economy

January 9, 2026

Cramer puts this retailer back on his favorite stock list, calling it a 'coiled spring'

The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.

Cramer puts this retailer back on his favorite stock list, calling it a 'coiled spring'

TL;DR

  • Stocks are higher as a rotation continues out of AI-related winners into other sectors.
  • Starbucks and DuPont are performing better in 2026 than Nvidia and Broadcom.
  • Middling job growth in December had little market impact.
  • Upcoming bank earnings include Wells Fargo, Goldman Sachs, and BlackRock.
  • Jim Cramer will attend the JPMorgan Healthcare Conference where Eli Lilly, Bristol Myers, and Danaher will present.
  • GE Vernova was downgraded to 'hold-equivalent' by Baird due to concerns about power overcapacity, a view Jim Cramer disagrees with.
  • Meta Platforms' deals with Oklo, Vistra, and TerraPower to supply nuclear power for data centers indicate high demand for power.
  • GE Vernova was trimmed in December and may be repurchased if the stock falls to around $600.
  • Costco shares rose on strong December sales, and Jim Cramer is adding it back to his list of favorite stocks.
  • Costco could benefit financially if the Supreme Court rules tariffs illegal.
  • Stocks covered in a rapid-fire segment included Marriott, Nucor, Waste Management, FedEx, and Adobe.

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