$DD

Jim Cramer's top 10 things to watch in the stock market Tuesday

Jim Cramer’s Tuesday watchlist cites oil-driven sentiment and earnings. DuPont shares fall after a softer outlook despite Q2 beats; Qnity Electronics rises after results and raised guidance. Palantir and Caterpillar gain on strong reports. Merck, Pfizer, Cloudflare, Nike, and SK Hynix are covered with guidance, rating, and price-target changes.

Original reporting
Published Aug 4, 2026, 2:30 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Aug 4, 2026, 3:25 PM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
Jim Cramer's top 10 things to watch in the stock market Tuesday — source image
Decision brief

The 30-second read

$DDBearishMed
01

Why it matters

The actionable trading signals are the same-day pre-market reactions: DuPont’s softer outlook, Palantir’s Rule of 40 emphasis after a beat, Caterpillar’s record backlog and order strength, Nike’s JPMorgan downgrade, and several guidance/analyst updates in pharma and cybersecurity.

02

Market read

The column functions as a catalyst checklist for the session, with several names showing large pre-market moves tied to earnings/guidance and analyst rating changes.

03

What to watch

For guidance-driven names (DuPont, Merck, Pfizer), the article does not provide the magnitude of the revised guidance, so traders may be overreacting to direction without quantifying the delta.

Relevance 4/10Novelty 4/10Timing: pre-market today, with multiple same-day earnings and analyst-catalyst reactions

Background

This is a multi-stock “things to watch” market column summarizing pre-market reactions tied to earnings, guidance, and analyst actions.

Company-level read

Ticker impact

$DDBearishMedium confidence
Context

DuPont is down over 6% premarket despite beating Q2 profits and sales, with a softer second-half outlook cited.

Expected impact

Likely continued downside pressure while traders focus on the softer second-half outlook.

Evidence & confidence

The article flags the market’s issue as outlook softness, which typically drives follow-through beyond the beat.

$PLTRBullishMedium confidence
Context

Palantir shares are up sharply after better-than-expected results and an earnings call emphasizing Rule of 40.

Expected impact

Potential for further upside if investors buy into the Rule of 40 framing.

Evidence & confidence

The move is attributed directly to the results and management’s stated growth-profit framework.

$CATBullishHigh confidence
Context

Caterpillar is up more than 11% premarket after Q2 results, including $9.4B orders and a record $72.1B backlog.

Expected impact

Bias toward continued strength as backlog visibility underpins earnings expectations.

Evidence & confidence

The article provides concrete order/backlog figures alongside the earnings beat and large premarket move.

$MRKBullishMedium confidence
Context

Merck hiked full-year revenue guidance after reporting a loss of 13 cents per share on $16.61B revenue.

Expected impact

Moderately bullish bias, with traders likely focusing on the raised revenue guidance.

Evidence & confidence

The key actionable datapoint is the guidance increase, though the article does not quantify the new guidance level.

$NETBullishMedium confidence
Context

Cloudflare shares are supported by a Jefferies price target raise to $290, citing a 30% midpoint revenue growth guide.

Expected impact

Near-term upside bias if the market agrees the 30% growth guide is credible.

Evidence & confidence

The catalyst is an explicit PT change with a specific growth-guide rationale, but it is still analyst-driven.

$PFEBullishMedium confidence
Context

Pfizer raised the low end of its full-year sales guidance after an adjusted 77 cents EPS beat on $15.03B revenue.

Expected impact

Likely stabilization or mild upside as traders price in the raised sales range.

Evidence & confidence

The article cites a beat and a specific guidance adjustment (low end raised), but not the magnitude.

$NKEBearishHigh confidence
Context

Nike is down more than 3% premarket after JPMorgan downgraded it to sell, cutting 2027 and 2028 earnings estimates.

Expected impact

Further downside risk while the market digests the China revenue drag and turnaround execution concerns.

Evidence & confidence

The article ties the downgrade to concrete estimate cuts and a $1B China revenue drag, matching the premarket decline.

$QBullishLow confidence
Context

Qnity Electronics shares are up over 5% after crushing estimates and hiking full-year outlook across sales, EPS, and free cash flow.

Expected impact

Potential for continued upside if investors extend the outlook beat into future quarters.

Evidence & confidence

The article provides the direction and that outlook was hiked, but the ticker appears nonstandard and details are limited.

Market effects

Semiconductor supply-chain and data-center capex themes get reinforcement via Qnity and Caterpillar; industrial and pharma sentiment diverges via DuPont softness and Merck/Pfizer guidance lifts.

China-specific concerns are highlighted for Nike via a $1B revenue drag, potentially weighing on apparel retail sentiment.

Oil and Middle East deal hopes are cited as supporting broader risk appetite, which can amplify equity beta moves.

Counterpoint

Some moves may be more about narrative and sell-side framing than durable fundamentals, especially where the article cites analyst PT changes rather than new company guidance levels.

Key entities

  • Jim Cramer

    CNBC host whose column summarizes market catalysts for the day.

  • Palantir

    Enterprise software firm discussed as having delivered better-than-expected results.

  • DuPont

    Materials company discussed as down premarket on outlook softness despite a beat.

  • Caterpillar

    Industrial company discussed as up sharply on orders, backlog, and earnings beat.

  • Nike

    Apparel company discussed as down premarket after a JPMorgan downgrade and estimate cuts.

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