Squawk on the Street Cramer’s Morning Take: Nvidia 1/26/26
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Jan 26, 2026 Discussion about whether recent selloffs in top tech names are overdone. Talk about CPU shortages speeding enterprise moves to cloud providers. Details on a major AI infrastructure partnership and a multi-billion dollar investment to build AI 'factories'. A strong case made for buying a leading AI chipmaker before potential earnings upside.
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MAG7 Drift May Be Overdone
- Jim Cramer believes the market's drift away from MAG7 may be overdone and expects upgrades when earnings hit.
- He cites cloud migration and CPU shortages as drivers that could accelerate revenue for major cloud providers.
CPU Shortage Fuels Cloud Migration
- Jim Cramer highlights a current shortage of CPUs driving on-premise customers to the cloud.
- He argues that this will benefit Google Cloud, Microsoft Azure, and AWS with accelerated revenue growth.
NVIDIA-CorWeave Deal Underscores GPU Demand
- NVIDIA's deal expansion with CoreWeave and a $2 billion investment signal strong GPU demand for AI workloads.
- Cramer notes this reinforces NVIDIA's central role as customers scramble for GPUs amid rapid AI growth.