Squawk on the Street Cramer's Morning Take: Nvidia 8/28/25
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Aug 28, 2025 The podcast dives into the resilience of the current market, particularly in tech and retail sectors. NVIDIA's surprising quarterly performance is discussed, despite fluctuations in stock prices. The conversation also highlights the rising investments in AI infrastructure, projected to soar into the trillions. Additionally, political developments and their impact on stock prices are analyzed, painting a picture of potential growth for tech powerhouses like NVIDIA amid evolving trade relations with China.
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Market Resilience Despite Sector Weakness
- Jim Cramer says the market is resilient despite weakness in video, retail, cybersecurity, and bonds.
- Strong earnings this week make the market “hard to kill” and warrant attention beyond politics and Fed talk.
Earnings Week Overlooked Amid Politics
- Cramer notes recent market focus on politics and Fed decisions rather than earnings.
- He says this earnings week proved crucial and produced very good quarters overall.
Nvidia's Strong Quarter With A Data-Center Caveat
- Nvidia reported revenue up 56% and earnings up 44% with better-than-expected gross margins.
- Data center revenue slightly missed some analyst expectations but overall beats across most segments showed strength.