Observed Signal · Apr 24, 2026 · Earnings Report · Source: CNBC Technology · Impact: 4/5 · Sentiment: Positive
Cramer: Tech Earnings Week to Test AI-Fueled Rally
CNBC’s Jim Cramer said the market’s recent rally — led by data-center and AI-related stocks — has driven the S&P 500 and Nasdaq Composite to record highs and warned that a packed week of tech earnings will determine whether the surge can continue. He outlined a day-by-day slate of corporate reports (Verizon, Nucor, Corning, Robinhood, Bloom Energy, Starbucks, Microsoft, Amazon, Meta, Alphabet, Eli Lilly, Apple, Sandisk, Western Digital, Chevron and Exxon) and highlighted areas investors should watch, including data-center demand, AI product metrics (e.g., Microsoft’s Copilot), memory shortages benefiting Sandisk/Western Digital, and macro considerations tied to the Federal Reserve. Disclosure: Cramer’s Charitable Trust owns shares in several of the companies named in the piece.
Major technology companies (Microsoft, Amazon, Apple, Alphabet, Meta and others) report in a concentrated week; results will test the sustainability of an AI- and data-center-driven market rally and can materially affect sector valuations and investor positioning.
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Key Takeaways & Evidence Grounding
- S&P 500 and Nasdaq Composite closed at record highs, driven by rallies in Intel and other AI and data-center-related stocks.
- Jim Cramer said next week is the most important week of the quarter for tech due to a packed slate of earnings from major companies.
- Companies called out to report across the week include Verizon, Nucor, Corning, Robinhood, Bloom Energy, Starbucks, Microsoft, Amazon, Meta, Alphabet, Eli Lilly, Apple, Sandisk, Western Digital, Chevron and Exxon.
- Cramer flagged Microsoft as a candidate to report strong data-center results while questioning whether demand for Copilot may fall short of expectations.
- Disclosure: Cramer’s Charitable Trust (CNBC Investing Club portfolio) owns shares of Alphabet, Apple, Amazon, Corning, Eli Lilly, Meta and Microsoft.
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Big Tech Earnings Reward Smart AI Infrastructure Spending
Jim Cramer argues that recent earnings show companies that invested heavily and strategically in data centers and AI infrastructure are being rewarded by the market. He reviews five large tech names — Alphabet, Amazon, Apple, Microsoft and Meta Platforms — reporting their estimated capital expenditures and stock reactions around earnings. Cramer highlights strong cloud and AI-driven revenue acceleration at Alphabet (Google Cloud) and Amazon (AWS), weaker market responses for Microsoft and Meta amid uncertainty about AI monetization and capex returns, and Apple’s advantage from a large device install base. The piece details how compute constraints, custom chips and datacenter suppliers underpin the AI race and names chip, networking, memory and power vendors tied to the buildout. The commentary frames the quarter as a pivotal moment validating smart, large-scale spending for AI leadership.
Cramer on next move after tech stock rallies
CNBC Investing Club host Jim Cramer recapped a morning meeting after markets rallied on strong corporate earnings and easing Middle East tensions. Treasury Secretary Scott Bessent said the U.S. is in talks with Iran and a deal to reopen the Strait of Hormuz could come imminently, sending oil lower. AI and data-center stocks extended gains; Cramer said Intel is "finally flying" and remains his preferred AI play. Boeing rose after a BNP Paribas upgrade, falling oil prices and FAA certification of the 737 Max 7. Microsoft continued gains while Amazon fell 2.5% after founder Jeff Bezos disclosed plans to sell roughly $4 billion of stock. Several other names were noted in a rapid-fire segment, and Cramer’s Charitable Trust holds AMZN, BA, INTC and MSFT.
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