What's happening is a broad rally encompassing many overlooked areas, says Jim Cramer

Watch on YouTube ↗  |  January 10, 2026 at 00:24  |  2:32  |  CNBC
Speakers
Jim Cramer — Host, Mad Money

Summary

Jim Cramer says the market is seeing a broad-based rally that includes previously overlooked areas, as the uneventful unemployment report let investors focus on market fundamentals. He advises owning Apple and Nvidia despite year-start source-of-funds selling, and he previews the JP Morgan Healthcare Conference as a potential catalyst for biotech M&A.

  • Cramer describes a broad-based market rally encompassing overlooked areas.
  • He says Apple and Nvidia are fundamentally strong but pressured by year-start portfolio rebalancing.
  • He advises owning Apple and Nvidia and not trading them.
  • He previews the JP Morgan Healthcare Conference and potential M&A announcements.
  • He suggests big biotechs could be involved in conference-related deal news.
  • He notes the unemployment report was uneventful, allowing focus on market action.
Ideas
Jim Cramer Host, Mad Money 0:14
Broad rally includes overlooked areas.
Cramer says the market is experiencing a broad-based rally that includes many different and often overlooked areas which did not get much love last year. He notes the uneventful unemployment report allowed investors to focus on this broadening participation, as shown by gains in the Dow, S&P 500, and Nasdaq.
Jim Cramer Host, Mad Money 0:44
Own Apple and Nvidia, don't trade.
Cramer believes Apple and Nvidia are companies that are humming along and making a lot of money. Their recent stock weakness is not a fundamental problem but a seasonal source-of-funds effect, where money managers sell old winners to buy new ideas at the start of the year. He advises owning both and not trading them.
Jim Cramer Host, Mad Money 1:51
Watch biotech M&A at JPM conference.
Cramer is attending and covering the JP Morgan Healthcare Conference, which historically has been a venue for companies to announce grand plans including mergers and acquisitions. He expects there could be a lot of deals this year, potentially involving big biotechs, making it a key event for biotech M&A catalysts.
Up Next

This CNBC video, published January 10, 2026, features Jim Cramer discussing SPY, DJI, NASDAQ Composite, AAPL, NVDA, Big biotech. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jim Cramer  · Tickers: SPY, DJI, NASDAQ Composite, AAPL, NVDA, Big biotech