Friday, January 2, 2026: Jim Cramer discusses his next moves for the Investing Club

Post Content
Any way you look at it, the U.S. stock market is expensive as the new year begins, BofA says

The vibes are good on Wall Street as 2026 begins. There’s just one issue: Stocks are really expensive.
The Club’s top 10 things to watch in the stock market Friday

The S&P 500 is up early this morning as the market kicks off its first trading session of 2026.
RH, Wayfair shares rise after Trump delays furniture tariffs again

Shares of furniture retailers rose in early Friday trading after President Donald Trump delayed an increase in tariffs.
Tesla reports 418,227 deliveries for the fourth quarter, down 16%

Tesla’s fourth-quarter deliveries report follows a steep rally in the company’s stock in the last few months of 2025.
Meet the 2026 stock market. It’s the same AI-reliant market of 2025

Tech’s outperformance to start the new year suggests the AI trade still has legs, at least for now.
Mizuho says tariff relief could drive next leg higher for Wayfair

Mizuho’s $130 price target implies a 29% upside for shares of Wayfair.
Here are Friday’s biggest analyst calls: Nvidia, Apple, Wayfair, Nike, Under Armour, CoreWeave & more

Here are Friday’s biggest calls on Wall Street.
Jefferies says this Chinese tech giant will get a boost from its AI chip subsidiary spin-off

Jefferies’ new price target implies a 39% upside ahead for shares of Baidu.
Behind the mesh curtain: Why airline class wars will intensify in 2026

Airlines are continuing their focus on premium travelers, adding lounges, new first-class cabins and other perks for customers willing to spend more to fly.