Despite a plethora of political headlines, it's earnings, even weaker ones, that are leading the stock market higher, Jim Cramer told his Mad Money viewers Friday. The only thing the market cares about are numbers, and fortunately there will be no shortage of those during next week's action.

Cramer's game plan starts on Monday with earnings from Trivago (TRVG) . Cramer said if they're as good as he expects, buy some Priceline (PCLN) .

Next, on Tuesday, Cramer said he'll be watching out for earnings from Home Depot (HD) and TJX Stores (TJX) , both Cramer favorites, along with an analyst meeting from Stanley Black & Decker (SWK) , another stock Cramer said is a buy.

Wednesday brings earnings from Target (TGT) , which Cramer said is not a buy, Cisco Systems (CSCO) , an Action Alerts PLUS holding Cramer said is worth holding onto, and Rexnord (RXN) , a manufacturer that's come under under fire from President Trump for moving jobs to Mexico.

Then on Thursday, more earnings from Walmart (WMT) , Alibaba (BABA) , Applied Materials (AMAT) and (CRM) . Cramer felt Walmart is perhaps the only company to compete with (AMZN) , and was also bullish on Alibaba, Applied Materials and Salesforce.

Finally, on Friday, the week closes out with Deere & Company (DE) , Foot Locker (FL) , Campbell Soup (CPB) and an analyst meeting at Honeywell. Deere's earnings should be met positively, Cramer said, and Foot Locker, along with Children's Place (PLCE) , are the only two mall-based retailers worth owning. Cramer said he wanted to hear whether Honeywell's new CEO agrees with the breakup proposal made by activist investors.

Meanwhile, over on Real Money, Cramer wants to know what's going on with Hain Celestial Group (HAIN) and he's urging investors to pay close attention. Get more on his insights with a free trial subscription to Real Money.

Real Artificial Intelligence

If your company doesn't include artificial intelligence, expect a lot of pain, Cramer told viewers, as he commented on statements made by Mark Cuban Thursday about FANG, Cramer's acronym for Facebook (FB) , (AMZN) , Netflix (NFLX) and Alphabet (GOOGL) .

According to Cuban, all four of the FANG stocks, along with Apple (AAPL)  , are undervalued. Why? Artificial intelligence. Cuban admitted that even he needs to "retrain his brain" to grasp the full impacts of what AI could mean for business.

Cramer said nowhere is this more apparent than in the Nordstrom (JWN) conference call, where it was clear that company execs don't know nearly enough about their customers. Compare this to Amazon, which is using AI to not only know their customers, but to deliver items before they even know they need them. That's why Nordstrom shares fell 10.8% today, Cramer said, and why Amazon continues to flirt with new highs.

The same applies to Facebook, Google and Netflix, all of which know more about their customers than anyone.

Executive Decision: Tableau Software 

For his "Executive Decision" segment, Cramer spoke with Adam Selipsky, president and CEO of Tableau Software (DATA) , the data analytics company that was on fire after its IPO in 2013, soaring from $31 a share to $131 in 2015. But then competition arrived and Tableau sank to a low of just $40 before rebounding to current levels near $60. Is this comeback for real? Cramer aimed to find out.

Selipsky explained that companies are generating a wealth of data every day and they need a visual analytics platform like Tableau to see, understand and, most importantly, act on that data.

In the case of the Texas Rangers baseball team, Selipsky said that the Rangers had a host of disjointed systems, including individuals with spreadsheets, and Tableau was able to combine that into one platform and give the entire organization insight into their operations. Now the Rangers can make staffing decisions during rain delays in real time, for example, something they could not do previously.

Selipsky also called out Brown Forman (BF.B) as another client that's using Tableau to help make sales, marketing and pricing decisions more effectively. He noted that companies like Tableau's subscription pricing model, which allows customers to pay as they go and not pay upfront for their software needs.

Cramer said Tableau has a great CEO and he likes what he hears.

Executive Decision: Pentair

In his second "Executive Decision" segment, Cramer sat down with Randy Hogan, chairman and CEO of Pentair (PNR) , which earlier this week announced that it's splitting into a water company and an electrical company. Shares of Pentair are up 8% over the past six months.

Hogan said that Pentair has made a number of acquisitions and divestitures over the years, all with the goal of improving their product portfolio. All of that activity, however, has made the company complicated, he said, and during the oil and gas downturn, their valve business was hit particularly hard.

That's why Pentair ultimately sold their valve business, Hogan said, and why they're now looking to spin off their electric assets and focus on water quality and sustainability. He said that both sides Pentair are profitable and viable.

Cramer said that Pentair has been, and still is, a winner that he's sticking with.

Cramer and the AAP team have their weekly roundup ready. Find out what they are telling their investment club members about Allergan (AGN) , Cisco Systems (CSCO) , TJ Maxx (TJX) and many more; get a free trial subscription to Action Alerts PLUS.

Lightning Round

In the Lightning Round, Cramer was bullish on STMicroelectronics (STM) , Del Taco Restaurants (TACO) , Chipotle Mexican Grill (CMG) , Simpson Manufacturing (SSD) , General Electric (GE) and Chegg (CHGG) .

Cramer was bearish on Bed Bath & Beyond (BBBY) , Emerson Electric (EMR) and 2U (TWOU) .

Executive Decision: Masimo

For his last "Executive Decision" of the week, Cramer also checked in with Joe Kiani, founder, chairman and CEO of Masimo (MASI) , a stock that had been up over 25% for the year, before news organizations incorrectly reported the company's most recent earnings -- which sent share lower by 15%.

Masimo beat estimates by 22 cents a share, with revenues up 8.8%.

Kiani said the erroneous headlines about their earnings created a vicious cycle where a robo-generated story was picked up by multiple automated news organizations. In truth, his company had a terrific quarter.

Masimo's motto is "Better data, better performance" and Kiani noted that Masimo continues to lead the market in pulse and respiratory monitoring and a recent study noted that false alarms are down by 95% while true alarms have increased. Masimo helps save lives and save money, he said.

Masimo has also partnered with the Bill & Melinda Gates Foundation for a new product called Rad-G, which helps screen more accurately for pneumonia in developing countries. The company has also entered the sports market, helping elite athletes decide when to push harder and when to rest.

Cramer said despite the headlines, all systems are still go at Masimo.

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At the time of publication, Cramer's Action Alerts PLUS had positions in AGN, CSCO, TJX, FB, GOOGL, APL.

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