Jim Cramer's Market Game Plan: Key Earnings & Events for Next Week

Earnings Season Outlook

• 💡 While the peak of earnings season for big tech is over, there are still significant companies reporting next week.
• ⚠️ The usual caveats about trade talks with China and potential news regarding Canada and Mexico apply.

Key Company Reports & Analysis

• 📅 Saturday: Berkshire Hathaway reports, with focus on performance under new leadership and the value of its diverse holdings.
• 📅 Monday (After Close): Palantir Technologies is expected to have a strong quarter, driven by AI demand and government contracts.
• 📅 Tuesday: DuPont's earnings will indicate if its breakup plan is on track, with the stock considered undervalued.
• 📅 Tuesday: Caterpillar is anticipated to deliver another good quarter, benefiting from infrastructure spending and reshoring trends.
• 📅 Tuesday: Pfizer's results are crucial following its CGEN acquisition, with shareholder patience wearing thin.
• 📅 Tuesday: Marriott's report, while likely strong, may see its stock dip, presenting a potential buying opportunity.
• 📅 Wednesday (Morning): Disney's earnings are expected to show strength in Disney Plus, traditional TV, theme parks, and cruises.
• 📅 Wednesday (Morning): McDonald's is seen as a buy, with the company's performance improving due to new offerings.
• 📅 Wednesday (After Close): Dutch Bros and ELF Beauty, described as disruptive young companies, are expected to post good numbers with significant growth potential.
• 📅 Thursday: Eli Lilly's earnings are highly anticipated due to competition in the GLP-1 drug market, with questions about market share and drug demand.
• 📅 Thursday (Morning): Warner Brothers Discovery's reorganization and debt reduction efforts are showing positive signs, with a potential breakup looming.
• 📅 Thursday Night: MP Materials will report, with the US government's interest in rare earth minerals and reducing reliance on China being a key factor.
• 📅 Friday: Wendy's faces a challenging environment with intense competition, making its earnings difficult to predict after a previous dividend cut.

Online Advertising & Social Media

• 📈 Pinterest is expected to report strong numbers, positioning it among elite online advertising platforms alongside Reddit.
• 💬 Pinterest is highlighted as the most family-friendly social media site for advertising.