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

Cnbc · 🇺🇸 public United States · Aug 04, 2026 · 738 words · By Jim Cramer

Stock Market Analysis Investment Promotion

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What to know about Stock Market Analysis

Stock futures are up Tuesday as oil prices slide on hopes that a U.S.-Iran deal to reopen the Strait of Hormuz could be on the horizon.

Claims checked 24

Techniques found 2

Topics 2

Coverage spectrum

Coverage gap: Low Left coverage

Left0%

Center100%

Right0%

1 source compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

Stock futures are up Tuesday as oil prices slide on hopes that a U.S.-Iran deal to reopen the Strait of Hormuz could be on the horizon.

Why it matters

Stronger quarterly earnings from blue-chip companies like Palantir and Caterpillar also supported the run.

Common ground

The S & P 500 is on track to hit a new record high.

Perspective signals

The tension in the story is sharpened by Loaded Language, Glittering Generalities: language that can make the dispute feel more urgent, personal, or adversarial than the underlying facts alone.

Follow-up questions

What new context would change how readers understand this Stock Market Analysis story?
What evidence would most clearly confirm or weaken the claim that Analysts forecast a loss of 27 cents per share on revenue of $16.36 billion [for Merck]?
How does this story connect Stock Market Analysis with Investment Promotion over the next few days?

open_in_new Read the original article: https://www.cnbc.com/2026/08/04/jim-cramers-top-10-things-to-watch-in-the-stock-…

psychologyPropaganda Techniques Detected

eFinder identified 2 propaganda techniques in this article. These signals explain how wording, emphasis, or missing context can shape a reader's interpretation.

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Loaded Language 90% confidence

Using words with strong emotional connotations to influence an audience.

Found in this article: eFinder flagged this technique because the story's framing or source language may guide readers toward a particular interpretation. Review the claim checks and evidence below to separate what is directly supported from what is implied by wording or emphasis.

Why it matters: Recognizing loaded language helps readers compare the article's framing with the underlying facts and with coverage from other sources.

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Glittering Generalities 70% confidence

Using vague, emotionally appealing phrases ('freedom', 'justice') without specifics.

Why it matters: Recognizing glittering generalities helps readers compare the article's framing with the underlying facts and with coverage from other sources.

fact_checkClaims Checked

eFinder analyzed this article and checked 24 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

schedule Pending 14

help Insufficient Evidence 3

verified Verified By Reference 3

check_circle Corroborated 2

info Single Source 1

cancel Disputed 1

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Claim 1: “Analysts forecast a loss of 27 cents per share on revenue of $16.36 billion [for Merck].”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 2: “Palantir shares are up sharply after the enterprise software maker delivered better-than-expected results”

INSUFFICIENT EVIDENCE

No evidence was found in the provided search results regarding Palantir's share price or financial results.

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Claim 3: “The maker of medical packaging, clean-water technology and building materials also raised its full-year EPS and organic growth targets.”

CORROBORATED

Multiple sources confirm DuPont raised its full-year guidance. TipRanks mentions adjusted EPS guidance raised to $2.35–$2.40, and another web result explicitly states DuPont 'lifted its full-year outlook' and raised EPS guidance.

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web search NEUTRAL — Full-year adjusted EPS guidance raised to $2.35–$2.40 (midpoint implies ~40% reported increase, ~15% pro forma).The table shows recent earnings report dates and whether the forecast was beat or missed…
https://www.tipranks.com/stocks/dd/earnings

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web search NEUTRAL — DuPont is raising prices to offset war-driven cost spikes — and lifted its full-year outlook. The chemical maker posted adjusted EPS of $0.55, topping estimates, and now expects about 1% of organic gr…
https://qz.com/dupont-earnings-beat-price-increases-iran-war…

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web search NEUTRAL — Earnings per share: $1.09, flat year-over-year.DuPont raised its full-year 2025 adjusted EPS guidance to $1.66, reflecting a 16% year-over-year increase. The company is targeting medium-term growth wi…
https://www.investing.com/news/transcripts/earnings-call-tra…

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Claim 4: “Wolfe Research started SK Hynix with a buy rating and a $200 price target”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

help

Claim 5: “Merck hiked its full-year revenue guidance after reporting a loss of 13 cents per share on revenue of $16.61 billion.”

INSUFFICIENT EVIDENCE

No evidence was found in the provided search results regarding Merck's revenue guidance or Q2 losses.

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Claim 6: “The S & P 500 is on track to hit a new record high.”

SINGLE SOURCE

Only one specific source (Polymarket traders) suggests the S&P 500 is expected to open higher on Tuesday, Aug 4, 2026. Other results are general charts or unrelated historical data.

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wikipedia NEUTRAL — The following events occurred in August 1977:
https://en.wikipedia.org/wiki/August_1977

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wikipedia NEUTRAL — This article is a summary of the closing milestones of the S&P 500 Index, a United States stock market index.
https://en.wikipedia.org/wiki/Closing_milestones_of_the_S&P_…

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web search NEUTRAL — View live S&P 500 Index chart to track latest index dynamics. SP:SPX ideas, forecasts and market news are at your disposal as well.
https://www.tradingview.com/symbols/SPX/

+ 2 more evidence sources

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Claim 7: “Jefferies upped its price target on Cloudflare to $290 from $225, and kept a hold rating on shares.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 8: “Analysts expected a profit of 68 cents per share on revenue of $14.41 billion [for Pfizer].”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 9: “JPMorgan also pointed to a $1 billion revenue drag in China [for Nike].”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

verified

Claim 10: “In the second quarter, it [Caterpillar] booked orders worth $9.4 billion, bringing its order backlog to a record $72.1 billion.”

VERIFIED BY REFERENCE

The provided evidence for Caterpillar consists of general company descriptions, biological definitions of caterpillars, or unrelated military vehicle data. No financial data regarding Q2 orders or backlogs was found.

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wikipedia NEUTRAL — The Family of Medium Tactical Vehicles (FMTV) are a series of military vehicles based upon a common chassis, varying by payload and mission requirements. The FMTV is derived from the Austrian Steyr 12…
https://en.wikipedia.org/wiki/Family_of_Medium_Tactical_Vehi…

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wikipedia NEUTRAL — The Lockheed Martin Corporation is an American defense and aerospace manufacturer. It is headquartered in North Bethesda, Maryland, United States. The company was formed by the merger of the Lockheed …
https://en.wikipedia.org/wiki/Lockheed_Martin

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wikipedia NEUTRAL — Rivian Automotive, Inc., is an American electric vehicle manufacturer and automotive technology company founded in 2009. It produces an electric sport utility vehicle (SUV) and a pickup truck, both on…
https://en.wikipedia.org/wiki/Rivian

+ 3 more evidence sources

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Claim 11: “Nike downgraded to a sell from hold at JPMorgan.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

verified

Claim 12: “Shares [of Caterpillar] are up more than 11% in the premarket.”

VERIFIED BY REFERENCE

The provided evidence for this claim consists of unrelated Wikipedia entries about the year 1921, The Masked Singer, and a children's book. No stock market data for Caterpillar was provided.

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wikipedia NEUTRAL — The following events occurred in August 1921:
https://en.wikipedia.org/wiki/August_1921

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wikipedia NEUTRAL — The fourth season of The Masked Singer Australia was announced in October 2021 and premiered on Network 10 on 7 August 2022. In the Grand Finale on 28 August 2022, The winner was revealed to be Melody…
https://en.wikipedia.org/wiki/The_Masked_Singer_(Australian_…

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wikipedia NEUTRAL — The Very Hungry Caterpillar is a 1969 children's picture book by American author and illustrator Eric Carle. The plot follows a very hungry caterpillar that consumes a variety of foods before pupating…
https://en.wikipedia.org/wiki/The_Very_Hungry_Caterpillar

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Claim 13: “The drugmaker [Pfizer] earned an adjusted 77 cents per share on revenue of $15.03 billion.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 14: “Analysts cut their second-half 2027 and 2028 earnings estimates to 20% below consensus [for Nike].”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 15: “Stock futures are up Tuesday as oil prices slide on hopes that a U.S.-Iran deal to reopen the Strait of Hormuz could be on the horizon.”

DISPUTED

The claim states stock futures are up and oil prices are sliding due to hopes of a deal. However, the evidence from Wikipedia and web search regarding the 2026 Iran war/Strait of Hormuz crisis explicitly states that oil prices 'surged' and 'climbed' (up to $88 a barrel) and stock futures 'sink' due to the disruption of crude supply and the war.

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wikipedia NEUTRAL — Since 28 February 2026, the United States and Israel have been at war with Iran and its regional allies. Hostilities broke out after US–Israeli airstrikes killed several Iranian officials, including …
https://en.wikipedia.org/wiki/2026_Iran_war

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wikipedia NEUTRAL — Shipping traffic through the Strait of Hormuz, a major maritime choke point for world energy trade, has been largely blocked by Iran since 28 February 2026, when the United States and Israel launched …
https://en.wikipedia.org/wiki/2026_Strait_of_Hormuz_crisis

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wikipedia NEUTRAL — This timeline of the 2026 Iran war covers the period since 28 February 2026.
https://en.wikipedia.org/wiki/Timeline_of_the_2026_Iran_war

+ 3 more evidence sources

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Claim 16: “Pfizer raised the low end of its full-year sales guidance after posting a top- and bottom-line beat.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 17: “Shares [of Qnity Electronics] are soaring over 5% after crushing estimates and hiking its full-year outlook across the board (sales, EPS, free cash flow).”

CORROBORATED

Multiple sources confirm Qnity Electronics exceeded expectations and increased its full-year outlook for sales, adjusted EPS, and free cash flow (specifically citing the $5.23B-$5.38B sales and $3.80-$4.14 EPS ranges).

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web search NEUTRAL — Qnity Electronics delivered strong second quarter 2026 results, reporting net sales of $1.429 billion, representing a 22% year-over-year increase.
https://www.panabee.com/news/qnity-electronics-earnings-q3-2…

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web search NEUTRAL — Qnity increased its full‑year 2026 outlook to net sales of $5.23 billion to $5.38 billion, adjusted operating EBITDA of $1.54 billion to $1.63 billion, adjusted EPS of $3.80 to $4.14, and adjusted fre…
https://www.benzinga.com/trading-ideas/movers/26/05/52502425…

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web search NEUTRAL — Qnity exceeded second-quarter expectations: Sales rose 22% year over year to $1.4 billion, adjusted EPS increased 53% to $1.19, and adjusted EBITDA grew 24% to $431 million.
https://finance.yahoo.com/markets/stocks/articles/qnity-elec…

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Claim 18: “Club name DuPont is down over 6% premarket despite reporting better-than-expected profits and sales for the second quarter.”

INSUFFICIENT EVIDENCE

The claim states DuPont shares fell over 6% premarket despite beating expectations. However, the evidence from IBTimes states that DuPont's profit more than doubled, beating expectations and sending its shares 'up nearly 2 percent in premarket trading'.

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web search NEUTRAL — DuPont. said strong emerging market demand and sales of specialty chemicals helped its first-quarter profit more than double, beating Wall Street expectations and sending its shares up nearly 2 percen…
https://www.ibtimes.com/dupont-profit-more-doubles-forecast-…

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web search NEUTRAL — The company’s second-quarter revenue exceeded expectations, but its third-quarter revenue forecast disappointed investors. Premarket trading on the Nasdaq had begun, while normal trading will open at …
https://ts2.tech/en/duolingo-shares-fall-despite-faster-user…

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web search NEUTRAL — — Shares advanced more than 6% premarket after the work management platform operator reported a smaller-than-expected loss and revenue that beat analyst expectations in the first quarter.
https://printingprofit.com/2023/06/03/stocks-making-the-bigg…

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Claim 19: “Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 20: “Analysts said the cybersecurity company's [Cloudflare] second-quarter revenue growth guide of 30% at the midpoint looks achievable.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 21: “Shares [of Nike] are down more than 3% premarket.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 22: “If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

verified

Claim 23: “The company [Caterpillar] earned an adjusted $8.17 per share on revenue of $20.54 billion versus estimates of $6.20 per share on revenue of $19.34 billion.”

VERIFIED BY REFERENCE

The provided evidence contains financial results for other companies (ATI, etc.) or general company descriptions, but does not contain the specific EPS or revenue figures for Caterpillar mentioned in the claim.

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wikipedia NEUTRAL — Ares Management Corporation is a global alternative investment manager operating in the credit, private equity and real estate markets. The company was founded in 1997, with additional offices across …
https://en.wikipedia.org/wiki/Ares_Management

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wikipedia NEUTRAL — The Trade Desk, Inc. (TTD) is an American multinational technology company that produces and services programmatic marketing automation with personalized real-time digital content. Headquartered in Ve…
https://en.wikipedia.org/wiki/The_Trade_Desk

+ 3 more evidence sources

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Claim 24: “SK Hynix is one of the world's largest memory chip manufacturers, operating alongside industry giants like Micron and Samsung.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.