Cramer's week ahead: Earnings from Palantir, Berkshire Hathaway, Disney and McDonald's
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Cramer's week ahead: Earnings from Palantir, Berkshire Hathaway, Disney and McDonald's

August 1, 2025
11:01 PM
4 min read
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CNBC's Jim Cramer walked investors through another week of earnings season.

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4 min read

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August 1, 2025

11:01 PM

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CNBC

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moneywealthstockstechnologyconsumer discretionarymarket cyclesseasonal analysismarket

watch now2:2302:23If Palantir reports a strong quarter, it could smoke out the shorts, says Jim CramerMad Money with Jim CramerCNBC's Jim Cramer walked investors through another week of earnings season, honing in on reports from Palantir, Berkshire Hathaway, Disney and Eli Lilly."We're still in earnings Hades, but at least it's getting a little cooler out there," he said. "That's right, we've now gotten over the hump of the big-time growth stocks, the hyperscalers, but there's plenty left."On Saturday, Cramer will be paying attention to earnings from Berkshire Hathaway, and he suggested things might be a little different with Greg Abel at the helm

If the report is good, Cramer said he bets the stock goes higher.Monday, Cramer is watching Palantir's report

He has called the company, which just landed a $10 billion Army contract, "the most controversial stock in the entire market." He said the data outfit has excited many on Wall Street

And he predicted the quarter will be "a total blowout," as it seems is strong.Tuesday brings quarterly results from DuPont De Nemours, Caterpillar, Pfizer and Marriott

Cramer said it's important to see that DuPont's breakup is on track, because the parts are worth more than the whole for the chemical company

He suggested Caterpillar will post strong results as the equipment manufacturer rides the tailwinds of domestic infrastructure and reshoring

To Cramer, it's necessary that Pfizer sees some "really dramatic" results from clinical trials because the pharmaceutical giant's holder base is "getting very restive." Marriott is usually reliable, he continued, but said the hotel chain's stock tends to come down after earnings even if the results are good.Disney and McDonald's are set to report on Wednesday. s of the media titan have been climbing nicely, Cramer said, and he praised the ing, theme park and cruise line segments

He also said McDonald's is a buy at current levels, suggesting the company has imved as of late with new offerings for customers

Dutch Bros and E.l.f Beauty, two young "renegade" companies that have shaken up in their respective sectors, will also report Wednesday, Cramer said

He added that he thinks they both have room to grow and take .Thursday brings earnings from Eli Lilly

Cramer pointed out that its main competitor in the GLP-1 drug arena, Novo Nordisk, just posted a disappointing quarter

He wondered whether Novo Nordisk's results indicate that Eli Lilly has been taking or if both companies are seeing a peak in their weight loss medication

He said both dynamics could be true.Warner Bros Discovery, MP Materials, Wynn Res and Pinterest are also set to report on Thursday

Cramer said he's waiting to hear how Warner Bros is reorganizing the company and paying down debt

He said he wants to learn rare earth mineral miner MP Materials' deal with the U.S. government

He also said he's feeling positive Wynn Res

Pinterest is ly to post a solid report, he continued, and said it's the most family-friendly advertising platform compared to its peers.Wendy's will post earnings on Friday, and Cramer said the previous quarter was weak

He suggested the sector is so competitive that there are no guarantees the burger chain will good results.watch now6:5906:59Jim Cramer looks ahead to next week's market game planMad Money with Jim CramerJim Cramer's Guide to Click here to download Jim Cramer's Guide to at no cost to help you build long-term wealth and invest smarter. now for the CNBC to Jim Cramer's every move in the market.Disclaimer The CNBC Charitable Trust owns of DuPont de Nemours, Disney and Eli Lilly.Questions for Cramer? Call Cramer: 1-800-743-CNBCWant to take a deep dive into Cramer's world? Hit him up! Mad Money Twitter - Jim Cramer Twitter - Facebook - InstagramQuestions, s, suggestions for the "Mad Money" website? madcap@cnbc.com