Squawk on the Street Cramer’s Morning Take: Costco 1/8/26
7 snips
Jan 8, 2026 In this discussion, Cramer explores the intriguing dynamics of early January's market, highlighting a divergence in stock performances. He delves into why underperforming stocks are bouncing back, suggesting a rotation in investor interest. Caution is advised, as historical trends show early-year spikes can be misleading. Cramer emphasizes Costco's impressive December sales growth, predicting its continued outperformance over Walmart. This insightful analysis sheds light on market movements and what they mean for investors.
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Early January Market Rotation
- Markets are rotating: beaten-down stocks are bouncing while some strong tech names are selling off.
- Jim Cramer suggests it's too early to read durable trends from early January moves.
Disney Trip And Fleeting Commodity Rallies
- Jim Cramer recalls a family trip to Disney World where commodity runs were fleeting and never returned to highs.
- He uses that memory to warn against assuming first-week moves will persist.
Laggards May Be Recovering
- Tax-loss selling might explain year-end weakness, but some laggards may simply be improving now.
- Cramer highlights Costco's December strength as an example of potential genuine improvement.
