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Jim Cramer warns that the recent tech euphoria is hitting a wall of eclectic disappointment and geopolitical risk as the market's recent success begins to fade. He controversially claims the agentic AI era has arrived to systematically displace human workers, potentially rendering the global workforce obsolete.
Wow, incredible. It doesn't mean we're out of the woods, though. You know that. Uh and this coming week is actually a little more eclectic, jam-packed on some days, and frankly more prone to disappointment. Plus, we must never forget there is a war going on. Let's check the game plan. All right. Usually I start with Monday's business, right?
But we have a special on Saturday about Berkshire Hathaway in conjunction with their annual meeting, where Becky Quick and Mike Santoli will be in Omaha to introduce us formally to Greg Abel. He's the successor to Warren Buffett. Of course, no trip to Berkshire's is complete without some wisdom from the Oracle himself.
I know I'm going to be tuning in. What are you doing? And how exactly is Berkshire doing? Well, we'll find out Saturday when the company actually reports first-quarter results. Stocks underperformed, I think. You know what that is? It's because there's no longer that Buffett premium thanks to his retirement.
That could be very short-sighted. It's a company you build with tremendous properties, super stocks in that portfolio. On Monday, please tune to me for a special Mad Money from Seattle, where we'll be speaking to the man himself, Amazon CEO Andy Jassy. I can't wait to get out there. Have you seen the stock?
It is a horse. What else? We get results from the most called-for company in the market, Palantir Technologies. I believe their business [clears throat] remains strong, but this market has lost its taste for very expensive software and software-like companies, which is how people view Palantir, even as it really is a one-of-a-kind consulting firm.
I don't think even a fiery Alex Karp can change the stock direction, although it was up nicely with some of the other software companies today. I wouldn't trade it, as I think Palantir is an exact It's just an excellent book of business, lot of satisfied customers. I would own it. The semis are on fire of late, including On Semi.
Long periods of companies tied just to the auto industry. Someone would say too tied. But so was NXP Semiconductors. And to see that, THAT STOCK WENT PARABOLIC after reporting this week. That would cut to buying some On Semi, I would think. Now, we have an an analyst meeting Monday for ServiceNow, okay?
A stock that's been hammered relentlessly because of the AI displacement worries that have dragged down the entire software as a service space. These companies typically charge per user. And that perception is that AI is wiping out too many jobs for that business model remain viable. I want to hear if customers are cutting the length of the contracts they've taken in preparation for AI agents reaching the point where they can take over from people and possibly do a better job in ServiceNow.
The software as a service group caught fire today, though. Maybe that bodes well for ServiceNow. I am sure that Bill McDermott will put on a good show. He's the CEO, and he's a very good promoter of his company. Tuesday champ. We've got the dilemma of the data centers identified by Eaton, which provides electric hookups and air conditioners to keep things cool.
We own it for the travel trust. It's had a big run. The ones that have had big runs, they tend to sell off. I got to be careful, all right? I want to monitor Shopify when it reports Tuesday because the universal fulfillment company has a great read on small to medium-sized businesses. I always worry about them.
The This company is the chief e-commerce enabler for these smaller companies. Stock's been meandering of late. I think it's going to have good numbers, but we'll have to find out, though. Hey, can Pfizer break out of its moldy year rut? Now, a lot depends on the presentation because I haven't seen any needle movers in the portfolio.
Fairly cheap, good yield, but if I want good yield, I'll buy a bond. You want an upside surprise? Okay, I'm going to say that and I'm going to I'm going to say it's going to come from AMD this week. And I'd buy some AMD ahead of the quarter. Lisa Su is the best. Oh, you know what? Let me give you two more.
I would buy Lumentum. I would buy a Ciena Networks. Yeah, I'm that bullish on this day. Two companies that help the machines in the data center talk to each other. I pressed my bet with Astera Labs, fabulous semiconductor company that also does connectivity. And when people ask me what does Astera Labs do, I always say it goes up.
There will be plenty of proselytizing when we hear from strategy. I used to be in MicroStrategy, you know, the firm we call it MSTR, that's the name of the symbol. The firm run by Michael Saylor is primarily just he just buys Bitcoin and nothing else. You know what I say? You want to own Bitcoin? Buy Bitcoin.
On Wednesday, Disney reports, all right? And I think it's a microcosm of the higher end travel market. As they see it, the consumer is holding strong and the number could be a good one. Hey, maybe fresh start for a new CEO uh Josh D'Amaro? Represents the institution well. I might be on a roll here. And I want to press my bet by telling you that I think that CVS will give you a good quarter, too.
I wish the stock hadn't run so much, but CEO David Joyner has done a great job fixing up CVS while Rite Aid closed down and Walgreens is self-immolating. Don't forget, I think Aetna's going to have good numbers buried within CVS. Hey, after close, we got a real good one. ARM Holdings. Rene Haas, you've seen him win, right?
We know the world is short of C. He's a He's a Las Vegas Raider fan. That's worrisome. We know we heard from Intel this week and we'll hear from AMD when it reports next Tuesday. ARM designs the same kind of chips, the underlying architecture for both of these chips as CPUs, but what people don't realize is making a CPU itself.
I think that could be a stock that roams. Went up big today and then had a reversal late in the day. Didn't like that. Oh, here's a small one that I just care about because it sometimes I have one of these and I'm up for 3 days. It's called Dutch Bros. It's been a serial upside surpriser. That said, if you want a coffee stock, people would tell me, "Jim, you love the Starbucks.
Why don't you do it at Dutch Bros?" But because they have a thing called the Annihilator. It's the best coffee I've ever had. And it even has coffee in it. We've got an important analyst that meeting on Wednesday. It's Corning, the glass and fiber company. They could talk more about the multi-billion dollar contracts that they've been winning in the Do we even have to say anymore?
Data center. Couldn't Couldn't move the stock? I sure hope so. We own it for the charitable trust. Now, Thursday's McDonald's reporting. You know, this is a Here's a surprise in itself. It always surprises the upside. The competition become less effective. I mean, McDonald's has a value package that seems so popular.
The stock's been drifting lower. I think it's definitely worth buy. I'm worried about Wendy's, by the way, cuz my wife has stopped eating the Baconator. She She She had a knee replacement. Geez, there are a lot of possible upside surprises next week. I think the one that may be a big surprise is a stock that's heavily shorted.
It's called CorEVO. Buck Lanterman, you see him? I like him. Maybe I'll put him on the show, maybe. I'm concerned that there could be a financing deal. CorEVO is pretty aggressive about continuing to build new data centers. I don't blame him. They're the best at it. We could get a real pop from the CEO, Buck Lanterman, if he didn't offer stock, if they didn't do a deal.
After He does convertibles. After the close, there's another consistent winner reporting, Cloudflare. This company does a lot of things with content online. But, what I like best is how Cloudflare keeps websites from being pilfered by the big hyperscalers. They're a terrific cyber defender. Friday, it's employment day.
Now, if we get a slightly softer number, guess what's going to happen? We're going to immediately change that whole chatter about what's going to happen when when Woz takes over, okay? Suddenly, everybody will be talking about how a rate cut could be imminent with Woz taking over the Fed. Can you imagine we get that and what the stock market will do?
The labor report is the most important piece of data when it comes to predicting what the Fed's going to do next. I keep thinking that we could have a slowdown, but not a recession from the lack of new hires now that the agentic AI era has arrived. See, that's where we finally have machines that displace white-collar jobs as well as blue-collar ones.
When I listen to all these tech companies reporting, it's clear that the shift has now begun. This earning season is the first one where I found real evidence of the so-called fourth industrial revolution impacting things outside of tech. Just as Jensen Huang, CEO of Nvidia, told me would happen. There are fewer people being hired, more people doing much more with less.
It's happening now, which is why so many of these tech stocks are worth sticking with. Here's the bottom line. Next week's another big one, but the most important event is the labor report on Friday. I also think you've got a lot of good earnings coming, but don't expect next week to
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