It's the first trading day of 2026, and Wall Street already has its eye on what could be the next big market catalyst and next step for the AI trade. The 2026 Consumer Technology Association (CES) will kick off in Las Vegas on Monday, January 5, with a keynote speech from Nvidia (NVDA) CEO Jensen Huang. Yahoo Finance tech editor Dan Howley discusses what to expect from this year's CES event and what new tech Jensen Huang could unveil in his speech.

Tesla (TSLA) delivered 418,227 vehicles in the fourth quarter. That was fewer than the 440,907 that Wall Street was expecting. Roundhill Investments CEO Dave Mazza and Yahoo Finance Senior Reporter Ines Ferré discuss the release. JonesTrading Chief Market Strategist Michael O'Rourke and Yahoo Finance senior markets reporter Ines Ferré weigh in on how much further the market may have to run, referencing recent trends in precious metals commodities

Takeaways:

Costco Wholesale stock (COST) is trading at premium multiples compared to the rest of the S&P 500 (^GSPC), similar to Nvidia (NVDA)
Michael O'Rourke shares his perspective on the AI bubble heading into 2026
EMJ Capital founder Eric Jackson compares Nvidia with his so-called pizza and retail bubbles risks

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CES 2026: What to expect from Nvidia CEO Jensen Huang's keynote