With the Fed on a path to taper, rising bond yields could act as a razor's edge against the stock market, cutting into gains with every tick higher.
Lowe's profit blew past Wall Street expectations, but valuations are looking somewhat stretched. Is this the top for home improvement?
With Saks the latest retailer to disappoint with weaker-than-expected earnings, investors are worried about how the retail sector will fare heading into a heavy week of earnings.
Some of the names on the move ahead of the open.
It's time for the Lightning Round. Cramer makes the call on viewer favorites.
T.J. Maxx plans to open an online store this year, as does rival Saks' Off Fifth outlets, making 2013 the year tech may have caught up with the speed of fashion.
The S&P 500 is down one percent for the week after being up four weeks in a row. So far, the declines we have seen this year have been on the order of three percent.
Check out which companies are making headlines after the bell Thursday:
If earnings are driving the rally, then next week is going to be very telling. "I want to be careful of some stocks," Cramer said.
Stocks closed lower Thursday, after the Dow and S&P 500 briefly touched fresh all-time highs. Meanwhile, the U.S. dollar rose above the key threshold of 100 yen for the first time since April 2009.
Where do stocks go next? Sell in May and ... look pretty stupid. S&P 500 up 2.2 percent so far. But it's early, no?
A number of top U.S. retailers reported disappointing April sales as consumers gravitated toward discount chains and bad weather delayed spring shopping in much of the country.
The number of people killed by the collapse of a building in Bangladesh's capital rose to 147 overnight and the death toll could climb further because many people are still trapped inside, Dhaka's district police chief told Reuters on Thursday.
If you're new to the market, chances are you never think of this when you buy a stock.
Check out which companies are making headlines after the bell Monday:
Stocks ended higher Thursday lifted by an upbeat jobless claims report, with the Dow and S&P 500 closing at fresh levels, while weakness in large tech companies limited gains on the Nasdaq.
Take a look at some of Thursday's midday movers:
Discount retailer Ross Stores is an "above the ground gold mine" for investors, said George Schwartz, president and CEO of "socially responsible" Ave Maria Funds.
Stock index futures hovered around the flatline Thursday following the weekly jobless claims report, while uncertainty in Cyprus kept investors on edge.
Housing and jobs data will get a close look from traders Thursday, as they continue to dissect the latest comments from the Fed.