Revenues from Dell Analyst Meetings and Delta’s McCormick

CNBC’s Jim Kramer on Friday will guide investors on Wall Street from next week, highlighting revenue reports from McCormick and delta Not just airlines Dellanalyst meeting. He also suggested that the non-datacenter business economy is weakening and that it advocates for another interest rate cut from the Federal Reserve.

“We have a lot of anecdotal evidence of debilitating, but there’s nothing hardcore. We need to see this. If the Fed doesn’t take action as we head into the revenue season, the Bulls could be in serious trouble,” he said. “Because of my money, the economy is weakening away from data center build-outs. This is not time for indecisiveness. The Fed needs to cut.”

Monday brings revenue from beer makers Constellation Brandand pointed out that stocks have become less popular on Wall Street along with other alcohol companies. He also said that some of the constellation brand products, including modelo and COVID, are popular among Hispanic consumers. He said the company pulled back due to concerns about President Donald Trump’s immigration policy and potential unemployment.

On Tuesday, Cramer said he would pay attention to McCormick’s quarterly report. He said spice makers are usually reliable, but their reliability was not sufficient “to move the needle of this stock” as the entire packaged food sector sees weakness. However, he added that McCormick might be able to do well in a slower economy, “because spice is a great tradedown that cuts down ingredients.” Kramer said he believes Dell’s analyst meeting on Tuesday will be the highlight of this week, and he is paying attention to the tech companies working together. nvidia Integrate artificial intelligence.

Wednesday brings investors day from Solstice, Honeywell‘s Materials Spinoff Company. Cramer called Honeywell’s Breakup a “pretty bold move” and also discussed two other spinoffs, the aerospace business and the construction automation company.

PepsiCodelta and Levi Strauss I’ll report it on Thursday. Cramer wondered how Soda Maker would bet big on the company and respond to activist investors who wanted to make changes. He noted that PepsiCo is already facing problems as GLP-1 weight loss drugs become more popular and consumers become more health-conscious. Cramer calls it the “tough stock” that owns Delta. This is because it has fallen by about 5% since the start of the year despite being one of the best performances in the field. Kramer said he felt good about Levy’s quarter and said the company has become quite reliable despite the tariffs.

Chicago’s Federal Reserve President Austan Ghoolsby spoke on Friday, saying Cramer said his commentary was problematic as he is a voting member of the Federal Open Market Committee. Cramer pointed out that Goolsbee told CNBC on Friday that it was wary of quickly cutting interest rates due to inflation. Many on Wall Street, along with Ghoolsby, are “flying” and “flying,” as government shutdowns are delaying labor reports, Cramer said.

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Disclaimer CNBC Investing Club holds shares in Nvidia.