My top 10 things to watch Tuesday, Jan. 6 1. Stocks were little changed this morning following a big rally that took the Dow to record highs yesterday. The S & P 500 and Nasdaq also secured gains following the U.S. capturing Venezuelan leader Nicolas Maduro over the weekend and President Donald Trump’s call for American oil companies to invest in the region. 2. Nvidia CEO Jensen Huang wowed us during last night’s keynote address at the Consumer Electronics Show in Las Vegas, saying next-generation Vera Rubin AI chips are in “full production.” Jensen emphasized no transition problem with the new chips, unlike last year. They’re more powerful and burn less. Lots of good customers. Autonomous vehicles and robotics were emphasized. Personal AI. Industrial AI. “The ChatGPT moment for physical AI is here,” Jensen declared. 3. Nvidia’s list of partners is long and distinguished. Cloud: Club names Amazon , Microsoft , and Alphabet , as well as Oracle. Agentics software: Club name Salesforce and CrowdStrike , as well as SAP and Uber. Industrial: Siemens and Caterpillar. Palantir was mentioned as building sovereign AI, too. 4. Club holding Wells Fargo received a downgrade to sell from hold at Baird. Analysts left their $90 price target unchanged, but see limited upside for bank stocks in 2026. Baird also cut its rating on peer KeyCorp to a sell. I couldn’t disagree more with this take. As we said yesterday, 2026 should be another banner year for the banks. 5. Goldman Sachs said Apple ‘s App Store sales increased 6% in December, a slowdown from November’s 9% growth, due to weakness in games and entertainment and softness in China and Japan. We’ve seen these calls before. They are worthless. Services are still strong. We maintain our “own, don’t trade” thesis on this Club stock. 6. BMO Capital raised its price target on Club holding Texas Roadhouse to $170 from $155. However, it’s still lower than yesterday’s close of roughly $174. Analysts, who kept a hold rating, say that the restaurant industry will likely face another tough year in 2026. The sector has taken hits from pressure on consumer spending, store closure risk, and margin constraints from sky-high beef prices . 7. A lot of Wall Street calls on oilfield names. SLB was upgraded to a buy from hold at Evercore ISI. The analysts increased their price target to $54 from $38, arguing that the company’s outlook “is much clearer than it has been in 2+ years.” Evercore ISI also downgraded peer Halliburton to hold from buy, but raised its price target to $35 from $28. Analysts point to the company’s exposure to headwinds in the U.S. land for the rating change. 8. UBS downgraded home builder Lennar to hold from buy, and cut its price target to $122 from $137. Analysts pointed to a potential delay in improvements to gross margins. UBS also adjusted its PT on peer D.R. Horton to $191 from $195. Analysts, who kept a buy rating, say 2026 is set up to be a better year for homebuilding. The latter is great news for Club holding and home improvement retailer Home Depot. 9. Bank of America resumed coverage of SoFi with a sell rating and price target of $20.5. Analysts see the company’s recent capital raise as a “modest positive,” but say there’s limited upside at its current multiple. 10. RBC Capital cut its price target on Club name Nike to $78 from $86. Analysts, who kept their buy rating on shares, say that the athletic retailer’s turnaround story remains intact, but it’s taking longer than expected due to weakness in China. 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 6, 2026
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