Here’s what Kramer is watching for the week ahead, including tensions between the U.S. and Iran.

February was a heartbreaking month with names like: Nvidiasaid CNBC’s Jim Cramer on Friday. This weekend could set the tone for March.

NVIDIA stock is down nearly 6.7% this week, even though the AI ​​chip giant reported a strong quarter and even stronger forward guidance on Wednesday night. The reason for this week’s decline had less to do with NVIDIA itself and more to do with concerns about whether NVIDIA’s major technology customers would be able to sustain their ever-increasing capital spending plans. Nvidia stock fell 7.3% in February and is down 5% year-to-date.

of S&P500 and Nasdaq Concerns over AI disruption hit tech stocks, which fell 0.4% and nearly 1%, respectively, for the week. The S&P 500’s monthly decline was nearly 1%, and the Nasdaq’s decline was 3.4%, its worst since March 2025. The S&P 500 was able to maintain modest positive gains for the year. But the Nasdaq is down nearly 2.5% year-to-date.

Part of what will determine the direction of the market next week may depend on developments in geopolitics, particularly regarding Iran, and whether President Donald Trump decides to attack the Middle Eastern country due to lack of progress on the nuclear deal. On Friday, President Trump said, “We are not satisfied with the way they negotiated.” He added: “They cannot have nuclear weapons.”

“Oil prices are up about 17% since the beginning of the year, and the market is not fazed by (Trump’s) sword rattling,” Cramer said on “Mad Money.” american oil benchmark, west texas intermediate crude oilIt rose another 3% on Friday as concerns grew over possible supply disruptions if the US attacked Iran.

Feedback from investors is expected on Saturday. Berkshire Hathawayhas released its first financial report under new CEO Greg Abel since Warren Buffett stepped down from management in December.

Monday brings the following revenue norwegian cruise line. Kramer’s advice for cruise ships is to market yourself. disneyships are now in dire need.

target Target will report its financial results on Tuesday morning under the direction of new CEO Michael Fidelke, who took over on February 1st. Target lacks the scale and reach of its retail competitors. Amazon, walmartand costcosaid Kramer, adding that they need to reinvent themselves to stay competitive. best buy We will also report before opening on Tuesday.

After the close of trading on Tuesday, the cybersecurity firm cloud strike Report your earnings. The stock, a holding in the CNBC Investing Club portfolio, took a big hit this week after Anthropic announced new security tools for its Claude AI assistant last Friday. Mr. Kramer disagrees on how the stock price crashed. “I support CrowdStrike. That’s why we own CrowdStrike for our charitable trust. Someday soon, expertise will be important again and the stock price will rise,” he added.

brown forman The makers of Jack Daniel’s reported on Wednesday morning. Personal information protection company Octa and custom chip manufacturers broadcom It will report the quarter after the market closes on Wednesday. Regarding Broadcom, Kramer said the company has been unfairly “caught up in the software decline stemming from concerns about AI.” Broadcom is also the club’s holding company.

Thursday’s lineup includes wholesale retailers and club stocks costco and another custom silicon provider, marvel technology. Also worth noting on Thursday: caterpillarA fireside chat at CONEXPO, the construction industry’s leading trade show.

The week concludes with the release of the Labor Department’s nonfarm payrolls numbers on Friday. “We all continue to wait for the impact of AI on jobs,” Kramer said. “We haven’t seen it yet. But do you know why? I think it’s because the companies that are expected to do so aren’t actually laying people off. They’re just hiring fewer people or not hiring at all.”