
CNBC’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 business 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 shareholder 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. Shares of the media titan have been climbing nicely, Cramer said, and he praised the streaming, theme park and cruise line business segments. He also said McDonald’s is a buy at current levels, suggesting the company has improved as of late with new offerings for customers. Dutch Bros and E.l.f Beauty, two young “renegade” companies that have shaken up business in their respective sectors, will also report Wednesday, Cramer said. He added that he thinks they both have room to grow and take share.
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 share or if both companies are seeing a peak in their popular weight loss medication. He said both dynamics could be true.
Warner Bros Discovery, MP Materials, Wynn Resorts 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 about rare earth mineral miner MP Materials’ deal with the U.S. government. He also said he’s feeling positive about Wynn Resorts. Pinterest is likely 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 share good results.

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Disclaimer The CNBC Investing Club Charitable Trust owns share of DuPont de Nemours, Disney and Eli Lilly.
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