Cramer's week ahead: Dell's analyst meeting and earnings from McCormick, Delta

Core Insights - The economy outside of data center-related businesses is showing signs of weakness, prompting calls for a Federal Reserve rate cut [1][2] - Upcoming earnings reports from companies like McCormick, Delta Air Lines, and Constellation Brands are critical for market sentiment [1][2][3] Company Summaries - Constellation Brands: The stock has fallen out of favor, particularly among Hispanic consumers due to concerns over immigration policies and job losses [2] - McCormick: The spice maker is expected to report quarterly results, with potential resilience in a slower economy as spices are seen as affordable alternatives [3] - Dell: Anticipated to highlight its analyst meeting, focusing on AI integration with Nvidia [3] - PepsiCo: Facing pressure from an activist investor and challenges from the growing popularity of GLP-1 weight loss drugs [5] - Delta Air Lines: Considered a tough stock to own, down approximately 5% year-to-date despite being a top performer in its sector [5] - Levi Strauss: Expected to report a reliable quarter, showing resilience despite tariff impacts [5] - Honeywell: The spinoff of its materials division is viewed as a bold move, with investor day scheduled for Wednesday [4] Economic Commentary - Federal Reserve President Austan Goolsbee's upcoming speech is significant as he is a voting member of the Federal Open Market Committee, expressing caution about rapid interest rate cuts due to inflation concerns [6]