CNBC's Jim Cramer said the upcoming earnings season, kicking off with major banks and semiconductor reports, will provide a clearer picture of corporate performance and the strength of the artificial intelligence trade. He remains bullish on Goldman Sachs and Wells Fargo, while being cautious on JPMorgan and watching Citigroup. Cramer also highlighted Johnson & Johnson as a potential buying opportunity post-earnings. He will be watching for signs of easing inflation in Wednesday's CPI data and strong demand signals from ASML's earnings. However, Cramer warned that rising bond yields, potentially exceeding 6% for long-term Treasuries, pose a significant risk due to high demand for money from both the Treasury and private enterprise, particularly data center investments.