Microsoft may report best quarter of the hyperscalers again, says Jim Cramer

Core Viewpoint - The upcoming earnings season is crucial, with a focus on individual companies due to limited macroeconomic data from the government shutdown, and expectations of a quarter-point rate cut from the Federal Reserve as the economy shows signs of stalling [2][3][4]. Company Insights - Newport: Anticipated to report strong earnings, benefiting from President Trump's tariffs that protect domestic steel producers [5]. - United Health: Expected to address concerns regarding investigations into billing practices, with potential for stock recovery [6]. - SoFi: The digital bank has seen significant stock movement, raising concerns about profit-taking [7]. - Celestica: Noted for its strong performance in tech equipment manufacturing, considered a solid investment opportunity [7]. - United Parcel Service (UPS): Stock performance is closely tied to earnings results, with potential for significant price movement based on quarterly results [8]. - Royal Caribbean: The cruise line has performed well post-COVID, indicating strong consumer demand [9]. - Visa: Consistently performs well, with expectations for another strong quarter [10]. - Seagate: Anticipated to report strong earnings due to supply constraints, which is favorable in the current market [11]. - CVS: Expected to perform well following the decline of competitors like Walgreens [12]. - Caterpillar: Concerns about overvaluation despite strong performance in infrastructure [12]. - Boeing: Expected to report positive results despite recent non-cash charges [13]. - Alphabet: Anticipated to report strong earnings driven by YouTube and search [15]. - Microsoft: Expected to repeat strong performance from the previous quarter [15]. - Meta: Continues to deliver strong earnings, particularly in advertising [15]. - ServiceNow: Expected to leverage AI capabilities for strong performance [17]. - Mastercard: Anticipated to report a strong quarter, seen as a reliable investment [18]. - Apple: Stock has seen significant movement, with high expectations for upcoming earnings [21]. - Amazon: Facing challenges with its web services segment, which is impacting overall stock performance [20][21]. - Chevron and Exxon: Both companies are struggling with crude price fluctuations, impacting their stock performance [23].