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.
How this was made

The 30-second read
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.
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.
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.
Background
This is a multi-stock “things to watch” market column summarizing pre-market reactions tied to earnings, guidance, and analyst actions.
Ticker impact
DuPont is down over 6% premarket despite beating Q2 profits and sales, with a softer second-half outlook cited.
Likely continued downside pressure while traders focus on the softer second-half outlook.
The article flags the market’s issue as outlook softness, which typically drives follow-through beyond the beat.
Palantir shares are up sharply after better-than-expected results and an earnings call emphasizing Rule of 40.
Potential for further upside if investors buy into the Rule of 40 framing.
The move is attributed directly to the results and management’s stated growth-profit framework.
Caterpillar is up more than 11% premarket after Q2 results, including $9.4B orders and a record $72.1B backlog.
Bias toward continued strength as backlog visibility underpins earnings expectations.
The article provides concrete order/backlog figures alongside the earnings beat and large premarket move.
Merck hiked full-year revenue guidance after reporting a loss of 13 cents per share on $16.61B revenue.
Moderately bullish bias, with traders likely focusing on the raised revenue guidance.
The key actionable datapoint is the guidance increase, though the article does not quantify the new guidance level.
Cloudflare shares are supported by a Jefferies price target raise to $290, citing a 30% midpoint revenue growth guide.
Near-term upside bias if the market agrees the 30% growth guide is credible.
The catalyst is an explicit PT change with a specific growth-guide rationale, but it is still analyst-driven.
Pfizer raised the low end of its full-year sales guidance after an adjusted 77 cents EPS beat on $15.03B revenue.
Likely stabilization or mild upside as traders price in the raised sales range.
The article cites a beat and a specific guidance adjustment (low end raised), but not the magnitude.
Nike is down more than 3% premarket after JPMorgan downgraded it to sell, cutting 2027 and 2028 earnings estimates.
Further downside risk while the market digests the China revenue drag and turnaround execution concerns.
The article ties the downgrade to concrete estimate cuts and a $1B China revenue drag, matching the premarket decline.
Qnity Electronics shares are up over 5% after crushing estimates and hiking full-year outlook across sales, EPS, and free cash flow.
Potential for continued upside if investors extend the outlook beat into future quarters.
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
- personJim Cramer
CNBC host whose column summarizes market catalysts for the day.
- companyPalantir
Enterprise software firm discussed as having delivered better-than-expected results.
- companyDuPont
Materials company discussed as down premarket on outlook softness despite a beat.
- companyCaterpillar
Industrial company discussed as up sharply on orders, backlog, and earnings beat.
- companyNike
Apparel company discussed as down premarket after a JPMorgan downgrade and estimate cuts.




