My top 10 things to watch Tuesday, Jan. 13 1. The S & P 500 is on track for a positive open Tuesday as investors weigh key inflation data. The consumer price index for December came in as expected, showing that prices rose 2.7% from a year ago. However, core U.S. consumer prices, which exclude volatile food and energy costs, rose less than predicted. The economic print comes as the Federal Reserve considers its next interest rate move. The market is currently pricing in two quarter-point interest rate cuts for 2026, according to the CME FedWatch tool. 2. JPMorgan posted an extraordinary fourth-quarter earnings report, beating on the top and bottom line. This is a positive read on U.S. consumers and a terrific way to start bank earnings season. JPMorgan will host a call with analysts this morning. We’ll tune in to see if CEO Jamie Dimon sends his own stock down, as he did last time. Club holdings Wells Fargo and Goldman Sachs will release earnings on Wednesday and Thursday. 3. Bank of America raised its price target on Alphabet to $370 from $335. The Google-parent hit an intraday all-time high and topped a $4 trillion market cap yesterday. Analysts said that the multi-year Gemini AI partnership with Apple is a very positive story, which CNBC broke yesterday. I think that Gemini is pulling away from everyone. JPMorgan said it is great for fellow portfolio name Apple and a big improvement in its AI. We agree that it’s a win for both companies. Elon Musk said this alliance is an unreasonable concentration of power for Google. But that will not matter because the courts have ruled that Apple is a good check on Google. 4. TD Cowen increased its price target on Meta Platforms to $820 from $810. Analysts forecast that Facebook and Instagram’s global digital ad share will rise to 34% from 30% through 2030. The company is also cutting costs and bringing in Saudi money. All that, and nothing is going on with the stock? This one has become the weak sister of the Magnificent Seven. 5. Piper Sandler downgraded chip design software maker Synopsys to hold from buy, and lowered its price target to $520 from $602. The analysts forecast “prolonged headwinds” to revenue growth as the semiconductor market undergoes an “enormous” reallocation of fabrication capacity toward artificial intelligence and data center chips. This is a partner to Club holding Nvidia. I don’t get it. 6. Citi moved its Boeing price target higher, going to $270 from $265 as part of the firm’s call on sector momentum continuing through the first six months of the year. Boeing also got a Dreamliner order from Delta Air Lines for 30 jets. Last week, Alaska Airlines ordered 105 yet-to-be-certified 737 Max 10 jets. Boeing is not done going higher. 7. L3Harris Technologies was up nearly 12% on news that the Department of Defense will invest $1 billion into the company’s Missile Solutions business. This is a solid win for the defense contractor, which has so far had a strong 2026 performance. 8. Goldman Sachs raised its price targets on homebuilder stocks, including Lennar, Toll Brothers , D.R. Horton, and PulteGroup , even as it has nothing positive to say about them. The analysts predict that these companies will have to boost incentives after housing slowed at the end of last year. Goldman maintained hold ratings on all of them except D.R. Horton, which was kept at a buy rating. Home Depot is the Club’s name tied to housing. 9. UBS lowered its price target on Club holding Palo Alto Networks to $215 from $220. Analysts who kept their hold ratings on shares cite weakening sentiment toward cybersecurity names into 2026. However, UBS said the sector remains attractive because of increased cyber spending and maturing AI-enabled use cases. The firm took peer Cloudflare ‘s PT to $210 from $245, and maintained a hold rating, too. Ridiculous calls. These stocks are going higher. 10. Adobe was downgraded to a hold from buy at Oppenheimer. Analysts say revenue growth in its AI business has not been as strong as expected. The market believes this is the biggest loser in AI. Shares were down 1%. Sign up for my Top 10 Morning Thoughts on the Market email newsletter for free (See here for a full list of the stocks at Jim Cramer’s Charitable Trust.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.
Jim Cramer’s top 10 things to watch in the stock market Tuesday
Jan 13, 2026
