Reconnecting to live data…
CNBC

Jim Cramer says Nvidia and Salesforce earnings upended two bear narratives

* Nvidia and Salesforce beat earnings expectations, shattering bearish narratives. * Salesforce grew sales at fastest pace in four years and expanded AI partnerships. * Nvidia raised its growth outlook and diversified its customer base. Jim Cramer noted that Nvidia (NVDA) and Salesforce (CRM) shattered Wall Street's bearish tech narratives after both companies posted strong quarterly results. Salesforce surged 22% on record sales growth, low churn, and AI bookings doubling. Its new Claudeforce partnership with Anthropic further eased AI disruption fears. Nvidia jumped 8% after it raised its fiscal-2028 growth forecast to ~70% and highlighted a diversified customer base that now includes sovereign AI and neoclouds, plus continued demand from Amazon Web Services despite its own chips. Both rallies underscored the risk of letting popular bear stories override actual corporate performance.
August 27, 2026 at 6:20 PMNVDACRM
Read original ↗