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Story summary
- Jim Cramer says the upcoming earnings season will clarify corporate performance and AI trade.
- Tech stocks led Friday gains after a volatile week of high Treasury yields and oil prices.
- Cramer is bullish on Goldman Sachs and Wells Fargo.
- Cramer is cautious on JPMorgan Chase and Citigroup.
- Cramer warns that rising bond yields and a projected 6% long-bond rate create major market risk.
