economy
January 23, 2026
Jim Cramer's top 10 things to watch in the stock market Friday
Stocks pointed to a lower open after the major U.S. averages posted back-to-back gains.
TL;DR
- Nvidia's H200 AI chips may be ordered by Chinese tech firms; CEO Jensen Huang plans China visit.
- Intel's stock is down after mixed results, but demand is strong, and the company is winning new clients.
- Capital One is acquiring Brex to build a new payments network, following its Discover acquisition.
- KeyBanc reiterated a buy rating on Microsoft, citing strong performance in security and Azure demand.
- Goldman Sachs recommends buying Spotify, focusing on its premium subscription and growth.
- Procter & Gamble reported a weak quarter, but analysts upgraded ratings and expect accelerated growth.
- Southern Copper and Freeport-McMoRan have been downgraded due to concerns about copper prices, while Vale is favored.
- Haleon, a maker of OTC medicines and oral care products, was upgraded to buy from hold.
- Starbucks' price target was raised, but expectations might be lowered by the CEO.
- Unusually high tax refunds and 'Trump accounts' are expected to boost funds into the S&P 500.
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