Overview

• Nvidia said it would invest up to $100 billion in OpenAI tied to data center expansion, lifting the stock to a new 52-week high.
• Major indexes closed at record highs Monday as Nvidia rose 3.93% and Apple gained 4.31%, according to CNBC.
• Cramer argued that owning select winners can beat index funds, pointing to Apple and Nvidia as examples of durable growth stories.
• He said recent worries about Apple’s iPhone cycle, tariffs, China demand, and AI approach look overstated, noting signs of strong iPhone demand including T-Mobile’s record sales comment.
• Nvidia is up roughly 37% year-to-date, with performance driven by demand for AI chips and data-center technologies, even as China exposure remains a noted risk.