economy

January 10, 2026

Jim Cramer says don’t trade Apple and Nvidia as money rotates into overlooked stocks ahead of earnings season

Jim Cramer says a broad market rally is underway, with money rotating out of Apple and Nvidia and into overlooked stocks ahead of earnings season.

Jim Cramer says don’t trade Apple and Nvidia as money rotates into overlooked stocks ahead of earnings season

TL;DR

  • Uneventful unemployment data allows focus on broad market rallies beyond last year's leaders.
  • Money is rotating into overlooked market corners, particularly data storage stocks.
  • Apple and Nvidia are still performing well but are sources of funds for new opportunities.
  • The JPMorgan Healthcare Conference is expected to spur merger-and-acquisition activity.
  • The December consumer price index report will be more significant than recent labor data.
  • Cramer anticipates strong earnings from banks, naming Citigroup as a potential standout.
  • He expects strong results from Delta Air Lines and favorable numbers from BlackRock.
  • Taiwan Semiconductor Manufacturing Company's report could impact Nvidia, while storage plays like Western Digital and Micron continue to see investment.
  • Transport stocks are also flagged, with J.B. Hunt's report potentially reinforcing a bullish stance on FedEx.

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