Have investors considered that maybe, just maybe, tariffs might be good for our economy? That was the question Jim Cramer pondered with his Mad Money viewers Friday. With the markets hitting new all-time highs, the answer just might be "yes," especially when we know even tariff haters have to admit that the stock market does not think earnings will be hurt, Cramer said.

So, he said, let's look at next week's game plan.

On Monday, Cramer said, he's very excited to be sitting down with JPMorgan Chase (JPM) CEO, Jamie Dimon, to talk about tariffs, trade, banking and the U.S. economy. We'll also hear the results of the bidding war for Sky Communications and get earnings from Ascena Retail Group (ASNA) , which has brought itself back from the dead.

Tuesday begins the annual Dreamforce conference at Salesforce.com (CRM)  in San Francisco, and Cramer will be there talking to the hottest companies in Silicon Valley.

Nike (NKE) and uniform supplier Cintas (CTAS) will be reporting on Tuesday, and Cramer expects great things from both companies.

On Wednesday we'll hear from the Federal Reserve and Cramer said investors need to parse the Fed's statement to gauge what might be coming next and what effect it will have on the banking sector. Then we'll hear from Carmax (KMX) , which should report excellent earnings, and also Bed Bath & Beyond (BBBY)  -- the only negative Cramer could find for the entire week.

Then on Thursday, it's Accenture's (ACN) turn to report earnings, along with spicemaker McCormick (MKC) and ConAgra Foods (CAG) . Cramer would be a buyer of all of these names as well.

Finally, Friday closes out the week with Vail Resorts (MTN) , a company that's a part of the experiential economy and should end the quarter on a high note.

Cramer and the AAP team talk about what to put on your shopping list when the market is climbing to new highs. Find out what they're telling their investment club members and get in on the conversation with a free trial subscription to Action Alerts PLUS.

Over on Real Money, Cramer says PulteGroup (PHM) is the stock to watch next week when the Fed hikes rates. Get more of his insights with a free trial subscription to Real Money.

Executive Decision: Red Hat 

For his "Executive Decision" segment, Cramer checked in with Jim Whitehurst, CEO of Red Hat (RHT) , the cloud king that has seen its shares fall 24% from their June highs as the company missed on earnings two quarters in a row.

Whitehurst explained that the weakness in their Linux business was not unforeseen. He said that Red Hat has moved many of their Linux customers to three-year agreements, and they must now wait for those agreements to renew before they will see continued growth in the segment. Overall, he explained, the Linux market is growing nicely.

Whitehurst was more upbeat on the company's middlewear business, where many of Red Hat's newer cloud offerings are replacing legacy systems. When asked about some competitive losses in the quarter, Whitehurst said he's OK to lose a deal here and there, as many of those who leave to try something else often come back to Red Hat in the end.

Red Hat currently has partnerships with both Microsoft (MSFT) and IBM (IBM) .

Comeback Story: Signet Jewelers

Wall Street loves a great comeback story, Cramer told viewers, and it got one with Signet Jewelers (SIG) , which fell from $150 a share in 2015 to lows of just $33 in April of this year, only to turn itself around and roar higher.

Cramer explained that Signet, purveyors of Kay Jewelers, Zales and Jared, among others, was hit with a wall of worries in 2015. First, the company's stores are largely mall-based. Second, Signet got too aggressive on financing, taking on a lot of bad debt. And third, the company was hit with sexual harassment allegations that led to the departure of its CEO.

But as new CEO Gina Drosos took the helm, she immediately went to work righting the ship. She began by drastically lowering Wall Street's expectations, then turned to changing the culture and fixing their business. She sold the non-performing loans and closed under-performing stores, using the proceeds to buy back the company's shares.

Signet also invested in its digital business, culminating in a blowout quarter three weeks ago that saw 53 cents a share in earnings and a 1.7% rise in same store sales. Signet also repurchased 14% of the company's outstanding shares.

Cramer said with results like these, Signet is clearly on the comeback trail and its shares are heading higher.

Off the Tape: Q6 Cyber 

In his "Off The Tape" segment, Cramer sat down with Eli Dominitz, founder and CEO of the privately-held Q6 Cyber, a cybersecurity company taking a different approach to keeping data safe.

Dominitz said that while most cybersecurity is about building high fences and detecting and stopping attacks as they happen, Q6 proactively goes after the bad guys, finding out who they are, who they're targeting and what tools they are using. The company recently detected a new type of malware that was set to target a bank, and was able to alert them before the attack occurred.

Dominitz said that Q6 has even taken steps to alert non-clients to their findings, as nothing sells your services better than telling a company of a pending attack. Dominitz added that they've done this "quite a bit" as they're big believers in keeping both the public and private sectors safe from cyber criminals.

No-Huddle Offense 

In his "No-Huddle Offense" segment, Cramer asked the question: Which matters more, Micron Technologies (MU) announcement of short-term "inventory adjustments" or the company's $10 billion stock buyback program?

Sure, shares tanked 2.8% on the inventory news, leading shares to trade for just 4.2 times earnings. But Cramer said never before have Micron's shares had such a monster buyback beneath them.

Buybacks are typically safety nets for stocks, but enormous buybacks are trampolines, Cramer said. That's why shares of Qualcomm (QCOM) rose after the company announced a $30 billion buyback and why NXP Semiconductor (NXPI) announced a $5 billion buyback, while Broadcom (AVGO) and Texas Instruments (TXN) opted for $12 billion buybacks.

Buybacks matter, Cramer concluded, which is why he recommended pouncing on any continued weakness in Micron. 

Lightning Round

In the Lightning Round, Cramer was bullish on United Parcel Service (UPS) , FedEx (FDX) , BP (BP) , AT&T (T) , Cisco Systems (CSCO) , NVIDIA (NVDA) , Teladoc (TDOC) , Medtronic (MDT) and Walmart (WMT) .

Cramer was bearish on Comstock Resources (CRK) , Intel (INTC) , Mazor Robotics (MZOR) and Energy Transfer Partners (ETP) .

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At the time of publication, Cramer's Action Alerts PLUS had a position in JPM, CRM, MSFT, BP, NVDA.

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