Cramer: Bears’ Salesforce and Nvidia Narrative Falls Apart After One Earnings Night

Jim Cramer said the bears’ case against Salesforce and Nvidia collapsed after a single earnings night. Salesforce posted solid revenue, strong net-new annual order value growth, rising Agentforce ARR, and record-low attrition, while Nvidia guided Q3 revenue well above expectations at about $108 billion. While one quarter doesn’t settle long-term structural questions, near-term data favor the bulls and investors should watch Salesforce’s net-new annual orders and seat growth at the fall earnings and Dreamforce event.