Ideas
Own Apple, Nvidia; don't trade them.
Cramer says Apple and Nvidia are companies that are humming along and making a lot of money, but their stocks are being used as sources of funds by money managers who need to sell something old to buy something new. He views the selling as a January technical phenomenon rather than a fundamental breakdown and says to own both and not trade them.
Buy JPMorgan weakness after cautious call.
Cramer thinks JPMorgan's actual quarter will be amazing, but he is worried about the conference call because Jamie Dimon tends to highlight what could go wrong when things are good. He advises waiting for cautious comments to knock the stock down, then buying some into that weakness and possibly adding the next day.
Delta is best-run airline; expect fine quarter.
Cramer expects a fine quarter from Delta because the airlines are putting up terrific numbers and Delta is arguably the best-run airline.
Citigroup keeps surprising; analysts lag.
Cramer says Citigroup has gone from ugly duckling to beautiful swan, but analysts have not caught up with its new numbers. The bank keeps surprising to the upside, driving upward estimate revisions and the stock higher.
Wells Fargo improving via costs, M&A.
Cramer says Wells Fargo has been fabulous for the travel trust and CEO Charlie Scharf has pivoted it from a plain bank into a full corporate and individual bank with a lucrative M&A practice, including the Netflix deal. It keeps cutting costs and surprising with efficiency, and he is optimistic about AI helping the bank.
Bank of America solid growth, few surprises.
Cramer expects Bank of America to be consistently good with very few surprises, delivering a solid growth quarter that should help drive the stock higher over time.
Goldman, Morgan Stanley strong capital markets.
Cramer expects both Goldman Sachs and Morgan Stanley to report excellent numbers and higher earnings, driven by unusually strong financial market activity. Morgan Stanley's asset gathering has been extraordinary, while Goldman's takeover business should be tremendous.
BlackRock good but banks stronger.
Cramer expects BlackRock to report a pretty good number given its massive assets under management and emphasis on new kinds of funds, but he warns that in a period when banks are reporting extraordinary quarters, BlackRock's result might not be good enough for the charitable trust as sector dollars rotate toward banks.
Banks outperform rest of financials.
Cramer says banks are running circles around the rest of the financials, and because stocks within the same sector compete for dollars, he favors bank stocks over other financials into earnings season.
TSMC monster quarter; Nvidia catalyst.
Cramer expects Taiwan Semi, the manufacturing partner of AMD and Nvidia, to report a monster quarter, though he notes everyone knows it. A strong quarter could still help Nvidia shake off sellers.
Data storage stocks lead semiconductor rally.
Cramer says the winners in semis have been the opposite of complicated Nvidia: data storage names such as Western Digital, SanDisk, Seagate, and Micron are the companies moving up along with semiconductor capital equipment.
Focused on Applied Materials, Lam Research.
Cramer is focused on semiconductor capital equipment names, specifically Applied Materials and Lam Research, as part of the group moving up alongside data storage.
J.B. Hunt freight recovery watch.
Cramer says the freight group has finally broken out of its doldrums and the freight recession. Although he does not typically recommend truckers, a good number from J.B. Hunt would embolden him to keep pushing the group.
FedEx winner with strong management.
Cramer calls FedEx a winner and praises Rajesh Subramanian for doing a fantastic job there, making it his preferred freight-related name.
PNC less preferred than other banks.
Cramer says PNC has been an up-and-down performer after years of doing nothing but going up, and he now prefers other bank stocks over PNC.
Cloudflare buy more on weakness.
Cramer likes to buy well-run companies that are down a lot and are not dependent on near-term quarters. He says Cloudflare is run by Matthew Prince and advises buying a little more here and adding more if the chart stays ugly and the stock falls further.
Cheesecake Factory still cheap; buy.
Cramer says Cheesecake Factory is a seasoned operator that knows how to run its business. He thinks it can make a run at all-time highs because it sells at 13 times earnings, too cheap for a high-quality, still-growing company even after being up 14% this year.
This CNBC video, published January 10, 2026,
features Jim Cramer
discussing AAPL, NVDA, JPM, DAL, C, WFC, BAC, GS, MS, BLK, KBE, TSM, WDC, SNDK, STX, MU, AMAT, LRCX, JBHT, FDX, PNC, NET, CAKE.
17 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jim Cramer
· Tickers:
AAPL,
NVDA,
JPM,
DAL,
C,
WFC,
BAC,
GS,
MS,
BLK,
KBE,
TSM,
WDC,
SNDK,
STX,
MU,
AMAT,
LRCX,
JBHT,
FDX,
PNC,
NET,
CAKE
