Palantir McDonald’s Robinhood Warner Bros Discovery

CNBC’s Jim Cramer told investors on Wall Street Friday what to watch for next week. palantir, McDonald’s, robinhood And Warner Bros Discovery.

Cramer offered an optimistic outlook for November, even as Wall Street worries that consumer-focused companies will weaken as the government shutdown continues. He said November and December are generally better months for the market than September and October.

“I think you have to take a long-term view here,” he said. “We’re in the middle of earnings season, just finished our biggest week, and emerged relatively unscathed. More importantly, we made it through October without any slump — historically, we’ve dodged a real bullet.”

Berkshire Hathaway It will announce earnings on Saturday. Cramer said he likes the company but cautioned that investors should expect further profits now that CEO Warren Buffet is long gone.

Monday brings reports from Palantir and Clorox. Cramer suggested that the popular data software company will be bullish, although there is a chance it will turn some profit after the quarter. Cramer praised Palantir’s management and added that he “won’t be backing away from this long term.” While consumer packaged goods names generally perform well in times of economic uncertainty, he called Clorox an enigma, with the stock down more than 30% since the beginning of the year.

Pfizer, Shopify, Uber, AMD And axon It will announce earnings on Tuesday. Cramer wondered whether Pfizer would exit at the end of the quarter, saying the pharmaceutical company has been going through a “boring run” lately. He suggested Shopify and Uber were reliable winners, saying he was optimistic about the results of both companies. Cramer was positive about AMD and Axon, saying the former is a strong competitor to Nvidia, while the latter’s products are innovative. He also noted that Caterpillar will hold an investor day on Tuesday and praised the business, noting that the company’s equipment is used to build and maintain data centers.

McDonald’s and Robinhood will report Wednesday, and Cramer said the burger chain is a good judge of the consumer’s situation. Stating that online brokerage Robinhood has managed to attract the attention of many investors, the official predicted that earnings will be strong. Bank of America There’s an investor day on Wednesday, and Cramer said he thinks the financial giant will “tell a relatively optimistic story about the state of the economy.”

Earnings came out of Warner Bros. Discovery on Thursday, and Cramer said he wanted to know if the company was ready for a takeover. Confirm, sandisk And Multi-Purpose Materials He will report back on Thursday and was positive about all three, saying they had “tremendous stories to tell for some time”.

Wendy’s And Constellation Energy They report Friday, and Cramer has suggested buying the energy company and staying away from the fast food franchise.

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Disclaimer CNBC Investing Club Charitable Trust owns shares of Nvidia.