CNBC’s Jim Cramer stated the sector powered through a tough earnings week, led by AI and data center stocks.

He warned that next week could be more uneven, urging investors not to rotate out of winners connected to tech as earnings and the jobs report test the rally.

CNBC’s Jim Cramer stated the industry just powered through the toughest week of earnings “with flying colors,” but warned that next week could be even more treacherous.

“All the significant techs did well … Everything connected with the data center went bonkers,” the “Mad Money” host stated.

he cautioned against complacency. Furthermore, experts in earnings report note the continued relevance.

“That doesn’t mean we are out of the woods yet,” Cramer noted, calling the week ahead “more eclectic, jam, on the other hand-packed on some days, and, frankly, more prone to disappointment.”

The weekend

Berkshire Hathaway reports alongside its annual meeting, its first since Greg Abel took the CEO mantle from Warren Buffett. Recent underperformance may reflect the fading “Buffett premium,” but Cramer thinks that could be short-sighted.

Monday

Palantir reports after the close. While sentiment has turned against pricey software stocks, Cramer commented not to trade around the stock given its strong business.

ON Semiconductor and many other chipmakers have been “on fire,” Cramer mentioned, adding that the results of auto-focused peer NXP Semiconductors bodes well for its upcoming numbers.

Tuesday

Data center demand remains front and center, and Cramer expects a solid quarter from Eaton because its power systems and cooling equipment are directly tied to the ongoing expansion of AI infrastructure. Eaton is a holding in Cramer’s Charitable Trust, the portfolio used by the CNBC Investing Club.

Advanced Micro Devices, which reports after the bell, is one of Cramer’s top upside picks. “I would purchase some AMD ahead of the quarter,” he remarked, expecting a potential surprise.

He also likes connectivity names Lumentum and Arista Networks, as well as semiconductor corporation Astera Labs. “I would press my bet,” he added.

Wednesday

Disney reports, offering insight into higher-end consumer spending. Cramer commented the consumer appears resilient and expects a solid quarter under recent CEO Josh D’Amaro.

CVS could also deliver a strong quarter, with Cramer crediting CEO David Joyner for turning around the business amid industry consolidation.

After the close, Arm Holdings reports, and Cramer expects it could “be a stock that romps” given continued strength in CPUs and AI-related demand. Cramer’s Trust also owns Arm.

Thursday

Cramer thinks McDonald’s, which reports before the industry opens, remains a standout, and is “definitely worth buying.”

Cloudflare reports after the bell, and Cramer mentioned it remains a “terrific cyber defender,” calling it a consistent winner.

Friday

The monthly jobs report takes center stage. Cramer stated a softer number could quickly shift expectations toward rate cuts. Beyond the near-term Fed implications, he pointed to a deeper shift underway in the labor industry driven, with fewer hires and greater productivity, by artificial intelligence. This also touches on aspects of bull market.

That dynamic is exactly what continues to power the sector, he added, warning investors not to rotate out of the very stocks leading the move.

“This earnings season is the first one where I found real evidence of the so-called fourth industrial revolution,” he mentioned. “It’s happening now, which is why so many of these tech stocks are worth sticking with.”

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