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This week saw a surprise election and a wholesale shift in the stock market, Jim Cramer announced to his Mad Money viewers Friday. Now that Donald Trump is in charge, there's a whole new set of stocks that will matter for next week's game plan.

Cramer explained that the markets had been betting on a Clinton win this week, but with Trump -- who favors lower taxes, fewer regulations and lots more building of roads and bridges -- the materials and bank stocks are hot and the tech stocks are not.

Cramer's week starts on Monday with Zoe's Kitchen (ZOES) , the first restaurant chain to tell us whether the pre-election gloom has indeed lifted.

Next on Tuesday, it's earnings from Home Depot (HD) - Get Report and Dick's Sporting Goods (DKS) - Get Report . Cramer said he expects both companies to have good things to say.

Wednesday brings earnings from Home Depot rival Lowe's (LOW) - Get Report , along with Target (TGT) - Get Report and Cisco Systems (CSCO) - Get Report , an Action Alerts PLUS holding. Cramer was bullish on Lowe's, but not on Target, and wanted to hear what Cisco has to say given the new political climate.

For Thursday, more retail earnings from Best Buy (BBY) - Get Report , Gap Stores (GPS) - Get Report , Wal-Mart (WMT) - Get Report and Ross Stores (ROST) - Get Report , along with cloud-computing giant (CRM) - Get Report .

None of the retail earnings will matter, Cramer said, only the commentary on the outlook. If it's bullish, stocks will roar, if it's conservative, look out below. As for Salesforce, that's another wait-and-see situation as the market has turned against tech for the moment.

Finally on Friday, earnings from Foot Locker (FL) - Get Report , a stock Cramer said can be bought on any market weakness.

Jim Cramer and Jack Mohr are buying more shares of Newell Brands (NWL) - Get Report . Find out more with a free trial membership to Action Alerts PLUS investment club.

Oil Industry Under Trump

Under a Trump presidency, the banks and the drug stocks can expect a wave of deregulation, Cramer told viewers, but so too will the oil industry, which makes stocks like EOG Resources (EOG) - Get Report one of the best buys in the group.

EOG is the nation's largest on-shore oil producer, Cramer explained, and has premium acreage in all of the hottest areas, including the Eagle Ford, Bakken and Permian Basin. But EOG's biggest claim to fame is its production growth, which the company now expects to increase between 15% and 25% a year, up from its earlier forecast of 10% to 20% a year.

This increased output is what helped boost the stock 60% in 2016, as the company has been making opportunistic acquisitions to bolster its reserves.

Real Money: Jim Cramer says this bank move is all about ETFs.

But investors must use caution, Cramer warned, as EOG is a true growth stock, which means it's expensive by this year's numbers, as investors are instead betting on the company's outlook two, three and even five years in advance.

That makes it more risky than non-growth stocks, but a wave of deregulation could bolster numbers even further. Cramer said he likes the risk-reward profile.

Jim Cramer and Jack Mohr are buying more Arconic (ARNC) - Get Report . Find out why and what they say about financials, industrial and health-care stocks with a free trial membership to the Action Alerts PLUS investment club.

The Tooth About FANG

What the heck is going on with FANG, Cramer's acronym for Facebook (FB) - Get Report , (AMZN) - Get Report , Netflix (NFLX) - Get Report and Alphabet (GOOGL) - Get Report , formerly Google? All of these stocks have been hit hard since the election and Cramer said one word explains it all... rotation.

Money managers look for growth, Cramer explained. Those companies with growth get overweighted in portfolios, those without it get underweighted. So while FANG offered lots of growth and was in control of its own destiny, now that the economy is predicted to accelerate under Trump, a whole new class of stocks is expected to grow.

Stocks like Caterpillar (CAT) - Get Report could see earnings double if infrastructure becomes top of mind again, Cramer said, and all those construction projects are going to need financing from banks like Wells Fargo (WFC) - Get Report . That means suddenly, fund managers are piling into these stocks, while scaling out of FANG.

With the exception of Nvidia (NVDA) - Get Report , which delivered a monster quarter that sent shares soaring 29%, all of the tech stocks have been on the decline, and will continue to do so as fund managers reposition for this brave new world of growth.

Executive Decision: Popeyes Louisiana Kitchen

For his "Executive Decision" segment, Cramer again welcomed Cheryl Bachelder, CEO of Popeyes Louisiana Kitchen (PLKI) , which just posted a six-cents-a-share earnings beat with a solid 1.8% increase in same-store sales.

Bachelder said she hopes now that the election is over and there is more certainty and optimism, consumers will be returning to restaurants. She said that Popeyes continues to focus on their heritage and in delivering "routine excellence" for their guests.

Popeyes has been investing in additional training for their staff to help ensure that excellence and also in growing their footprint both in the U.S. and internationally, where the chain hopes to soon have 1,000 locations.

Popeyes is not caught up in the race to the bottom when it comes to pricing, Bachelder added, as they instead offer great value and the occasional special to introduce guests to new items and flavors.

Cramer's bottom line, "This is a stock that can roar in 2017."

Real Money Pro: Bruce Kamich warns against getting to bearish on Constellation Brands.

Lightning Round

In the Lightning Round, Cramer was bullish on Synchrony Financial (SYF) - Get Report , General Electric (GE) - Get Report , Supernus Pharmaceuticals (SUPN) - Get Report and Ariad Pharmaceuticals (ARIA) .

Cramer was bearish on Chemours (CC) - Get Report , Acuity Brands (AYI) - Get Report , Intuitive Surgical (ISRG) - Get Report and FireEye (FEYE) - Get Report .

Executive Decision: Apple Hospitality REIT

In his second "Executive Decision" segment, Cramer sat down with Justin Knight, CEO of Apple Hospitality REIT (APLE) - Get Report , the hotel REIT with 236 locations and a monster 7% dividend yield. Shares of Apple Hospitality are down 12% in 2016.

Knight said that Apple aims to mitigate risk while building their portfolio. They operate mainly under the Hampton Inn and Courtyard brands and are currently 25% leveraged, a number that is low when compared to other REITs.

Apple Hospitality also mitigates risk through its broad diversification and the fact that its management team's incentives are aligned with shareholders, so when shareholders win, management wins.

Cramer said investors looking for income can't do better than Apple Hospitality.

Real Money: Mike Norman sees interest rates going much higher.

To watch replays of Cramer's video segments, visit the Mad Money page on CNBC.

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At the time of publication, Cramer's Action Alerts PLUS had a positions in CSCO, FB, GOOGL, WFC, GE, NWL and ARNC.