Opening Bell: January 12, 2026

Summary

CNBC's Opening Bell segment on January 12, 2026 covered early market action, sector rotation, and several stock-specific views. Jim Cramer argued Apple's services revenue concerns are overdone and that Meta's heavy spending is a negative. He also said market money is rotating, with health care likely to lead this week. The panel noted upcoming CPI, retail sales, and Fed-related headlines as risk events.

• Opening bell rang for the NYSE and Nasdaq on January 12, 2026.
• Jim Cramer said Apple stock is down despite better-than-feared services revenue.
• Cramer called Meta a lone wolf on spending, pressuring its stock.
• The panel discussed rotation from banks toward health care this week.
• JPMorgan kicked off the healthcare conference week.
• Twin Health, a private metabolic disease company, was highlighted at the Nasdaq.
• Upcoming CPI, retail sales, and Fed headlines were cited as macro risk events.
• Market money is moving, but not necessarily into expected areas.