Jim Cramer analyzed the stock valuation multiples of Nvidia and ServiceNow, noting both dominate major tech sectors.

The entities involved

• Nvidia →

  American multinational technology company

  • SpaceX filed with the FCC regarding its satellite constellation, while Google utilized AI chips potentially from Nvidia, and Jeff Bezos explored orbital computing.23:27
  • Nvidia's procurement obligations are successfully driving revenue for its key suppliers, including Micron Technology.22:39
• ServiceNow →

  American technology company

  • Palantir Technologies, Salesforce, and ServiceNow were noted as large software companies in the sector.Wed 05:19
  • CNBC attributed the share decline of ServiceNow to its quarterly results on October 31, 2026.Sat 12:51
• Jim Cramer →

  American stockbroker, television personality, author

  • Fed rate hikes trigger market sell-offs, prompting Jim Cramer to advise selling while Elon Musk enters the telecom sector.15:19
  • CNBC discussed market trends on 2026-05-28 featuring Jim Cramer, OpenAI, Amazon, Micron, and Broadcom as major players in the AI and semiconductor markets.13:06

Related events

• Nvidia earnings drove the tech sector rally.Aug 27
• Jim Cramer warns about yield affecting Microsoft and Nvidia shareholders as rate pressure impacts tech infrastructure costs.Oct 20
• Tech stocks are major components of the global market. Christian Stocker commented on market trends affecting tech giants.Jun 26
• Semiconductor stocks like Nvidia and AMD support Nasdaq strength, but market caution is rising due to hawkish FED policy.Jul 28
• Norges Bank Investment Management holds significant shares in both Nvidia, an AI chip giant, and Microsoft, a major tech firm.Aug 12