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Home » Big Tech Earnings and the Fed
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Big Tech Earnings and the Fed

Editor-In-ChiefBy Editor-In-ChiefJanuary 23, 2026No Comments4 Mins Read
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CNBC’s Jim Cramer warned investors Friday that next week will be a big week for Wall Street, pointing to quarterly results and the Federal Reserve’s weight.

“Next week is definitely important,” Kramer said. He then added, “The bottom line? Magseven. Momentum pays off. A turbulent industry and Fed meeting. It’s all in front of you. Keep your head up. There’s a lot more[to come].”

Monday brings profits from steelmakers new coreKramer described the company as “the best steel company in the world.” Despite Nucor’s lackluster mid-quarter update in December, the stock has risen since then, in part as investors hope interest rate cuts will help boost economic growth. Cramer said investors should consider buying on the weakness if Nucor takes a hit after Monday’s release.

on tuesday, boeing and general motors We will announce the results.

Boeing stock has risen significantly over the past two months, so Cramer doesn’t think investors should expect another big rally after the news. But don’t sell the stock yet, as the aircraft maker’s turnaround story is only in its first year, he said. Meanwhile, Kramer said General Motors CEO Mary Barra doesn’t get enough credit for everything she’s done to revamp the company. Cramer said if the stock price falls on earnings day, that could be a good time to buy.

Wednesday is a particularly busy closing day. corning, Danaher starbucks, GE Vernova, meta platformand microsoft – All holdings in Cramer’s Charitable Trust, a portfolio used by CNBC Investing Club, announce results.

Kramer doesn’t expect a big jump in GE Bellnova when the gas turbine maker’s results are released Wednesday morning. “I like it long term, but expectations are very high right now,” Kramer said. “I think we need a better entry point.” GE Vernova’s stock nearly doubled in 2025, but is up less than 1% so far in 2026. Cramer said Corning, like GE Vernova, is a great stock to own for the long term because it benefits from AI tailwinds, particularly as copper replaces fiber.

For Danaher, Kramer said he believes this year could be the company’s first truly strong quarter in years. The resurgence in biotech orders is a boost for Danaher, which makes picks and shovels used in drug discovery and manufacturing.

Cramer said he was concerned that Starbucks’ earnings were trending toward “significantly overbought,” meaning it would take “very strong” numbers to continue pushing the stock higher. But “I like it long-term. (And we’re) not going anywhere,” he said.

Cramer said he believes Microsoft’s stock, like other software products, is under pressure from the disruptive risks posed by AI. But Kramer explained that this was a false concern. Meanwhile, if Meta reports, Wall Street will be paying close attention to what CEO Mark Zuckerberg has to say about the return on Facebook’s parent company’s investment in artificial intelligence.

On Thursday, Wall Street will hear from honeywellOne of the industrial stocks that has been doing well recently. This is a difficult setup, he argued, and could lead to a disappointing reaction in the stock price, especially as investors are still waiting for the conglomerate to wind up later this year.

Later that day, apple I will post the results. Tech stocks have fallen for eight consecutive weeks, partly due to concerns that soaring memory costs will squeeze Apple’s profits. However, Cramer has not changed his view of Apple: “Own it, don’t do business with it.”

In addition to all the revenue, the Fed is expected to announce its latest interest rate decision on Wednesday afternoon. The central bank is widely expected to keep interest rates on hold, according to CME Group’s FedWatch tool. Additionally, Cramer said he believes President Donald Trump could announce a replacement for Federal Reserve Chairman Jerome Powell on Wednesday, which could move markets more than the interest rate news itself.



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