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

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

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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

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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

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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%

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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

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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

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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

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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

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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

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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.

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