Cramer's Week Ahead: Banks, TSMC, ASML Earnings Kick Off — SkimNews
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- Goldman Sachs, Wells Fargo, JPMorgan Chase, and Citigroup report earnings Tuesday, kicking off a week Cramer framed as a shift from market 'guesswork' to hard data.
- Jim Cramer remains bullish on Charitable Trust holdings Goldman Sachs and Wells Fargo but is cautious on JPMorgan ("priced for near-perfect execution"), while watching whether Citigroup can rebound.
- Johnson & Johnson also reports Tuesday; Cramer said the stock typically sells off despite strong results, calling it a buy on weakness given its 18 potential blockbuster drugs and top cardio and oncology franchises.
- ASML reports Wednesday, and Cramer said strong guidance and solid-demand commentary should trigger buying of his two favorite semiconductor equipment names: Lam Research and Applied Materials.
- Taiwan Semiconductor Manufacturing reports Thursday, which Cramer called potentially the biggest day for chip stocks — strong results could spark "a rally of immense proportions."
- The consumer price index lands Wednesday, with the producer price index and retail sales figures Thursday, offering fresh reads on inflation and consumer spending.
- Cramer warned rising bond yields are the dominant market risk, calling a plus 6% long bond the new reality, driven by Treasury supply and private enterprise demand — "chiefly data center investments" — leaving bonds with "too much supply and not enough demand."
Why it matters: This week delivers the first hard earnings data from five major banks and the two most-watched chip names (ASML, TSMC) alongside CPI and PPI prints, letting investors test the AI trade and rate trajectory directly. Cramer's plus-6% long bond call matters because persistent Treasury supply and data-center capex demand are now, in his view, the base case shaping equity multiples across sectors.
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