Jim Cramer: NRG Up, Deluxe Out, Nvidia 'You Have To Trim'

Group 1 - NRG Energy, Inc. is viewed positively by Jim Cramer, who describes it as a "very good" utility, supported by Goldman Sachs initiating coverage with a Buy rating and a price target of $129 [1] - NVIDIA Corporation announced a $5.5 billion charge this quarter due to halted shipments of its H20 graphics processing units to China and other markets, indicating a shift in investment strategy [1] - Deluxe Corporation is facing negative sentiment, with Cramer stating "Something is very wrong" and a strategic partnership with Bonko for payment solutions announced [2] Group 2 - Planet Labs has been downgraded by Goldman Sachs from Buy to Neutral, with a reduced price target from $6 to $3.5, reflecting concerns over its financial performance [2] - Telefónica, S.A. is considered a "good" company by Cramer, who also expresses a favorable view of Banco Santander, following better-than-expected FY 2024 results posted by Telefónica [3] Group 3 - On the price action front, NVIDIA shares increased by 1.4% to settle at $112.20, while Deluxe shares decreased by 0.5% to close at $14.63 [4] - Planet Labs shares rose by 4.5% to settle at $3.28, and NRG Energy shares rose by 1.2% to close at $97.11 [4] - Telefónica shares gained 0.4% to settle at $4.68 [4]