Jim Cramer's top 10 things to watch in the stock market Tuesday

My top 10 things to watch Tuesday, June 2 1. Marvell Technology is flying over 20% this morning after Nvidia CEO Jensen Huang said at Computex that the networking supplier and custom AI chip designer could be the next trillion-dollar company. Marvell ended yesterday with a market cap of $192 billion. The stock is up over 150% in the past three months during the AI chip rally. 2. Nvidia invested $2 billion into Marvell back in March, and the companies are working together on optics technology to replace more copper in data centers. We're seeing big moves in optical stocks. Lumentum up 7%. Coherent up 4.5%. Club name Corning is up 5%, and is the one to buy. 3. No quit in Club name Arm Holdings . Shares edged higher after CEO Rene Haas told Bloomberg News that he's hopeful Arm's new AGI CPU will reach its $15 billion sales target ahead of its initial 2031 target. "Demand has been stronger than we anticipated," Haas said. Securing sufficient manufacturing capacity is critical to reaching these ambitions. 4. Hewlett Packard Enterprise delivered a blowout, sending the stock up over 25%. The kind of quarter I would have expected next year. First Dell , now HPE. Demand for servers is red hot thanks to AI, but not just in the cloud. The traditional enterprise server business is booming as customers modernize infrastructure. HPE's acquisition of Juniper Networks, which closed last summer, is proving to be a good deal. Loop Capital upgraded it to buy from hold. …