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CNBC’s Jim Cramer on Friday laid out his game plan for the week ahead after what he called one of the most “remarkable” rallies he’s ever seen. He said the market rallied about 4% on the day, attributing the surge to signs that peace may be breaking out in the Middle East.
Cramer pointed to news that Iran is reopening the Strait of Hormuz during the ceasefire between Israel and Lebanon, describing it as a critical artery for global oil transport. He said the major averages jumped on the development: the Dow Jones Industrial Average rose 869 points, or 1.7%, while the S&P 500 and Nasdaq gained 1.2% and 1.5%, respectively.
He also highlighted the Nasdaq’s momentum, noting it extended its winning streak to 13 sessions—its longest positive run of consecutive sessions since 1992. Cramer said the rally has shown resilience across multiple phases of the war, with broad participation across sectors.
Cramer cautioned that the Mideast conflict is not over yet. He referenced President Donald Trump’s statement that the U.S. naval blockade on Iranian ships and ports “will remain in full force” until Tehran reaches a deal with Washington to end the war.
With that in mind, Cramer said the week ahead—dominated by a packed slate of earnings—will help determine whether the rally can continue.
Alaska Air reports. While Cramer said it is not typically a focal point, he suggested that the possibility of an end to the war could revive merger activity across the airline space as the post-conflict backdrop improves.
Cramer said he is optimistic about RTX’s results and encouraged investors to buy the dip ahead of its report, citing the company’s mix of defense strength and commercial aerospace exposure.
After the close, United Airlines reports, with investors watching for any commentary on a potential merger with American Airlines.
Cramer called Wednesday “pure dynamite,” pointing to Boeing and GE Vernova as potential “huge movers.” He said Boeing has faced pressure from fears that prolonged conflict could weigh on aircraft demand, but he expects those concerns to be addressed on the call.
On GE Vernova, Cramer said the company remains a key beneficiary of data center power demand, adding that investors would be buying on the promise of orders in years to come.
Vertiv, a data center infrastructure firm, reports Wednesday morning. Cramer said the stock has already seen a massive run heading into earnings and warned that such a setup “makes me want to be careful.”
After the bell, Tesla reports. Cramer said investors are more focused on autonomy, robotics, and adjacent businesses than on core auto sales, adding, “We aren’t interested in pigeonholing Tesla as an auto company.”
Blackstone reports. Cramer said he is looking for clarity on its private credit exposure after recent redemption concerns, though he expects an overall solid update.
American Express is another key name. Cramer noted the stock often sells off on earnings before rebounding shortly after, making it a potential buy on weakness.
He also highlighted Lockheed Martin as a potential standout, calling it a “blockbuster” candidate given strong government demand and ongoing defense strength. He said, “It’s a buy here even if there’s no more war.”
Cramer said the “most important report of the week” comes after the close from Intel. He praised CEO Lip-Bu Tan for executing a major turnaround, while warning the stock could still see a muted reaction even after strong results.
Procter & Gamble reports on Friday. Cramer said he expects a weak quarter, but he still views the stock as an attractive defensive hedge and one of the cheaper consumer staples names in years.
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