On Friday, fresh off Dell Technologies Inc.'s (NYSE:DELL) blockbuster earnings report, Jim Cramer said investors may be approaching a pivotal moment for artificial intelligence stocks as attention shifts to Nvidia Corp's (NASDAQ:NVDA) upcoming Computex keynote and a packed week of tech catalysts.
Dell Earnings Reignite AI Infrastructure Optimism
Cramer praised Dell's latest quarterly results, calling them one of the biggest earnings surprises he can remember as enthusiasm around AI infrastructure spending accelerated again.
"When we look back, I wonder if we'll say this was that moment when Dell simply took over the computer space," the CNBC's "Mad Money" host said Friday.
Dell shares closed Friday at $420.91, surging 32.76% and slipped 0.09% to $420.52 in after-hours trading, according to Benzinga Pro.
