Jim Cramer says Nvidia is a clear winner from Dell’s monster quarter Costco’s stock dropped due to softer-than-expected membership growth, raising concerns about its premium valuation. Dell Technologies surged on strong AI server demand, reinforcing Cramer’s bullishness on Nvidia as the best way to invest in AI.

Cybersecurity names like CrowdStrike and Palo Alto Networks are set to report earnings, with Cramer viewing them as long-term winners despite potential earnings-driven volatility.

• Costco’s stock fell 4.5% due to disappointing membership growth, with concerns about its high valuation.
• Dell Technologies’ stock surged 30% driven by demand for AI servers, bolstering confidence in Nvidia.
• Jim Cramer believes Nvidia remains the best investment for the AI buildout.
• Cybersecurity companies CrowdStrike and Palo Alto Networks are expected to report earnings next week, and Cramer considers them long-term winners.
• Applied Materials, Honeywell, and FedEx were also discussed.