Mad Money 05/29/26 | Audio Only
Jim Kramer opened Mad Money by highlighting Dell’s surprise quarter, driven by its AI partnership with Nvidia, and noted the broader rally in software names such as ServiceNow, Atlassian, Salesforce and Microsoft. He warned that Nvidia’s abrupt four‑point intraday decline, despite no news, may be linked to upcoming Computex remarks from CEO Jensen Huang, especially after a cryptic “new era of PC” tweet from both Nvidia and Microsoft. Kramer also previewed several corporate catalysts: FedEx’s LTL unit will spin off as FedEx Freight (FDXF), Merck’s cancer‑portfolio review, Snowflake’s analyst day, and upcoming earnings from Dollar General, Palo Alto Networks, and Broadcom. Kramer quoted Gap CEO Richard Dixon, who emphasized ten consecutive quarters of comparable‑sales growth and a strong denim line, yet the retailer cut its revenue outlook because Old Navy lagged, sending the stock down 15%. He also referenced the “bizarre underperformance” of Nvidia and the potential for oil‑price relief if Middle‑East tensions ease. The takeaway for investors is to stay weighted toward AI‑enabled hardware and high‑margin software while watching for spin‑off valuations, earnings surprises, and macro‑economic shifts that could broaden the market beyond tech. A softer oil market and a stable Fed policy could revive consumer‑sensitive sectors.
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