Cramer's Week Ahead: Inflation Data and Tech Earnings in the Spotlight

As the market braces for another week of volatility, investors are eagerly awaiting key economic indicators and earnings reports from major tech companies. CNBC's Jim Cramer has identified several crucial events that could shape market sentiment and influence investment decisions.

Firstly, investors are anticipating crucial inflation data, including Tuesday's retail sales figures and Wednesday's CPI report. These data points will provide valuable insights into consumer spending and pricing pressures, potentially affecting interest rate expectations and stock performance.

Cramer expects a 25 basis point rate cut from the Federal Reserve, believing that a more substantial cut could reignite inflation and cause panic. He anticipates a market rotation out of tech stocks, favoring oddball and non-tech stocks instead. Despite this, he remains bullish on the overall market, driven by strong corporate earnings and technological advancements.

On Thursday, Oracle (ORCL) reports its fiscal 2025 Q1 earnings. In its Q4 FY2024 results, Oracle demonstrated strong growth in cloud services and license support revenues, driven by demand for AI large language models and multicloud cooperation with Microsoft. Investors may be interested in Oracle's continued AI momentum and progress in its multicloud strategy.

Also on Thursday, Broadcom (AVGO) reports its Q4 FY2024 earnings. In the previous quarter, Broadcom's revenue grew 47% year-over-year, driven by AI semiconductor solutions and VMware. The company's strong performance and guidance for the current quarter suggest potential opportunities for investors.

GameStop (GME) is expected to report earnings on Thursday as well. The company has been in the spotlight due to its turnaround efforts and the involvement of activist investor Ryan Cohen. GameStop's share price has been volatile, and investors may be interested in the company's progress and potential growth opportunities.

As investors position themselves in response to these developments, they should consider the potential risks associated with each investment. For example, Oracle's dependence on AI demand and Broadcom's reliance on VMware's integration could introduce risks. Additionally, GameStop's volatile share price and turnaround efforts may present both opportunities and risks.

In conclusion, the upcoming week promises key economic indicators and earnings reports from major tech companies that could significantly impact market sentiment and investor decisions. By closely monitoring inflation data and earnings from Oracle, Broadcom, and GameStop, investors can gain valuable insights into market trends and make informed investment choices.