The true enemy of the stock market isn't inflation, it's froth, Jim Cramer warned his Mad Money viewers Monday.

Stocks ended higher Thursday as investors eyed headlines from President Joe Biden's emergency NATO summit in Brussels..

"Supply chain challenges have hampered the industry's efforts to catch up on the production of new homes," KB Home said.

Game plan for the week ahead with earnings from Nike, Adobe, KB Home and a keynote from Nvidia's CEO.

The stocks are screened for quality, cyclical growth factors, profit margins and buy ratings from BofA analysts.

'Russell 2000 Growth now looks historically cheap vs. Russell 2000 Value, and has also seen better recent revisions,' BofA said.

Goldman still sees examples of small-caps that are attractive.

KeyBanc based its homebuilder downgrades on inflation concern and anticipation of Federal Reserve interest-rate hikes.

KB Home expects 2022 revenue to increase 30% year over year.

Apple is asking assemblers to put together 220 million iPhones this year, Bloomberg reported, a tally that largely matches 2021 levels.

"The supply chain continues to be the limiting factor in our production rates but we remain confident in our ability to achieve our target," said CFO Claire McDonough.

Disney now has more streaming subscribers than Netflix, but does that make the Mouse House's stock a buy?