# CNBC’s Jim Cramer said the AI and data center boom continues fueling growth across semiconductors, cloud computing, and supporting infrastructure.

*genai · news · 2026-05-06 · Benzinga*

## Key points

- AMD's Data Center revenue reached a record $5.8 billion, up 57% year over year.
- NVIDIA will report earnings on May 20, 2026, with revenue estimated at $78.78 billion.
- NVIDIA's price is supported by a golden cross formed in June 2025, indicating a bullish trend.
- Analyst price targets for NVIDIA range from $235.00 to $360.00, with a consensus at $281.04.
- NVIDIA's weight in major ETFs means large fund flows could trigger significant stock moves.

**Companies:** AMD, NVIDIA, Intel

[Read the full story on Benzinga](https://www.benzinga.com/trading-ideas/movers/26/05/52330296/whats-going-on-with-nvidia-stock-wednesday-3)

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