedEx Corporation (NYSE:FDX) was among the stocks Jim Cramer was focused on, as he discussed Mad Money’s latest game plan for the week. Cramer highlighted the company’s LTL division spin-off, as he commented:
Monday’s also got a host of important corporate events. The Federal Express less-than-truckload, LTL, division is going to be spun off as FedEx Freight, which will trade under the symbol FDXF… We own FedEx for the Charitable Trust, so we’ll have full coverage about what the breakup means to you if you’re a fellow club member. I think FedEx Freight could be a true winner, given the not-so-benign neglect it suffered through for so many years as part of the combined company. Although I still favor parent, FDX.
FedEx Corporation (NYSE:FDX) provides transportation, shipping, and logistics services, e-commerce solutions, and supply chain management. Cramer discussed the company during the May 12 episode, as he commented:
As America turns 250, we’re spotlighting the companies and infrastructure powering the next chapter of growth. And that brings us here to the FedEx World Hub in Memphis, where logistics, technology, and American industry all come together under one roof. They can process a whopping 474,000 packages per hour here. This is like the beating heart of the economy. You can see it moving in real time. So when CEO Raj Subramaniam talks about the economy, you’re not getting a survey or lagging government data; he’s seeing the consumer demand, business shipments, industrial activity, healthcare deliveries, international trade flows, and supply chain shifts as they happen. Raj is the signal. And look, we know FedEx has been thriving. The company reported a spectacular quarter in March, thanks to network optimization efforts. And I feel pretty… bullish about the future here… One of the greatest turnaround stories out there.
2. NVIDIA Corporation (NASDAQ:NVDA)
NVIDIA Corporation (NASDAQ:NVDA) was among the stocks Jim Cramer was focused on, as he discussed Mad Money’s latest game plan for the week. Cramer noted the stock’s recent declines, as he stated:
… The AI pioneer with a stock that’s been a bizarre underperformer of late, including today, where the company stock fell four points in the last few minutes of the trading session and finished down an ugly $3. It was a wild and inexplicable fall for the largest stock in the world. I didn’t think it’d collapse so fast on no news, no news at all. Maybe that’s a good place to start our game plan, then, because the week begins on Sunday night when Jensen Huang, the CEO, gives his annual COMPUTEX talk in Taiwan. Maybe something he says could reverse today’s inexplicable decline.
This year, Jensen plays host with some of his favorite partners, including Rene Haas at Arm Holdings; that stock held up, Matt Murphy from Marvell, Intel’s Lip-Bu Tan; that stock did not hold up, and Qualcomm’s Cristiano Amon. COMPUTEX has been a stake in the ground for many years now for Jensen Huang, and I think he may unveil something special here.
Now, why do I feel that way? We got a potential hint when NVIDIA’s official X account posted a cryptic tweet teasing, “A new era of PC.” The account for Microsoft Windows posted the same message. Grasping at straws? Doing everything I can for you. Maybe what we saw in late-day trading was some sort of end-of-the-month rebalancing out of some semis and into depleted software. Let’s hope NVIDIA can give investors a reason to get excited again with its COMPUTEX presentation, and we can get back to talking about the fundamentals and not just endless flip-flopping trading.
NVIDIA Corporation (NASDAQ:NVDA) develops accelerated computing and AI platforms, GPUs for gaming and professional use, cloud services, robotics and embedded systems, and automotive technologies.
1. Dell Technologies Inc. (NYSE:DELL)
Dell Technologies Inc. (NYSE:DELL) was among the stocks Jim Cramer was focused on, as he discussed Mad Money’s latest game plan for the week. Cramer noted the stock’s massive rally, as he commented:
When we look back, I wonder if we’ll say this was that moment when Dell simply took over the hardware computer space with one of the biggest blowouts I can ever recall… Dell with a 102 point gain or 32% in one session defined today… Dell’s quarter was a true surprise, and Michael Dell should be very proud. But there’s one great tech quarter after another in May that we saw great results and nearly all of them were connected to the same thing, the data center, in some way, shape, or form… At Dell, they saw incredible strength across all their businesses.
Dell Technologies Inc. (NYSE:DELL) provides storage systems, servers, networking gear, and consulting services, as well as laptops, desktops, workstations, and accessories. During the May 27 episode, Cramer showed regret over not buying the stock at a lower price, as he said:
There are so many stories like this. I just wish I had realized that you needed to forget where it was and focus on where it’s going to go. I mean, for example, okay, I sat down with Michael Dell at the same NVIDIA GTC conference that I met with Arm’s Haas. Michael told us a totally… I mean, it was like an amazing story, like I couldn’t believe it. Like I was like saying, you mean this? You mean this? I mean, it was downright unbeatable, right there, on the tape. Stock, $156, oh, I was furious at myself though. I’d actually told club members that we were going to buy this one. Did I? No. Why? Because the stock had been at $117. I had missed it. What was I supposed to do? Come on top of an almost 40-point gain? I’m not an idiot. In retrospect, I was an idiot. I should have bought it because now it’s at $305.
While we acknowledge the potential of DELL to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than DELL and that has 100x upside potential, check out our report about the cheapest AI stock.
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